BIGRX vs. PRDGX
Compare and contrast key facts about American Century Disciplined Core Value Fund (BIGRX) and T. Rowe Price Dividend Growth Fund, Inc. (PRDGX).
BIGRX is managed by American Century Investments. It was launched on Dec 17, 1990. PRDGX is managed by T. Rowe Price. It was launched on Dec 30, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BIGRX or PRDGX.
Key characteristics
| BIGRX | PRDGX | |
|---|---|---|
| YTD Return | 4.58% | 4.43% |
| 1Y Return | 16.74% | 15.05% |
| 3Y Return (Ann) | 2.49% | 6.66% |
| 5Y Return (Ann) | 8.21% | 11.42% |
| 10Y Return (Ann) | 8.46% | 11.64% |
| Sharpe Ratio | 1.38 | 1.46 |
| Daily Std Dev | 10.87% | 9.59% |
| Max Drawdown | -58.04% | -49.79% |
| Current Drawdown | -5.38% | -3.47% |
Correlation
The correlation between BIGRX and PRDGX is 0.93, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
BIGRX vs. PRDGX - Performance Comparison
The year-to-date returns for both stocks are quite close, with BIGRX having a 4.58% return and PRDGX slightly lower at 4.43%. Over the past 10 years, BIGRX has underperformed PRDGX with an annualized return of 8.46%, while PRDGX has yielded a comparatively higher 11.64% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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BIGRX vs. PRDGX - Expense Ratio Comparison
BIGRX has a 0.65% expense ratio, which is higher than PRDGX's 0.62% expense ratio.
Risk-Adjusted Performance
BIGRX vs. PRDGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Disciplined Core Value Fund (BIGRX) and T. Rowe Price Dividend Growth Fund, Inc. (PRDGX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
BIGRX vs. PRDGX - Dividend Comparison
BIGRX's dividend yield for the trailing twelve months is around 1.48%, less than PRDGX's 2.67% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIGRX American Century Disciplined Core Value Fund | 1.48% | 1.55% | 2.22% | 28.04% | 16.19% | 3.90% | 12.86% | 9.32% | 3.91% | 9.22% | 7.48% | 2.02% |
PRDGX T. Rowe Price Dividend Growth Fund, Inc. | 2.67% | 2.78% | 3.81% | 2.00% | 1.03% | 1.78% | 3.67% | 2.19% | 3.07% | 7.57% | 4.43% | 1.87% |
Drawdowns
BIGRX vs. PRDGX - Drawdown Comparison
The maximum BIGRX drawdown since its inception was -58.04%, which is greater than PRDGX's maximum drawdown of -49.79%. Use the drawdown chart below to compare losses from any high point for BIGRX and PRDGX. For additional features, visit the drawdowns tool.
Volatility
BIGRX vs. PRDGX - Volatility Comparison
American Century Disciplined Core Value Fund (BIGRX) has a higher volatility of 3.32% compared to T. Rowe Price Dividend Growth Fund, Inc. (PRDGX) at 2.90%. This indicates that BIGRX's price experiences larger fluctuations and is considered to be riskier than PRDGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.