BISAX vs. PRDMX

In the year-to-date period, BISAX achieves a 18.98% return, which is significantly higher than PRDMX's -0.09% return. Over the past 10 years, BISAX has outperformed PRDMX with an annualized return of 7.52%, while PRDMX has yielded a comparatively lower 6.61% annualized return.

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BISAX has a 1.36% expense ratio, which is higher than PRDMX's 0.79% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Brandes International Small Cap Equity Fund (BISAX) and T. Rowe Price Diversified Mid Cap Growth Fund (PRDMX). 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.

The current BISAX Sharpe Ratio is 2.19, which is higher than the PRDMX Sharpe Ratio of 0.24. The chart below compares the historical Sharpe Ratios of BISAX and PRDMX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

BISAX's dividend yield for the trailing twelve months is around 2.58%, while PRDMX has not paid dividends to shareholders.

The maximum BISAX drawdown since its inception was -48.87%, smaller than the maximum PRDMX drawdown of -59.84%. Use the drawdown chart below to compare losses from any high point for BISAX and PRDMX. For additional features, visit the drawdowns tool.

The current volatility for Brandes International Small Cap Equity Fund (BISAX) is 2.71%, while T. Rowe Price Diversified Mid Cap Growth Fund (PRDMX) has a volatility of 8.12%. This indicates that BISAX experiences smaller price fluctuations and is considered to be less risky than PRDMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.