BOSVX vs. PRVIX
Compare and contrast key facts about Bridgeway Omni Small-Cap Value Fund (BOSVX) and T. Rowe Price Small-Cap Value Fund Class I (PRVIX).
BOSVX is managed by Bridgeway. It was launched on Aug 31, 2011. PRVIX is a passively managed fund by T. Rowe Price that tracks the performance of the Russell 2000 Value Index. It was launched on Aug 28, 2015.
Performance
BOSVX vs. PRVIX - Performance Comparison
Loading graphics...
BOSVX vs. PRVIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BOSVX Bridgeway Omni Small-Cap Value Fund | 6.76% | 9.78% | 4.21% | 18.18% | -4.27% | 48.03% | 0.83% | 13.90% | -17.15% | 5.91% |
PRVIX T. Rowe Price Small-Cap Value Fund Class I | 1.00% | 21.38% | 10.96% | 12.46% | -18.42% | 25.60% | 12.58% | 25.95% | -11.49% | 12.86% |
Returns By Period
In the year-to-date period, BOSVX achieves a 6.76% return, which is significantly higher than PRVIX's 1.00% return. Both investments have delivered pretty close results over the past 10 years, with BOSVX having a 10.63% annualized return and PRVIX not far ahead at 10.74%.
BOSVX
- 1D
- -0.56%
- 1M
- -3.96%
- YTD
- 6.76%
- 6M
- 12.20%
- 1Y
- 30.56%
- 3Y*
- 14.24%
- 5Y*
- 9.58%
- 10Y*
- 10.63%
PRVIX
- 1D
- -0.92%
- 1M
- -6.73%
- YTD
- 1.00%
- 6M
- 15.65%
- 1Y
- 29.88%
- 3Y*
- 15.16%
- 5Y*
- 6.86%
- 10Y*
- 10.74%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BOSVX vs. PRVIX - Expense Ratio Comparison
BOSVX has a 0.60% expense ratio, which is lower than PRVIX's 0.66% expense ratio.
Return for Risk
BOSVX vs. PRVIX — Risk / Return Rank
BOSVX
PRVIX
BOSVX vs. PRVIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Bridgeway Omni Small-Cap Value Fund (BOSVX) and T. Rowe Price Small-Cap Value Fund Class I (PRVIX). 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.
| BOSVX | PRVIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.24 | 1.30 | -0.06 |
Sortino ratioReturn per unit of downside risk | 1.81 | 2.08 | -0.27 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.28 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.86 | 1.93 | -0.07 |
Martin ratioReturn relative to average drawdown | 6.85 | 8.07 | -1.22 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| BOSVX | PRVIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.24 | 1.30 | -0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 0.34 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.43 | 0.51 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.50 | -0.03 |
Correlation
The correlation between BOSVX and PRVIX 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.
Dividends
BOSVX vs. PRVIX - Dividend Comparison
BOSVX's dividend yield for the trailing twelve months is around 9.35%, less than PRVIX's 22.88% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BOSVX Bridgeway Omni Small-Cap Value Fund | 9.35% | 9.99% | 9.71% | 8.55% | 21.96% | 4.12% | 1.21% | 0.99% | 10.36% | 6.66% | 0.89% | 1.00% |
PRVIX T. Rowe Price Small-Cap Value Fund Class I | 22.88% | 23.11% | 9.96% | 3.40% | 5.54% | 7.15% | 2.12% | 4.72% | 9.61% | 3.79% | 3.88% | 22.61% |
Drawdowns
BOSVX vs. PRVIX - Drawdown Comparison
The maximum BOSVX drawdown since its inception was -57.14%, which is greater than PRVIX's maximum drawdown of -40.95%. Use the drawdown chart below to compare losses from any high point for BOSVX and PRVIX.
Loading graphics...
Drawdown Indicators
| BOSVX | PRVIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.14% | -40.95% | -16.19% |
Max Drawdown (1Y)Largest decline over 1 year | -14.60% | -14.06% | -0.54% |
Max Drawdown (5Y)Largest decline over 5 years | -28.71% | -28.00% | -0.71% |
Max Drawdown (10Y)Largest decline over 10 years | -57.14% | -40.95% | -16.19% |
Current DrawdownCurrent decline from peak | -6.09% | -8.14% | +2.05% |
Average DrawdownAverage peak-to-trough decline | -8.67% | -8.44% | -0.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.96% | 3.65% | +0.31% |
Volatility
BOSVX vs. PRVIX - Volatility Comparison
The current volatility for Bridgeway Omni Small-Cap Value Fund (BOSVX) is 5.33%, while T. Rowe Price Small-Cap Value Fund Class I (PRVIX) has a volatility of 6.11%. This indicates that BOSVX experiences smaller price fluctuations and is considered to be less risky than PRVIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| BOSVX | PRVIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.33% | 6.11% | -0.78% |
Volatility (6M)Calculated over the trailing 6-month period | 14.73% | 15.98% | -1.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.24% | 23.85% | +0.39% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.83% | 20.43% | +2.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.05% | 21.29% | +3.76% |