BRAGX vs. PRISX
Compare and contrast key facts about Bridgeway Aggressive Investors 1 Fund (BRAGX) and T. Rowe Price Financial Services Fund (PRISX).
BRAGX is managed by Bridgeway. It was launched on Aug 5, 1994. PRISX is managed by Blackrock. It was launched on Sep 30, 1996.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BRAGX or PRISX.
Correlation
The correlation between BRAGX and PRISX is 0.71, 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
BRAGX vs. PRISX - Performance Comparison
Key characteristics
BRAGX:
1.98
PRISX:
1.49
BRAGX:
2.66
PRISX:
2.03
BRAGX:
1.35
PRISX:
1.29
BRAGX:
3.10
PRISX:
1.80
BRAGX:
9.65
PRISX:
5.50
BRAGX:
3.26%
PRISX:
4.51%
BRAGX:
15.88%
PRISX:
16.69%
BRAGX:
-72.10%
PRISX:
-71.82%
BRAGX:
-0.62%
PRISX:
-5.96%
Returns By Period
In the year-to-date period, BRAGX achieves a 8.96% return, which is significantly higher than PRISX's 7.18% return. Over the past 10 years, BRAGX has underperformed PRISX with an annualized return of 6.35%, while PRISX has yielded a comparatively higher 8.82% annualized return.
BRAGX
8.96%
3.80%
20.68%
33.87%
11.76%
6.35%
PRISX
7.18%
3.09%
12.45%
25.69%
11.52%
8.82%
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BRAGX vs. PRISX - Expense Ratio Comparison
BRAGX has a 0.39% expense ratio, which is lower than PRISX's 0.88% expense ratio.
Risk-Adjusted Performance
BRAGX vs. PRISX — Risk-Adjusted Performance Rank
BRAGX
PRISX
BRAGX vs. PRISX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Bridgeway Aggressive Investors 1 Fund (BRAGX) and T. Rowe Price Financial Services Fund (PRISX). 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
BRAGX vs. PRISX - Dividend Comparison
BRAGX's dividend yield for the trailing twelve months is around 0.49%, less than PRISX's 1.16% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRAGX Bridgeway Aggressive Investors 1 Fund | 0.49% | 0.53% | 0.88% | 1.46% | 1.07% | 1.01% | 1.30% | 0.69% | 0.00% | 0.56% | 0.05% | 0.20% |
PRISX T. Rowe Price Financial Services Fund | 1.16% | 1.24% | 2.00% | 1.99% | 1.25% | 1.49% | 1.53% | 1.77% | 0.86% | 0.89% | 1.18% | 1.08% |
Drawdowns
BRAGX vs. PRISX - Drawdown Comparison
The maximum BRAGX drawdown since its inception was -72.10%, roughly equal to the maximum PRISX drawdown of -71.82%. Use the drawdown chart below to compare losses from any high point for BRAGX and PRISX. For additional features, visit the drawdowns tool.
Volatility
BRAGX vs. PRISX - Volatility Comparison
Bridgeway Aggressive Investors 1 Fund (BRAGX) has a higher volatility of 4.70% compared to T. Rowe Price Financial Services Fund (PRISX) at 3.13%. This indicates that BRAGX's price experiences larger fluctuations and is considered to be riskier than PRISX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.