BRAGX vs. TRMCX
Compare and contrast key facts about Bridgeway Aggressive Investors 1 Fund (BRAGX) and T. Rowe Price Mid-Cap Value Fund (TRMCX).
BRAGX is managed by Bridgeway. It was launched on Aug 5, 1994. TRMCX is managed by T. Rowe Price. It was launched on Jun 28, 1996.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BRAGX or TRMCX.
Correlation
The correlation between BRAGX and TRMCX is 0.79, 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. TRMCX - Performance Comparison
Key characteristics
BRAGX:
1.73
TRMCX:
0.16
BRAGX:
2.33
TRMCX:
0.30
BRAGX:
1.31
TRMCX:
1.05
BRAGX:
2.76
TRMCX:
0.16
BRAGX:
8.55
TRMCX:
0.41
BRAGX:
3.28%
TRMCX:
6.82%
BRAGX:
16.21%
TRMCX:
17.43%
BRAGX:
-72.10%
TRMCX:
-60.52%
BRAGX:
-4.96%
TRMCX:
-15.16%
Returns By Period
In the year-to-date period, BRAGX achieves a 4.21% return, which is significantly higher than TRMCX's 1.85% return. Over the past 10 years, BRAGX has outperformed TRMCX with an annualized return of 5.87%, while TRMCX has yielded a comparatively lower 1.92% annualized return.
BRAGX
4.21%
-2.14%
14.08%
25.57%
10.75%
5.87%
TRMCX
1.85%
-2.02%
-7.72%
1.95%
4.14%
1.92%
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BRAGX vs. TRMCX - Expense Ratio Comparison
BRAGX has a 0.39% expense ratio, which is lower than TRMCX's 0.77% expense ratio.
Risk-Adjusted Performance
BRAGX vs. TRMCX — Risk-Adjusted Performance Rank
BRAGX
TRMCX
BRAGX vs. TRMCX - 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 Mid-Cap Value Fund (TRMCX). 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. TRMCX - Dividend Comparison
BRAGX's dividend yield for the trailing twelve months is around 0.51%, less than TRMCX's 1.41% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRAGX Bridgeway Aggressive Investors 1 Fund | 0.51% | 0.53% | 0.88% | 1.46% | 1.07% | 1.01% | 1.30% | 0.69% | 0.00% | 0.56% | 0.05% | 0.20% |
TRMCX T. Rowe Price Mid-Cap Value Fund | 1.41% | 1.44% | 1.14% | 0.89% | 1.01% | 1.01% | 1.47% | 1.23% | 1.09% | 0.93% | 1.36% | 1.08% |
Drawdowns
BRAGX vs. TRMCX - Drawdown Comparison
The maximum BRAGX drawdown since its inception was -72.10%, which is greater than TRMCX's maximum drawdown of -60.52%. Use the drawdown chart below to compare losses from any high point for BRAGX and TRMCX. For additional features, visit the drawdowns tool.
Volatility
BRAGX vs. TRMCX - Volatility Comparison
Bridgeway Aggressive Investors 1 Fund (BRAGX) has a higher volatility of 5.71% compared to T. Rowe Price Mid-Cap Value Fund (TRMCX) at 3.05%. This indicates that BRAGX's price experiences larger fluctuations and is considered to be riskier than TRMCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.