BREIX vs. PRSCX
Compare and contrast key facts about Baron Real Estate Fund (BREIX) and T. Rowe Price Science And Technology Fund (PRSCX).
BREIX is managed by Baron Capital Group, Inc.. It was launched on Dec 31, 2009. PRSCX is managed by T. Rowe Price. It was launched on Sep 29, 1987.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BREIX or PRSCX.
Key characteristics
| BREIX | PRSCX | |
|---|---|---|
| YTD Return | 17.03% | 30.91% |
| 1Y Return | 38.28% | 44.07% |
| 3Y Return (Ann) | -0.78% | -5.65% |
| 5Y Return (Ann) | 8.34% | 4.34% |
| 10Y Return (Ann) | 5.52% | 2.03% |
| Sharpe Ratio | 1.97 | 2.01 |
| Sortino Ratio | 2.78 | 2.64 |
| Omega Ratio | 1.34 | 1.35 |
| Calmar Ratio | 1.22 | 0.86 |
| Martin Ratio | 7.84 | 9.30 |
| Ulcer Index | 4.70% | 4.79% |
| Daily Std Dev | 18.72% | 22.18% |
| Max Drawdown | -42.73% | -87.38% |
| Current Drawdown | -2.38% | -30.81% |
Correlation
The correlation between BREIX and PRSCX is 0.74, 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
BREIX vs. PRSCX - Performance Comparison
In the year-to-date period, BREIX achieves a 17.03% return, which is significantly lower than PRSCX's 30.91% return. Over the past 10 years, BREIX has outperformed PRSCX with an annualized return of 5.52%, while PRSCX has yielded a comparatively lower 2.03% 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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BREIX vs. PRSCX - Expense Ratio Comparison
BREIX has a 1.05% expense ratio, which is higher than PRSCX's 0.84% expense ratio.
Risk-Adjusted Performance
BREIX vs. PRSCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Real Estate Fund (BREIX) and T. Rowe Price Science And Technology Fund (PRSCX). 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
BREIX vs. PRSCX - Dividend Comparison
BREIX's dividend yield for the trailing twelve months is around 0.38%, while PRSCX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BREIX Baron Real Estate Fund | 0.38% | 0.43% | 0.08% | 0.00% | 0.05% | 0.42% | 0.34% | 0.00% | 0.28% | 0.04% | 0.33% | 0.15% |
PRSCX T. Rowe Price Science And Technology Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.54% | 0.81% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
BREIX vs. PRSCX - Drawdown Comparison
The maximum BREIX drawdown since its inception was -42.73%, smaller than the maximum PRSCX drawdown of -87.38%. Use the drawdown chart below to compare losses from any high point for BREIX and PRSCX. For additional features, visit the drawdowns tool.
Volatility
BREIX vs. PRSCX - Volatility Comparison
Baron Real Estate Fund (BREIX) and T. Rowe Price Science And Technology Fund (PRSCX) have volatilities of 5.01% and 5.15%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.