BSMIX vs. PRNHX
Compare and contrast key facts about iShares Russell Small/Mid-Cap Index Fund (BSMIX) and T. Rowe Price New Horizons Fund (PRNHX).
BSMIX is managed by Blackrock. It was launched on Aug 13, 2015. PRNHX is managed by T. Rowe Price. It was launched on Jun 3, 1960.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BSMIX or PRNHX.
Key characteristics
| BSMIX | PRNHX | |
|---|---|---|
| YTD Return | -0.07% | -3.49% |
| 1Y Return | 16.86% | 11.55% |
| 3Y Return (Ann) | -0.74% | -8.31% |
| 5Y Return (Ann) | 7.50% | 7.07% |
| Sharpe Ratio | 0.85 | 0.61 |
| Daily Std Dev | 17.39% | 17.13% |
| Max Drawdown | -41.32% | -55.79% |
| Current Drawdown | -9.51% | -33.82% |
Correlation
The correlation between BSMIX and PRNHX is 0.83, 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
BSMIX vs. PRNHX - Performance Comparison
In the year-to-date period, BSMIX achieves a -0.07% return, which is significantly higher than PRNHX's -3.49% 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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BSMIX vs. PRNHX - Expense Ratio Comparison
BSMIX has a 0.12% expense ratio, which is lower than PRNHX's 0.75% expense ratio.
Risk-Adjusted Performance
BSMIX vs. PRNHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Russell Small/Mid-Cap Index Fund (BSMIX) and T. Rowe Price New Horizons Fund (PRNHX). 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
BSMIX vs. PRNHX - Dividend Comparison
BSMIX's dividend yield for the trailing twelve months is around 1.35%, while PRNHX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSMIX iShares Russell Small/Mid-Cap Index Fund | 1.35% | 1.39% | 4.94% | 4.77% | 4.42% | 2.83% | 4.33% | 2.83% | 1.45% | 0.61% | 0.00% | 0.00% |
PRNHX T. Rowe Price New Horizons Fund | 0.00% | 0.00% | 4.72% | 17.09% | 13.58% | 11.73% | 13.94% | 8.27% | 5.77% | 7.72% | 11.65% | 6.61% |
Drawdowns
BSMIX vs. PRNHX - Drawdown Comparison
The maximum BSMIX drawdown since its inception was -41.32%, smaller than the maximum PRNHX drawdown of -55.79%. Use the drawdown chart below to compare losses from any high point for BSMIX and PRNHX. For additional features, visit the drawdowns tool.
Volatility
BSMIX vs. PRNHX - Volatility Comparison
The current volatility for iShares Russell Small/Mid-Cap Index Fund (BSMIX) is 4.65%, while T. Rowe Price New Horizons Fund (PRNHX) has a volatility of 4.97%. This indicates that BSMIX experiences smaller price fluctuations and is considered to be less risky than PRNHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.