CMNWX vs. PRCOX
Compare and contrast key facts about Principal Capital Appreciation Fund (CMNWX) and T. Rowe Price U.S. Equity Research Fund (PRCOX).
CMNWX is managed by Principal. It was launched on Nov 24, 1986. PRCOX is managed by T. Rowe Price. It was launched on Nov 30, 1994.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CMNWX or PRCOX.
Correlation
The correlation between CMNWX and PRCOX is 0.91, 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
CMNWX vs. PRCOX - Performance Comparison
Key characteristics
CMNWX:
1.66
PRCOX:
2.18
CMNWX:
2.16
PRCOX:
2.90
CMNWX:
1.31
PRCOX:
1.40
CMNWX:
2.63
PRCOX:
3.17
CMNWX:
10.80
PRCOX:
14.06
CMNWX:
2.09%
PRCOX:
2.00%
CMNWX:
13.69%
PRCOX:
12.92%
CMNWX:
-57.43%
PRCOX:
-58.69%
CMNWX:
-7.01%
PRCOX:
-2.37%
Returns By Period
In the year-to-date period, CMNWX achieves a 22.06% return, which is significantly lower than PRCOX's 27.61% return. Over the past 10 years, CMNWX has underperformed PRCOX with an annualized return of 4.23%, while PRCOX has yielded a comparatively higher 10.74% annualized return.
CMNWX
22.06%
-5.09%
4.86%
22.57%
11.08%
4.23%
PRCOX
27.61%
-0.02%
9.39%
28.02%
14.85%
10.74%
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CMNWX vs. PRCOX - Expense Ratio Comparison
CMNWX has a 0.80% expense ratio, which is higher than PRCOX's 0.42% expense ratio.
Risk-Adjusted Performance
CMNWX vs. PRCOX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Principal Capital Appreciation Fund (CMNWX) and T. Rowe Price U.S. Equity Research Fund (PRCOX). 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
CMNWX vs. PRCOX - Dividend Comparison
CMNWX's dividend yield for the trailing twelve months is around 0.58%, while PRCOX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CMNWX Principal Capital Appreciation Fund | 0.58% | 0.71% | 0.69% | 0.43% | 0.78% | 0.93% | 1.62% | 1.01% | 1.07% | 1.19% | 0.92% | 0.76% |
PRCOX T. Rowe Price U.S. Equity Research Fund | 0.00% | 1.17% | 0.88% | 0.69% | 0.87% | 0.55% | 1.23% | 1.07% | 1.24% | 1.64% | 1.12% | 0.92% |
Drawdowns
CMNWX vs. PRCOX - Drawdown Comparison
The maximum CMNWX drawdown since its inception was -57.43%, roughly equal to the maximum PRCOX drawdown of -58.69%. Use the drawdown chart below to compare losses from any high point for CMNWX and PRCOX. For additional features, visit the drawdowns tool.
Volatility
CMNWX vs. PRCOX - Volatility Comparison
Principal Capital Appreciation Fund (CMNWX) has a higher volatility of 6.35% compared to T. Rowe Price U.S. Equity Research Fund (PRCOX) at 4.14%. This indicates that CMNWX's price experiences larger fluctuations and is considered to be riskier than PRCOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.