FMIMX vs. PRNHX
Compare and contrast key facts about FMI Common Stock Fund (FMIMX) and T. Rowe Price New Horizons Fund (PRNHX).
FMIMX is managed by FMI Funds. It was launched on Dec 18, 1981. 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: FMIMX or PRNHX.
Correlation
The correlation between FMIMX and PRNHX 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
FMIMX vs. PRNHX - Performance Comparison
Key characteristics
FMIMX:
0.56
PRNHX:
0.42
FMIMX:
0.90
PRNHX:
0.69
FMIMX:
1.11
PRNHX:
1.08
FMIMX:
0.97
PRNHX:
0.20
FMIMX:
2.86
PRNHX:
1.33
FMIMX:
3.19%
PRNHX:
5.42%
FMIMX:
16.46%
PRNHX:
17.14%
FMIMX:
-59.12%
PRNHX:
-55.79%
FMIMX:
-8.96%
PRNHX:
-27.59%
Returns By Period
In the year-to-date period, FMIMX achieves a 9.00% return, which is significantly higher than PRNHX's 5.60% return. Over the past 10 years, FMIMX has underperformed PRNHX with an annualized return of 3.34%, while PRNHX has yielded a comparatively higher 11.48% annualized return.
FMIMX
9.00%
-7.14%
2.68%
8.84%
7.48%
3.34%
PRNHX
5.60%
-6.18%
9.01%
6.17%
6.88%
11.48%
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FMIMX vs. PRNHX - Expense Ratio Comparison
FMIMX has a 1.01% expense ratio, which is higher than PRNHX's 0.75% expense ratio.
Risk-Adjusted Performance
FMIMX vs. PRNHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for FMI Common Stock Fund (FMIMX) 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
FMIMX vs. PRNHX - Dividend Comparison
FMIMX has not paid dividends to shareholders, while PRNHX's dividend yield for the trailing twelve months is around 4.83%.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
FMI Common Stock Fund | 0.00% | 0.27% | 0.14% | 0.33% | 0.76% | 0.43% | 0.44% | 0.02% | 0.00% | 0.00% | 12.38% | 0.45% |
T. Rowe Price New Horizons Fund | 4.83% | 0.00% | 4.72% | 17.09% | 13.58% | 11.73% | 13.94% | 8.27% | 5.77% | 7.72% | 11.65% | 6.61% |
Drawdowns
FMIMX vs. PRNHX - Drawdown Comparison
The maximum FMIMX drawdown since its inception was -59.12%, which is greater than PRNHX's maximum drawdown of -55.79%. Use the drawdown chart below to compare losses from any high point for FMIMX and PRNHX. For additional features, visit the drawdowns tool.
Volatility
FMIMX vs. PRNHX - Volatility Comparison
The current volatility for FMI Common Stock Fund (FMIMX) is 5.02%, while T. Rowe Price New Horizons Fund (PRNHX) has a volatility of 5.54%. This indicates that FMIMX 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.