GQHPX vs. PRWCX
Compare and contrast key facts about GQG Partners US Quality Dividend Income Fund (GQHPX) and T. Rowe Price Capital Appreciation Fund (PRWCX).
GQHPX is managed by GQG Partners Inc. It was launched on Jun 29, 2021. PRWCX is managed by T. Rowe Price. It was launched on Jun 30, 1986.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GQHPX or PRWCX.
Correlation
The correlation between GQHPX and PRWCX is 0.66, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
GQHPX vs. PRWCX - Performance Comparison
Key characteristics
GQHPX:
1.63
PRWCX:
1.70
GQHPX:
2.24
PRWCX:
2.35
GQHPX:
1.28
PRWCX:
1.31
GQHPX:
1.98
PRWCX:
1.30
GQHPX:
6.21
PRWCX:
11.56
GQHPX:
2.49%
PRWCX:
1.13%
GQHPX:
9.52%
PRWCX:
7.73%
GQHPX:
-17.26%
PRWCX:
-45.33%
GQHPX:
-0.39%
PRWCX:
-0.70%
Returns By Period
In the year-to-date period, GQHPX achieves a 7.04% return, which is significantly higher than PRWCX's 2.89% return.
GQHPX
7.04%
4.37%
3.86%
15.78%
N/A
N/A
PRWCX
2.89%
0.08%
5.23%
13.11%
5.17%
5.25%
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GQHPX vs. PRWCX - Expense Ratio Comparison
GQHPX has a 0.57% expense ratio, which is lower than PRWCX's 0.68% expense ratio.
Risk-Adjusted Performance
GQHPX vs. PRWCX — Risk-Adjusted Performance Rank
GQHPX
PRWCX
GQHPX vs. PRWCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for GQG Partners US Quality Dividend Income Fund (GQHPX) and T. Rowe Price Capital Appreciation Fund (PRWCX). 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
GQHPX vs. PRWCX - Dividend Comparison
GQHPX's dividend yield for the trailing twelve months is around 2.31%, more than PRWCX's 2.26% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GQHPX GQG Partners US Quality Dividend Income Fund | 2.31% | 2.47% | 2.65% | 3.24% | 0.77% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
PRWCX T. Rowe Price Capital Appreciation Fund | 2.26% | 2.33% | 2.11% | 1.57% | 0.95% | 1.17% | 1.54% | 2.53% | 1.31% | 1.57% | 1.52% | 1.42% |
Drawdowns
GQHPX vs. PRWCX - Drawdown Comparison
The maximum GQHPX drawdown since its inception was -17.26%, smaller than the maximum PRWCX drawdown of -45.33%. Use the drawdown chart below to compare losses from any high point for GQHPX and PRWCX. For additional features, visit the drawdowns tool.
Volatility
GQHPX vs. PRWCX - Volatility Comparison
GQG Partners US Quality Dividend Income Fund (GQHPX) and T. Rowe Price Capital Appreciation Fund (PRWCX) have volatilities of 2.18% and 2.14%, 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.