GQRIX vs. PRWCX
Compare and contrast key facts about GQG Partners Global Quality Equity Fund Institutional Shares (GQRIX) and T. Rowe Price Capital Appreciation Fund (PRWCX).
GQRIX is managed by GQG Partners Inc. It was launched on Mar 29, 2019. 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: GQRIX or PRWCX.
Correlation
The correlation between GQRIX and PRWCX is 0.75, 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
GQRIX vs. PRWCX - Performance Comparison
Key characteristics
GQRIX:
-0.33
PRWCX:
0.57
GQRIX:
-0.31
PRWCX:
0.88
GQRIX:
0.95
PRWCX:
1.12
GQRIX:
-0.32
PRWCX:
0.65
GQRIX:
-0.91
PRWCX:
3.18
GQRIX:
6.42%
PRWCX:
1.94%
GQRIX:
17.52%
PRWCX:
10.91%
GQRIX:
-28.86%
PRWCX:
-41.77%
GQRIX:
-13.79%
PRWCX:
-6.64%
Returns By Period
The year-to-date returns for both stocks are quite close, with GQRIX having a -3.11% return and PRWCX slightly lower at -3.26%.
GQRIX
-3.11%
-3.22%
-11.40%
-1.28%
12.67%
N/A
PRWCX
-3.26%
-4.07%
-4.17%
6.66%
11.30%
9.73%
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GQRIX vs. PRWCX - Expense Ratio Comparison
GQRIX has a 0.75% expense ratio, which is higher than PRWCX's 0.68% expense ratio.
Risk-Adjusted Performance
GQRIX vs. PRWCX — Risk-Adjusted Performance Rank
GQRIX
PRWCX
GQRIX vs. PRWCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for GQG Partners Global Quality Equity Fund Institutional Shares (GQRIX) 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
GQRIX vs. PRWCX - Dividend Comparison
GQRIX's dividend yield for the trailing twelve months is around 1.07%, less than PRWCX's 2.40% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GQRIX GQG Partners Global Quality Equity Fund Institutional Shares | 1.07% | 1.04% | 1.40% | 2.88% | 1.64% | 0.11% | 0.04% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
PRWCX T. Rowe Price Capital Appreciation Fund | 2.40% | 2.33% | 2.11% | 1.57% | 0.95% | 1.17% | 1.54% | 2.53% | 1.31% | 1.57% | 1.52% | 1.42% |
Drawdowns
GQRIX vs. PRWCX - Drawdown Comparison
The maximum GQRIX drawdown since its inception was -28.86%, smaller than the maximum PRWCX drawdown of -41.77%. Use the drawdown chart below to compare losses from any high point for GQRIX and PRWCX. For additional features, visit the drawdowns tool.
Volatility
GQRIX vs. PRWCX - Volatility Comparison
GQG Partners Global Quality Equity Fund Institutional Shares (GQRIX) and T. Rowe Price Capital Appreciation Fund (PRWCX) have volatilities of 8.00% and 7.63%, 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.