IAXIX vs. PRDGX
IAXIX (VY T. Rowe Price Diversified Mid Cap Growth Portfolio) and PRDGX (T. Rowe Price Dividend Growth Fund, Inc.) are both mutual funds - IAXIX is a Mid Cap Growth Equities fund managed by T. Rowe Price, while PRDGX is a Large Cap Blend Equities fund actively managed by T. Rowe Price. Over the past 10 years, IAXIX returned 12.41%/yr vs 12.88%/yr for PRDGX. Their correlation of 0.87 means they have usually moved in the same direction. IAXIX charges 0.78%/yr vs 0.64%/yr for PRDGX.
Performance
IAXIX vs. PRDGX - Performance Comparison
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Returns By Period
In the year-to-date period, IAXIX achieves a 2.00% return, which is significantly lower than PRDGX's 10.76% return. Both investments have delivered pretty close results over the past 10 years, with IAXIX having a 12.41% annualized return and PRDGX not far ahead at 12.88%.
IAXIX
- 1D
- -0.27%
- 1M
- -3.86%
- 6M
- 1.72%
- YTD
- 2.00%
- 1Y
- -0.72%
- 3Y*
- 12.70%
- 5Y*
- 5.34%
- 10Y*
- 12.41%
- ALL TIME*
- 9.55%
PRDGX
- 1D
- -0.43%
- 1M
- 0.31%
- 6M
- 8.04%
- YTD
- 10.76%
- 1Y
- 19.11%
- 3Y*
- 14.42%
- 5Y*
- 9.85%
- 10Y*
- 12.88%
- ALL TIME*
- 10.50%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
IAXIX vs. PRDGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IAXIX VY T. Rowe Price Diversified Mid Cap Growth Portfolio | 2.00% | 10.02% | 23.56% | 20.96% | -24.03% | 13.90% | 31.84% | 37.03% | -3.25% | 24.82% |
PRDGX T. Rowe Price Dividend Growth Fund, Inc. | 10.76% | 14.74% | 13.48% | 13.68% | -10.22% | 26.03% | 13.92% | 31.76% | -1.06% | 18.89% |
Correlation
The correlation between IAXIX and PRDGX is 0.64, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.64 |
Correlation (3Y) Balances recent behavior with more history. | 0.68 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.76 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.79 |
Correlation (All Time) Calculated using the full available price history since Dec 10, 2001 | 0.87 |
Over the past year, the correlation between IAXIX and PRDGX has dropped to 0.64 - well below their long-term average of 0.87, suggesting their price drivers have been diverging.
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Return for Risk
IAXIX vs. PRDGX — Risk / Return Rank
IAXIX
PRDGX
IAXIX vs. PRDGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for VY T. Rowe Price Diversified Mid Cap Growth Portfolio (IAXIX) and T. Rowe Price Dividend Growth Fund, Inc. (PRDGX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| IAXIX | PRDGX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.88 | ||
| Sortino ratioReturn per unit of downside risk | -2.54 | ||
| Omega ratioGain probability vs. loss probability | 1.01 | 1.33 | -0.32 |
| Calmar ratioReturn relative to maximum drawdown | -0.05 | 2.46 | -2.51 |
| Martin ratioReturn relative to average drawdown | -0.16 | 10.26 | -10.42 |
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Drawdowns
IAXIX vs. PRDGX - Drawdown Comparison
The maximum IAXIX drawdown since its inception was -57.55%, which is greater than PRDGX's maximum drawdown of -49.79%. Use the drawdown chart below to compare losses from any high point for IAXIX and PRDGX.
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Drawdown Indicators
| IAXIX | PRDGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.55% | -49.79% | -7.76% |
Max Drawdown (1Y)Largest decline over 1 year | -14.20% | -7.34% | -6.86% |
Max Drawdown (3Y)Largest decline over 3 years | -25.22% | -14.15% | -11.07% |
Max Drawdown (5Y)Largest decline over 5 years | -35.55% | -19.31% | -16.24% |
Max Drawdown (10Y)Largest decline over 10 years | -35.92% | -33.18% | -2.74% |
Current DrawdownCurrent decline from peak | -6.11% | -0.96% | -5.15% |
Average DrawdownAverage peak-to-trough decline | -9.22% | -5.39% | -3.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.67% | 1.76% | +2.91% |
Volatility
IAXIX vs. PRDGX - Volatility Comparison
VY T. Rowe Price Diversified Mid Cap Growth Portfolio (IAXIX) has a higher volatility of 5.23% compared to T. Rowe Price Dividend Growth Fund, Inc. (PRDGX) at 2.45%. This indicates that IAXIX's price experiences larger fluctuations and is considered to be riskier than PRDGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IAXIX | PRDGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.23% | 2.45% | +2.78% |
Volatility (6M)Calculated over the trailing 6-month period | 14.49% | 7.44% | +7.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.48% | 9.88% | +8.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.72% | 14.03% | +8.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.62% | 15.82% | +5.80% |
IAXIX vs. PRDGX - Expense Ratio Comparison
IAXIX has a 0.78% expense ratio, which is higher than PRDGX's 0.64% expense ratio.
Dividends
IAXIX vs. PRDGX - Dividend Comparison
IAXIX's dividend yield for the trailing twelve months is around 14.53%, more than PRDGX's 7.31% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IAXIX VY T. Rowe Price Diversified Mid Cap Growth Portfolio | 14.53% | 14.82% | 10.16% | 0.13% | 33.01% | 16.53% | 7.02% | 10.49% | 11.65% | 7.56% | 13.36% | 17.67% |
PRDGX T. Rowe Price Dividend Growth Fund, Inc. | 7.31% | 8.02% | 4.66% | 2.78% | 3.81% | 2.00% | 1.03% | 2.33% | 3.67% | 1.82% | 3.07% | 7.57% |
Frequently Asked Questions
IAXIX and PRDGX have a correlation of 0.64, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IAXIX has higher volatility (5.23%) compared to PRDGX (2.45%). In terms of maximum drawdown, IAXIX dropped -57.55% vs PRDGX's -49.79%.
PRDGX currently has the higher Sharpe Ratio (1.84 vs -0.04), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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