KCVIX vs. PRWCX
Compare and contrast key facts about Knights of Columbus Large Cap Value Fund (KCVIX) and T. Rowe Price Capital Appreciation Fund (PRWCX).
KCVIX is managed by Catholic Investor. It was launched on Feb 27, 2015. 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: KCVIX or PRWCX.
Correlation
The correlation between KCVIX and PRWCX is 0.83, 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
KCVIX vs. PRWCX - Performance Comparison
Key characteristics
KCVIX:
0.89
PRWCX:
1.86
KCVIX:
1.17
PRWCX:
2.53
KCVIX:
1.18
PRWCX:
1.34
KCVIX:
0.81
PRWCX:
1.32
KCVIX:
2.59
PRWCX:
12.84
KCVIX:
4.51%
PRWCX:
1.12%
KCVIX:
13.09%
PRWCX:
7.72%
KCVIX:
-39.82%
PRWCX:
-45.33%
KCVIX:
-9.49%
PRWCX:
-0.31%
Returns By Period
In the year-to-date period, KCVIX achieves a 4.55% return, which is significantly higher than PRWCX's 3.29% return.
KCVIX
4.55%
4.42%
4.40%
12.12%
7.43%
N/A
PRWCX
3.29%
2.29%
9.64%
14.51%
5.30%
5.48%
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KCVIX vs. PRWCX - Expense Ratio Comparison
KCVIX has a 0.90% expense ratio, which is higher than PRWCX's 0.68% expense ratio.
Risk-Adjusted Performance
KCVIX vs. PRWCX — Risk-Adjusted Performance Rank
KCVIX
PRWCX
KCVIX vs. PRWCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Knights of Columbus Large Cap Value Fund (KCVIX) 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
KCVIX vs. PRWCX - Dividend Comparison
KCVIX's dividend yield for the trailing twelve months is around 1.39%, less than PRWCX's 2.25% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KCVIX Knights of Columbus Large Cap Value Fund | 1.39% | 1.46% | 1.21% | 1.33% | 0.75% | 1.25% | 1.51% | 1.68% | 1.25% | 1.53% | 1.27% | 0.00% |
PRWCX T. Rowe Price Capital Appreciation Fund | 2.25% | 2.33% | 2.11% | 1.57% | 0.95% | 1.17% | 1.54% | 2.53% | 1.31% | 1.57% | 1.52% | 1.42% |
Drawdowns
KCVIX vs. PRWCX - Drawdown Comparison
The maximum KCVIX drawdown since its inception was -39.82%, smaller than the maximum PRWCX drawdown of -45.33%. Use the drawdown chart below to compare losses from any high point for KCVIX and PRWCX. For additional features, visit the drawdowns tool.
Volatility
KCVIX vs. PRWCX - Volatility Comparison
Knights of Columbus Large Cap Value Fund (KCVIX) has a higher volatility of 3.32% compared to T. Rowe Price Capital Appreciation Fund (PRWCX) at 2.18%. This indicates that KCVIX's price experiences larger fluctuations and is considered to be riskier than PRWCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.