LBETX vs. PRCOX
Compare and contrast key facts about LGM Risk Managed Total Return Fund (LBETX) and T. Rowe Price U.S. Equity Research Fund (PRCOX).
LBETX is managed by Blackrock. It was launched on Jun 11, 2017. PRCOX is managed by T. Rowe Price. It was launched on Nov 30, 1994.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LBETX or PRCOX.
Correlation
The correlation between LBETX and PRCOX is 0.70, 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
LBETX vs. PRCOX - Performance Comparison
Key characteristics
LBETX:
1.85
PRCOX:
1.86
LBETX:
2.63
PRCOX:
2.50
LBETX:
1.36
PRCOX:
1.34
LBETX:
1.31
PRCOX:
2.75
LBETX:
11.52
PRCOX:
11.62
LBETX:
0.93%
PRCOX:
2.10%
LBETX:
5.78%
PRCOX:
13.19%
LBETX:
-21.11%
PRCOX:
-58.69%
LBETX:
-0.09%
PRCOX:
0.00%
Returns By Period
In the year-to-date period, LBETX achieves a 1.51% return, which is significantly lower than PRCOX's 4.38% return.
LBETX
1.51%
0.70%
3.72%
10.56%
1.09%
N/A
PRCOX
4.38%
2.28%
10.43%
24.28%
14.42%
10.92%
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LBETX vs. PRCOX - Expense Ratio Comparison
LBETX has a 2.32% expense ratio, which is higher than PRCOX's 0.42% expense ratio.
Risk-Adjusted Performance
LBETX vs. PRCOX — Risk-Adjusted Performance Rank
LBETX
PRCOX
LBETX vs. PRCOX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for LGM Risk Managed Total Return Fund (LBETX) and T. Rowe Price U.S. Equity Research Fund (PRCOX). 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
LBETX vs. PRCOX - Dividend Comparison
LBETX's dividend yield for the trailing twelve months is around 0.90%, more than PRCOX's 0.61% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LBETX LGM Risk Managed Total Return Fund | 0.90% | 0.91% | 0.00% | 0.00% | 0.00% | 0.68% | 0.17% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
PRCOX T. Rowe Price U.S. Equity Research Fund | 0.61% | 0.64% | 1.17% | 0.88% | 0.69% | 0.87% | 0.55% | 1.23% | 1.07% | 1.24% | 1.64% | 1.12% |
Drawdowns
LBETX vs. PRCOX - Drawdown Comparison
The maximum LBETX drawdown since its inception was -21.11%, smaller than the maximum PRCOX drawdown of -58.69%. Use the drawdown chart below to compare losses from any high point for LBETX and PRCOX. For additional features, visit the drawdowns tool.
Volatility
LBETX vs. PRCOX - Volatility Comparison
The current volatility for LGM Risk Managed Total Return Fund (LBETX) is 1.26%, while T. Rowe Price U.S. Equity Research Fund (PRCOX) has a volatility of 3.43%. This indicates that LBETX experiences smaller price fluctuations and is considered to be less risky than PRCOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.