Correlation
The correlation between MKTRX and PRWCX is 0.86, 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.
MKTRX vs. PRWCX
Compare and contrast key facts about MainStay Income Builder Fund (MKTRX) and T. Rowe Price Capital Appreciation Fund (PRWCX).
MKTRX is managed by New York Life Investments. It was launched on Dec 28, 1987. 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: MKTRX or PRWCX.
Performance
MKTRX vs. PRWCX - Performance Comparison
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Key characteristics
Returns By Period
MKTRX
N/A
N/A
N/A
N/A
N/A
N/A
N/A
PRWCX
2.69%
2.66%
0.65%
10.35%
9.75%
11.07%
10.28%
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MKTRX vs. PRWCX - Expense Ratio Comparison
MKTRX has a 1.95% expense ratio, which is higher than PRWCX's 0.68% expense ratio.
Risk-Adjusted Performance
MKTRX vs. PRWCX — Risk-Adjusted Performance Rank
MKTRX
PRWCX
MKTRX vs. PRWCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MainStay Income Builder Fund (MKTRX) 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.
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Dividends
MKTRX vs. PRWCX - Dividend Comparison
MKTRX has not paid dividends to shareholders, while PRWCX's dividend yield for the trailing twelve months is around 10.10%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MKTRX MainStay Income Builder Fund | 1.36% | 1.97% | 0.85% | 1.48% | 1.47% | 0.64% | 1.90% | 3.75% | 4.15% | 2.30% | 6.19% | 7.20% |
PRWCX T. Rowe Price Capital Appreciation Fund | 10.10% | 10.38% | 4.15% | 9.44% | 9.23% | 7.97% | 5.83% | 7.46% | 6.82% | 3.51% | 9.86% | 10.03% |
Drawdowns
MKTRX vs. PRWCX - Drawdown Comparison
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Volatility
MKTRX vs. PRWCX - Volatility Comparison
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