Correlation
The correlation between OTCFX and VEXRX is 0.88, 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.
OTCFX vs. VEXRX
Compare and contrast key facts about T. Rowe Price Small-Cap Stock Fund (OTCFX) and Vanguard Explorer Fund Admiral Shares (VEXRX).
OTCFX is managed by T. Rowe Price. It was launched on Jun 1, 1956. VEXRX is managed by Vanguard. It was launched on Nov 12, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OTCFX or VEXRX.
Performance
OTCFX vs. VEXRX - Performance Comparison
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Key characteristics
OTCFX:
0.30
VEXRX:
-0.02
OTCFX:
0.68
VEXRX:
0.21
OTCFX:
1.09
VEXRX:
1.03
OTCFX:
0.34
VEXRX:
0.03
OTCFX:
1.06
VEXRX:
0.09
OTCFX:
7.56%
VEXRX:
8.81%
OTCFX:
21.82%
VEXRX:
22.84%
OTCFX:
-56.37%
VEXRX:
-57.26%
OTCFX:
-10.28%
VEXRX:
-12.59%
Returns By Period
In the year-to-date period, OTCFX achieves a -3.01% return, which is significantly higher than VEXRX's -5.43% return. Both investments have delivered pretty close results over the past 10 years, with OTCFX having a 8.94% annualized return and VEXRX not far behind at 8.80%.
OTCFX
-3.01%
1.94%
-10.04%
6.46%
6.36%
8.83%
8.94%
VEXRX
-5.43%
3.16%
-12.43%
-0.47%
5.78%
8.36%
8.80%
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OTCFX vs. VEXRX - Expense Ratio Comparison
OTCFX has a 0.85% expense ratio, which is higher than VEXRX's 0.29% expense ratio.
Risk-Adjusted Performance
OTCFX vs. VEXRX — Risk-Adjusted Performance Rank
OTCFX
VEXRX
OTCFX vs. VEXRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Small-Cap Stock Fund (OTCFX) and Vanguard Explorer Fund Admiral Shares (VEXRX). 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
OTCFX vs. VEXRX - Dividend Comparison
OTCFX's dividend yield for the trailing twelve months is around 16.49%, more than VEXRX's 7.02% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OTCFX T. Rowe Price Small-Cap Stock Fund | 16.49% | 16.00% | 3.81% | 4.12% | 7.08% | 2.28% | 5.35% | 12.43% | 8.43% | 1.89% | 10.93% | 7.18% |
VEXRX Vanguard Explorer Fund Admiral Shares | 7.02% | 6.63% | 0.89% | 5.22% | 16.17% | 6.75% | 5.08% | 11.13% | 11.96% | 4.63% | 10.89% | 15.38% |
Drawdowns
OTCFX vs. VEXRX - Drawdown Comparison
The maximum OTCFX drawdown since its inception was -56.37%, roughly equal to the maximum VEXRX drawdown of -57.26%. Use the drawdown chart below to compare losses from any high point for OTCFX and VEXRX.
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Volatility
OTCFX vs. VEXRX - Volatility Comparison
The current volatility for T. Rowe Price Small-Cap Stock Fund (OTCFX) is 5.76%, while Vanguard Explorer Fund Admiral Shares (VEXRX) has a volatility of 6.10%. This indicates that OTCFX experiences smaller price fluctuations and is considered to be less risky than VEXRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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