OTCFX vs. VWELX
Compare and contrast key facts about T. Rowe Price Small-Cap Stock Fund (OTCFX) and Vanguard Wellington Fund Investor Shares (VWELX).
OTCFX is managed by T. Rowe Price. It was launched on Jun 1, 1956. VWELX is managed by Vanguard. It was launched on Jul 1, 1929.
Performance
OTCFX vs. VWELX - Performance Comparison
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OTCFX vs. VWELX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OTCFX T. Rowe Price Small-Cap Stock Fund | 1.55% | 16.42% | 11.48% | 17.56% | -23.47% | 17.07% | 25.05% | 33.61% | -3.39% | 15.13% |
VWELX Vanguard Wellington Fund Investor Shares | -3.35% | 16.54% | 14.73% | 14.29% | -14.36% | 18.99% | 10.57% | 22.51% | -3.43% | 13.98% |
Returns By Period
In the year-to-date period, OTCFX achieves a 1.55% return, which is significantly higher than VWELX's -3.35% return. Over the past 10 years, OTCFX has outperformed VWELX with an annualized return of 11.79%, while VWELX has yielded a comparatively lower 9.32% annualized return.
OTCFX
- 1D
- 3.79%
- 1M
- -7.03%
- YTD
- 1.55%
- 6M
- 10.78%
- 1Y
- 25.54%
- 3Y*
- 14.42%
- 5Y*
- 4.74%
- 10Y*
- 11.79%
VWELX
- 1D
- 2.02%
- 1M
- -3.95%
- YTD
- -3.35%
- 6M
- -0.44%
- 1Y
- 14.14%
- 3Y*
- 12.65%
- 5Y*
- 7.58%
- 10Y*
- 9.32%
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OTCFX vs. VWELX - Expense Ratio Comparison
OTCFX has a 0.85% expense ratio, which is higher than VWELX's 0.24% expense ratio.
Return for Risk
OTCFX vs. VWELX — Risk / Return Rank
OTCFX
VWELX
OTCFX vs. VWELX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Small-Cap Stock Fund (OTCFX) and Vanguard Wellington Fund Investor Shares (VWELX). 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.
| OTCFX | VWELX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.16 | 1.23 | -0.07 |
Sortino ratioReturn per unit of downside risk | 1.80 | 1.81 | -0.01 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.27 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.48 | 1.88 | -0.40 |
Martin ratioReturn relative to average drawdown | 6.16 | 8.47 | -2.30 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| OTCFX | VWELX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.16 | 1.23 | -0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.24 | 0.69 | -0.45 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.58 | 0.81 | -0.23 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.82 | -0.25 |
Correlation
The correlation between OTCFX and VWELX is 0.64, 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.
Dividends
OTCFX vs. VWELX - Dividend Comparison
OTCFX's dividend yield for the trailing twelve months is around 14.03%, more than VWELX's 11.92% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OTCFX T. Rowe Price Small-Cap Stock Fund | 14.03% | 14.25% | 16.00% | 3.80% | 4.12% | 7.08% | 2.28% | 5.35% | 12.43% | 8.39% | 1.89% | 10.93% |
VWELX Vanguard Wellington Fund Investor Shares | 11.92% | 11.46% | 10.76% | 6.01% | 8.19% | 8.64% | 7.77% | 4.67% | 9.49% | 5.82% | 4.44% | 7.03% |
Drawdowns
OTCFX vs. VWELX - Drawdown Comparison
The maximum OTCFX drawdown since its inception was -56.37%, which is greater than VWELX's maximum drawdown of -36.12%. Use the drawdown chart below to compare losses from any high point for OTCFX and VWELX.
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Drawdown Indicators
| OTCFX | VWELX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.37% | -36.12% | -20.25% |
Max Drawdown (1Y)Largest decline over 1 year | -13.51% | -8.03% | -5.48% |
Max Drawdown (5Y)Largest decline over 5 years | -32.44% | -20.88% | -11.56% |
Max Drawdown (10Y)Largest decline over 10 years | -37.71% | -25.33% | -12.38% |
Current DrawdownCurrent decline from peak | -7.37% | -4.90% | -2.47% |
Average DrawdownAverage peak-to-trough decline | -8.25% | -3.93% | -4.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.73% | 1.78% | +1.95% |
Volatility
OTCFX vs. VWELX - Volatility Comparison
T. Rowe Price Small-Cap Stock Fund (OTCFX) has a higher volatility of 8.20% compared to Vanguard Wellington Fund Investor Shares (VWELX) at 4.07%. This indicates that OTCFX's price experiences larger fluctuations and is considered to be riskier than VWELX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OTCFX | VWELX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.20% | 4.07% | +4.13% |
Volatility (6M)Calculated over the trailing 6-month period | 14.88% | 6.66% | +8.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.77% | 11.88% | +10.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.11% | 11.12% | +8.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.44% | 11.50% | +8.94% |