Correlation
The correlation between OTCFX and VWELX is 0.76, 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. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OTCFX or VWELX.
Performance
OTCFX vs. VWELX - Performance Comparison
Loading data...
Key characteristics
OTCFX:
0.30
VWELX:
0.89
OTCFX:
0.68
VWELX:
1.36
OTCFX:
1.09
VWELX:
1.20
OTCFX:
0.34
VWELX:
0.98
OTCFX:
1.06
VWELX:
3.94
OTCFX:
7.56%
VWELX:
2.99%
OTCFX:
21.82%
VWELX:
12.82%
OTCFX:
-56.37%
VWELX:
-36.12%
OTCFX:
-10.28%
VWELX:
-0.66%
Returns By Period
In the year-to-date period, OTCFX achieves a -3.01% return, which is significantly lower than VWELX's 2.84% return. Both investments have delivered pretty close results over the past 10 years, with OTCFX having a 8.94% annualized return and VWELX not far behind at 8.55%.
OTCFX
-3.01%
1.94%
-10.04%
6.46%
6.36%
8.83%
8.94%
VWELX
2.84%
3.23%
0.75%
11.36%
9.29%
9.32%
8.55%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
OTCFX vs. VWELX - Expense Ratio Comparison
OTCFX has a 0.85% expense ratio, which is higher than VWELX's 0.24% expense ratio.
Risk-Adjusted Performance
OTCFX vs. VWELX — Risk-Adjusted Performance Rank
OTCFX
VWELX
OTCFX vs. VWELX - 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 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.
Loading data...
Dividends
OTCFX vs. VWELX - Dividend Comparison
OTCFX's dividend yield for the trailing twelve months is around 16.49%, more than VWELX's 10.56% 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% |
VWELX Vanguard Wellington Fund Investor Shares | 10.56% | 10.76% | 6.01% | 8.19% | 8.64% | 7.77% | 4.67% | 9.49% | 6.47% | 4.44% | 7.03% | 6.39% |
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.
Loading data...
Volatility
OTCFX vs. VWELX - Volatility Comparison
T. Rowe Price Small-Cap Stock Fund (OTCFX) has a higher volatility of 5.76% compared to Vanguard Wellington Fund Investor Shares (VWELX) at 2.92%. 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.
Loading data...