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.
Key characteristics
| OTCFX | VWELX | |
|---|---|---|
| YTD Return | 17.43% | 16.01% |
| 1Y Return | 32.68% | 24.32% |
| 3Y Return (Ann) | -4.84% | 4.96% |
| 5Y Return (Ann) | 5.29% | 8.99% |
| 10Y Return (Ann) | 3.99% | 8.62% |
| Sharpe Ratio | 1.91 | 2.87 |
| Sortino Ratio | 2.74 | 3.99 |
| Omega Ratio | 1.33 | 1.54 |
| Calmar Ratio | 0.92 | 2.71 |
| Martin Ratio | 10.22 | 19.99 |
| Ulcer Index | 3.21% | 1.21% |
| Daily Std Dev | 17.15% | 8.42% |
| Max Drawdown | -62.09% | -36.12% |
| Current Drawdown | -14.66% | -0.36% |
Correlation
The correlation between OTCFX and VWELX 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
OTCFX vs. VWELX - Performance Comparison
In the year-to-date period, OTCFX achieves a 17.43% return, which is significantly higher than VWELX's 16.01% return. Over the past 10 years, OTCFX has underperformed VWELX with an annualized return of 3.99%, while VWELX has yielded a comparatively higher 8.62% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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.
Risk-Adjusted Performance
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.
Dividends
OTCFX vs. VWELX - Dividend Comparison
OTCFX's dividend yield for the trailing twelve months is around 0.19%, less than VWELX's 5.37% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OTCFX T. Rowe Price Small-Cap Stock Fund | 0.19% | 0.22% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.04% | 0.13% | 0.13% | 0.11% | 0.00% |
VWELX Vanguard Wellington Fund Investor Shares | 5.37% | 6.01% | 2.25% | 1.71% | 2.07% | 2.53% | 3.00% | 2.45% | 2.56% | 3.25% | 2.55% | 2.50% |
Drawdowns
OTCFX vs. VWELX - Drawdown Comparison
The maximum OTCFX drawdown since its inception was -62.09%, 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. For additional features, visit the drawdowns tool.
Volatility
OTCFX vs. VWELX - Volatility Comparison
T. Rowe Price Small-Cap Stock Fund (OTCFX) has a higher volatility of 5.73% compared to Vanguard Wellington Fund Investor Shares (VWELX) at 2.70%. 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.