PDGIX vs. VIMAX
Compare and contrast key facts about T. Rowe Price Dividend Growth Fund (PDGIX) and Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX).
PDGIX is an actively managed fund by T. Rowe Price. It was launched on Dec 17, 2015. VIMAX 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: PDGIX or VIMAX.
Correlation
The correlation between PDGIX and VIMAX is 0.92, 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.
Performance
PDGIX vs. VIMAX - Performance Comparison
Key characteristics
PDGIX:
0.22
VIMAX:
0.43
PDGIX:
0.42
VIMAX:
0.72
PDGIX:
1.06
VIMAX:
1.10
PDGIX:
0.22
VIMAX:
0.41
PDGIX:
0.76
VIMAX:
1.58
PDGIX:
4.74%
VIMAX:
4.91%
PDGIX:
15.99%
VIMAX:
18.22%
PDGIX:
-33.17%
VIMAX:
-58.88%
PDGIX:
-9.22%
VIMAX:
-10.04%
Returns By Period
In the year-to-date period, PDGIX achieves a -0.60% return, which is significantly higher than VIMAX's -3.44% return.
PDGIX
-0.60%
-3.22%
-5.71%
3.46%
11.75%
N/A
VIMAX
-3.44%
-3.25%
-3.49%
7.47%
13.48%
8.64%
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PDGIX vs. VIMAX - Expense Ratio Comparison
PDGIX has a 0.51% expense ratio, which is higher than VIMAX's 0.05% expense ratio.
Risk-Adjusted Performance
PDGIX vs. VIMAX — Risk-Adjusted Performance Rank
PDGIX
VIMAX
PDGIX vs. VIMAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Dividend Growth Fund (PDGIX) and Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX). 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
PDGIX vs. VIMAX - Dividend Comparison
PDGIX's dividend yield for the trailing twelve months is around 1.18%, less than VIMAX's 1.62% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PDGIX T. Rowe Price Dividend Growth Fund | 1.18% | 1.15% | 1.28% | 1.32% | 0.88% | 1.15% | 1.35% | 1.91% | 1.34% | 1.67% | 0.00% | 0.00% |
VIMAX Vanguard Mid-Cap Index Fund Admiral Shares | 1.62% | 1.48% | 1.51% | 1.59% | 1.11% | 1.44% | 1.47% | 1.82% | 1.35% | 1.45% | 1.47% | 1.29% |
Drawdowns
PDGIX vs. VIMAX - Drawdown Comparison
The maximum PDGIX drawdown since its inception was -33.17%, smaller than the maximum VIMAX drawdown of -58.88%. Use the drawdown chart below to compare losses from any high point for PDGIX and VIMAX. For additional features, visit the drawdowns tool.
Volatility
PDGIX vs. VIMAX - Volatility Comparison
The current volatility for T. Rowe Price Dividend Growth Fund (PDGIX) is 11.82%, while Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) has a volatility of 13.15%. This indicates that PDGIX experiences smaller price fluctuations and is considered to be less risky than VIMAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.