PEOPX vs. PRDGX
Compare and contrast key facts about BNY Mellon S&P 500 Index Fund (PEOPX) and T. Rowe Price Dividend Growth Fund, Inc. (PRDGX).
PEOPX is managed by BNY Mellon. It was launched on Jan 2, 1990. PRDGX is managed by T. Rowe Price. It was launched on Dec 30, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PEOPX or PRDGX.
Key characteristics
| PEOPX | PRDGX | |
|---|---|---|
| YTD Return | 26.39% | 17.81% |
| 1Y Return | 28.90% | 26.99% |
| 3Y Return (Ann) | 0.11% | 7.51% |
| 5Y Return (Ann) | 4.50% | 12.53% |
| 10Y Return (Ann) | 3.13% | 12.04% |
| Sharpe Ratio | 2.16 | 2.79 |
| Sortino Ratio | 2.75 | 3.89 |
| Omega Ratio | 1.42 | 1.52 |
| Calmar Ratio | 1.27 | 4.85 |
| Martin Ratio | 11.13 | 19.00 |
| Ulcer Index | 2.59% | 1.41% |
| Daily Std Dev | 13.32% | 9.63% |
| Max Drawdown | -55.51% | -49.79% |
| Current Drawdown | -0.38% | -0.43% |
Correlation
The correlation between PEOPX and PRDGX is 0.93, 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
PEOPX vs. PRDGX - Performance Comparison
In the year-to-date period, PEOPX achieves a 26.39% return, which is significantly higher than PRDGX's 17.81% return. Over the past 10 years, PEOPX has underperformed PRDGX with an annualized return of 3.13%, while PRDGX has yielded a comparatively higher 12.04% 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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PEOPX vs. PRDGX - Expense Ratio Comparison
PEOPX has a 0.50% expense ratio, which is lower than PRDGX's 0.62% expense ratio.
Risk-Adjusted Performance
PEOPX vs. PRDGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BNY Mellon S&P 500 Index Fund (PEOPX) and T. Rowe Price Dividend Growth Fund, Inc. (PRDGX). 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
PEOPX vs. PRDGX - Dividend Comparison
PEOPX's dividend yield for the trailing twelve months is around 0.92%, less than PRDGX's 0.98% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PEOPX BNY Mellon S&P 500 Index Fund | 0.92% | 1.17% | 1.42% | 0.97% | 1.42% | 1.68% | 1.92% | 1.60% | 1.86% | 1.79% | 1.61% | 1.51% |
PRDGX T. Rowe Price Dividend Growth Fund, Inc. | 0.98% | 1.16% | 1.14% | 0.78% | 1.03% | 1.24% | 1.76% | 1.22% | 1.53% | 1.78% | 1.30% | 1.22% |
Drawdowns
PEOPX vs. PRDGX - Drawdown Comparison
The maximum PEOPX drawdown since its inception was -55.51%, which is greater than PRDGX's maximum drawdown of -49.79%. Use the drawdown chart below to compare losses from any high point for PEOPX and PRDGX. For additional features, visit the drawdowns tool.
Volatility
PEOPX vs. PRDGX - Volatility Comparison
BNY Mellon S&P 500 Index Fund (PEOPX) has a higher volatility of 3.85% compared to T. Rowe Price Dividend Growth Fund, Inc. (PRDGX) at 3.02%. This indicates that PEOPX's price experiences larger fluctuations and is considered to be riskier than PRDGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.