PEOPX vs. PRNHX
Compare and contrast key facts about BNY Mellon S&P 500 Index Fund (PEOPX) and T. Rowe Price New Horizons Fund (PRNHX).
PEOPX is a passively managed fund by BNY Mellon that tracks the performance of the S&P 500 Index. It was launched on Jan 2, 1990. PRNHX is managed by T. Rowe Price. It was launched on Jun 3, 1960.
Performance
PEOPX vs. PRNHX - Performance Comparison
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PEOPX vs. PRNHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PEOPX BNY Mellon S&P 500 Index Fund | -4.45% | 17.33% | 24.50% | 25.78% | -18.67% | 28.25% | 17.83% | 30.96% | -6.01% | 21.26% |
PRNHX T. Rowe Price New Horizons Fund | -1.22% | 3.27% | 8.80% | 21.35% | -36.96% | 9.96% | 58.05% | 56.50% | 3.79% | 31.59% |
Returns By Period
In the year-to-date period, PEOPX achieves a -4.45% return, which is significantly lower than PRNHX's -1.22% return. Over a longer period, both investments have demonstrated similar performance, with their 10-year annualized returns being quite close: PEOPX at 13.41% and PRNHX at 13.41%.
PEOPX
- 1D
- 2.92%
- 1M
- -5.07%
- YTD
- -4.45%
- 6M
- -2.34%
- 1Y
- 16.81%
- 3Y*
- 17.81%
- 5Y*
- 11.28%
- 10Y*
- 13.41%
PRNHX
- 1D
- 4.35%
- 1M
- -7.73%
- YTD
- -1.22%
- 6M
- 0.51%
- 1Y
- 15.10%
- 3Y*
- 7.79%
- 5Y*
- -1.42%
- 10Y*
- 13.41%
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PEOPX vs. PRNHX - Expense Ratio Comparison
PEOPX has a 0.50% expense ratio, which is lower than PRNHX's 0.75% expense ratio.
Return for Risk
PEOPX vs. PRNHX — Risk / Return Rank
PEOPX
PRNHX
PEOPX vs. PRNHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BNY Mellon S&P 500 Index Fund (PEOPX) and T. Rowe Price New Horizons Fund (PRNHX). 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.
| PEOPX | PRNHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.95 | 0.61 | +0.33 |
Sortino ratioReturn per unit of downside risk | 1.45 | 1.04 | +0.42 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.14 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.48 | 0.99 | +0.49 |
Martin ratioReturn relative to average drawdown | 7.05 | 3.66 | +3.39 |
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
| PEOPX | PRNHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.95 | 0.61 | +0.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | -0.06 | +0.73 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.59 | +0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.47 | 0.00 |
Correlation
The correlation between PEOPX and PRNHX is 0.80, 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.
Dividends
PEOPX vs. PRNHX - Dividend Comparison
PEOPX's dividend yield for the trailing twelve months is around 10.83%, less than PRNHX's 12.00% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PEOPX BNY Mellon S&P 500 Index Fund | 10.83% | 10.35% | 10.38% | 7.35% | 11.78% | 12.89% | 11.94% | 14.37% | 14.75% | 9.21% | 10.90% | 7.81% |
PRNHX T. Rowe Price New Horizons Fund | 12.00% | 11.85% | 9.82% | 0.00% | 4.72% | 17.09% | 13.67% | 23.46% | 13.94% | 8.27% | 5.77% | 7.72% |
Drawdowns
PEOPX vs. PRNHX - Drawdown Comparison
The maximum PEOPX drawdown since its inception was -57.45%, smaller than the maximum PRNHX drawdown of -70.96%. Use the drawdown chart below to compare losses from any high point for PEOPX and PRNHX.
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Drawdown Indicators
| PEOPX | PRNHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.45% | -70.96% | +13.51% |
Max Drawdown (1Y)Largest decline over 1 year | -12.13% | -13.70% | +1.57% |
Max Drawdown (5Y)Largest decline over 5 years | -24.79% | -48.37% | +23.58% |
Max Drawdown (10Y)Largest decline over 10 years | -33.85% | -48.37% | +14.52% |
Current DrawdownCurrent decline from peak | -6.32% | -23.90% | +17.58% |
Average DrawdownAverage peak-to-trough decline | -10.56% | -18.39% | +7.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.54% | 3.71% | -1.17% |
Volatility
PEOPX vs. PRNHX - Volatility Comparison
The current volatility for BNY Mellon S&P 500 Index Fund (PEOPX) is 5.34%, while T. Rowe Price New Horizons Fund (PRNHX) has a volatility of 9.16%. This indicates that PEOPX experiences smaller price fluctuations and is considered to be less risky than PRNHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PEOPX | PRNHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.34% | 9.16% | -3.82% |
Volatility (6M)Calculated over the trailing 6-month period | 9.53% | 15.10% | -5.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.32% | 24.21% | -5.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.92% | 24.47% | -7.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.95% | 22.71% | -4.76% |