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 | -7.16% | 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 | -5.34% | 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 -7.16% return, which is significantly lower than PRNHX's -5.34% return. Both investments have delivered pretty close results over the past 10 years, with PEOPX having a 13.08% annualized return and PRNHX not far behind at 12.93%.
PEOPX
- 1D
- -0.40%
- 1M
- -7.72%
- YTD
- -7.16%
- 6M
- -4.79%
- 1Y
- 13.93%
- 3Y*
- 16.69%
- 5Y*
- 10.90%
- 10Y*
- 13.08%
PRNHX
- 1D
- -1.77%
- 1M
- -10.89%
- YTD
- -5.34%
- 6M
- -3.56%
- 1Y
- 10.01%
- 3Y*
- 6.27%
- 5Y*
- -1.84%
- 10Y*
- 12.93%
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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 | 0.81 | 0.37 | +0.44 |
Sortino ratioReturn per unit of downside risk | 1.26 | 0.70 | +0.56 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.09 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.02 | 0.46 | +0.56 |
Martin ratioReturn relative to average drawdown | 4.91 | 1.71 | +3.20 |
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 | 0.81 | 0.37 | +0.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | -0.08 | +0.72 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.57 | +0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.47 | -0.01 |
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 11.15%, less than PRNHX's 12.52% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PEOPX BNY Mellon S&P 500 Index Fund | 11.15% | 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 | 12.52% | 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 | -8.97% | -27.08% | +18.11% |
Average DrawdownAverage peak-to-trough decline | -10.56% | -18.39% | +7.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.51% | 3.67% | -1.16% |
Volatility
PEOPX vs. PRNHX - Volatility Comparison
The current volatility for BNY Mellon S&P 500 Index Fund (PEOPX) is 4.24%, while T. Rowe Price New Horizons Fund (PRNHX) has a volatility of 7.88%. 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 | 4.24% | 7.88% | -3.64% |
Volatility (6M)Calculated over the trailing 6-month period | 9.08% | 14.48% | -5.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.13% | 23.87% | -5.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.88% | 24.41% | -7.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.93% | 22.67% | -4.74% |