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 managed by BNY Mellon. It was launched on Jan 2, 1990. PRNHX is managed by T. Rowe Price. It was launched on Jun 3, 1960.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PEOPX or PRNHX.
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.
Performance
PEOPX vs. PRNHX - Performance Comparison
Key characteristics
PEOPX:
0.99
PRNHX:
0.42
PEOPX:
1.25
PRNHX:
0.69
PEOPX:
1.22
PRNHX:
1.08
PEOPX:
0.67
PRNHX:
0.20
PEOPX:
7.47
PRNHX:
1.33
PEOPX:
2.03%
PRNHX:
5.42%
PEOPX:
15.33%
PRNHX:
17.14%
PEOPX:
-55.51%
PRNHX:
-55.79%
PEOPX:
-10.97%
PRNHX:
-27.59%
Returns By Period
In the year-to-date period, PEOPX achieves a 14.61% return, which is significantly higher than PRNHX's 5.60% return. Over the past 10 years, PEOPX has underperformed PRNHX with an annualized return of 1.86%, while PRNHX has yielded a comparatively higher 11.48% annualized return.
PEOPX
14.61%
-9.13%
-0.10%
15.00%
1.61%
1.86%
PRNHX
5.60%
-6.18%
9.01%
6.17%
6.88%
11.48%
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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.
Risk-Adjusted Performance
PEOPX vs. PRNHX - 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 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.
Dividends
PEOPX vs. PRNHX - Dividend Comparison
PEOPX has not paid dividends to shareholders, while PRNHX's dividend yield for the trailing twelve months is around 4.83%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PEOPX BNY Mellon S&P 500 Index Fund | 0.00% | 1.17% | 1.42% | 0.97% | 1.42% | 1.68% | 1.92% | 1.60% | 1.86% | 1.79% | 1.61% | 1.51% |
PRNHX T. Rowe Price New Horizons Fund | 4.83% | 0.00% | 4.72% | 17.09% | 13.58% | 11.73% | 13.94% | 8.27% | 5.77% | 7.72% | 11.65% | 6.61% |
Drawdowns
PEOPX vs. PRNHX - Drawdown Comparison
The maximum PEOPX drawdown since its inception was -55.51%, roughly equal to the maximum PRNHX drawdown of -55.79%. Use the drawdown chart below to compare losses from any high point for PEOPX and PRNHX. For additional features, visit the drawdowns tool.
Volatility
PEOPX vs. PRNHX - Volatility Comparison
BNY Mellon S&P 500 Index Fund (PEOPX) has a higher volatility of 9.74% compared to T. Rowe Price New Horizons Fund (PRNHX) at 5.54%. This indicates that PEOPX's price experiences larger fluctuations and is considered to be riskier than PRNHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.