PGLOX vs. PRISX
Compare and contrast key facts about T. Rowe Price Global Consumer Fund (PGLOX) and T. Rowe Price Financial Services Fund (PRISX).
PGLOX is managed by T. Rowe Price. It was launched on Jun 26, 2016. PRISX is managed by Blackrock. It was launched on Sep 30, 1996.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PGLOX or PRISX.
Correlation
The correlation between PGLOX and PRISX is 0.57, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
PGLOX vs. PRISX - Performance Comparison
Key characteristics
PGLOX:
1.41
PRISX:
1.64
PGLOX:
2.01
PRISX:
2.21
PGLOX:
1.25
PRISX:
1.32
PGLOX:
0.78
PRISX:
1.99
PGLOX:
6.80
PRISX:
6.10
PGLOX:
2.46%
PRISX:
4.50%
PGLOX:
11.84%
PRISX:
16.72%
PGLOX:
-39.65%
PRISX:
-71.82%
PGLOX:
-5.98%
PRISX:
-5.83%
Returns By Period
The year-to-date returns for both stocks are quite close, with PGLOX having a 7.40% return and PRISX slightly lower at 7.32%.
PGLOX
7.40%
6.55%
11.62%
16.04%
6.21%
N/A
PRISX
7.32%
3.23%
12.62%
25.45%
11.37%
8.84%
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PGLOX vs. PRISX - Expense Ratio Comparison
PGLOX has a 1.05% expense ratio, which is higher than PRISX's 0.88% expense ratio.
Risk-Adjusted Performance
PGLOX vs. PRISX — Risk-Adjusted Performance Rank
PGLOX
PRISX
PGLOX vs. PRISX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Global Consumer Fund (PGLOX) and T. Rowe Price Financial Services Fund (PRISX). 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
PGLOX vs. PRISX - Dividend Comparison
PGLOX's dividend yield for the trailing twelve months is around 0.17%, less than PRISX's 1.15% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PGLOX T. Rowe Price Global Consumer Fund | 0.17% | 0.18% | 0.28% | 0.00% | 0.00% | 0.00% | 0.33% | 1.29% | 0.50% | 0.40% | 0.00% | 0.00% |
PRISX T. Rowe Price Financial Services Fund | 1.15% | 1.24% | 2.00% | 1.99% | 1.25% | 1.49% | 1.53% | 1.77% | 0.86% | 0.89% | 1.18% | 1.08% |
Drawdowns
PGLOX vs. PRISX - Drawdown Comparison
The maximum PGLOX drawdown since its inception was -39.65%, smaller than the maximum PRISX drawdown of -71.82%. Use the drawdown chart below to compare losses from any high point for PGLOX and PRISX. For additional features, visit the drawdowns tool.
Volatility
PGLOX vs. PRISX - Volatility Comparison
T. Rowe Price Global Consumer Fund (PGLOX) and T. Rowe Price Financial Services Fund (PRISX) have volatilities of 3.12% and 3.16%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.