PIOTX vs. TRGOX
Compare and contrast key facts about Pioneer Core Equity Fund (PIOTX) and T. Rowe Price Large-Cap Growth Fund Investor Class (TRGOX).
PIOTX is managed by Amundi US. It was launched on Nov 18, 1999. TRGOX is managed by T. Rowe Price. It was launched on May 1, 2020.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PIOTX or TRGOX.
Key characteristics
| PIOTX | TRGOX | |
|---|---|---|
| YTD Return | 15.17% | 31.73% |
| 1Y Return | 24.60% | 40.42% |
| 3Y Return (Ann) | -4.19% | 4.28% |
| Sharpe Ratio | 1.95 | 2.48 |
| Sortino Ratio | 2.65 | 3.28 |
| Omega Ratio | 1.35 | 1.45 |
| Calmar Ratio | 0.79 | 1.70 |
| Martin Ratio | 11.71 | 15.06 |
| Ulcer Index | 2.01% | 2.61% |
| Daily Std Dev | 12.09% | 15.83% |
| Max Drawdown | -72.06% | -44.00% |
| Current Drawdown | -12.40% | 0.00% |
Correlation
The correlation between PIOTX and TRGOX is 0.82, 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
PIOTX vs. TRGOX - Performance Comparison
In the year-to-date period, PIOTX achieves a 15.17% return, which is significantly lower than TRGOX's 31.73% 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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PIOTX vs. TRGOX - Expense Ratio Comparison
PIOTX has a 0.88% expense ratio, which is higher than TRGOX's 0.70% expense ratio.
Risk-Adjusted Performance
PIOTX vs. TRGOX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Pioneer Core Equity Fund (PIOTX) and T. Rowe Price Large-Cap Growth Fund Investor Class (TRGOX). 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
PIOTX vs. TRGOX - Dividend Comparison
PIOTX's dividend yield for the trailing twelve months is around 0.90%, while TRGOX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PIOTX Pioneer Core Equity Fund | 0.90% | 1.04% | 0.91% | 0.49% | 0.65% | 0.74% | 0.89% | 0.79% | 1.13% | 0.74% | 0.94% | 0.60% |
TRGOX T. Rowe Price Large-Cap Growth Fund Investor Class | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
PIOTX vs. TRGOX - Drawdown Comparison
The maximum PIOTX drawdown since its inception was -72.06%, which is greater than TRGOX's maximum drawdown of -44.00%. Use the drawdown chart below to compare losses from any high point for PIOTX and TRGOX. For additional features, visit the drawdowns tool.
Volatility
PIOTX vs. TRGOX - Volatility Comparison
The current volatility for Pioneer Core Equity Fund (PIOTX) is 3.59%, while T. Rowe Price Large-Cap Growth Fund Investor Class (TRGOX) has a volatility of 4.73%. This indicates that PIOTX experiences smaller price fluctuations and is considered to be less risky than TRGOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.