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PMEGX vs. PRSCX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

PMEGX vs. PRSCX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in T. Rowe Price Institutional Mid Cap Equity Growth Fund (PMEGX) and T. Rowe Price Science And Technology Fund (PRSCX). The values are adjusted to include any dividend payments, if applicable.

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PMEGX vs. PRSCX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
PMEGX
T. Rowe Price Institutional Mid Cap Equity Growth Fund
-6.62%3.73%9.15%20.69%-23.19%15.50%23.95%33.08%-2.23%26.02%
PRSCX
T. Rowe Price Science And Technology Fund
-11.17%24.28%40.49%53.77%-35.40%5.83%45.94%53.80%-7.52%39.38%

Returns By Period

In the year-to-date period, PMEGX achieves a -6.62% return, which is significantly higher than PRSCX's -11.17% return. Over the past 10 years, PMEGX has underperformed PRSCX with an annualized return of 9.38%, while PRSCX has yielded a comparatively higher 18.39% annualized return.


PMEGX

1D
-0.33%
1M
-9.23%
YTD
-6.62%
6M
-5.92%
1Y
4.40%
3Y*
5.91%
5Y*
1.89%
10Y*
9.38%

PRSCX

1D
-2.31%
1M
-13.60%
YTD
-11.17%
6M
-8.13%
1Y
30.89%
3Y*
23.42%
5Y*
8.65%
10Y*
18.39%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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PMEGX vs. PRSCX - Expense Ratio Comparison

PMEGX has a 0.61% expense ratio, which is lower than PRSCX's 0.84% expense ratio.


Return for Risk

PMEGX vs. PRSCX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PMEGX
PMEGX Risk / Return Rank: 1010
Overall Rank
PMEGX Sharpe Ratio Rank: 1111
Sharpe Ratio Rank
PMEGX Sortino Ratio Rank: 1111
Sortino Ratio Rank
PMEGX Omega Ratio Rank: 1111
Omega Ratio Rank
PMEGX Calmar Ratio Rank: 99
Calmar Ratio Rank
PMEGX Martin Ratio Rank: 1010
Martin Ratio Rank

PRSCX
PRSCX Risk / Return Rank: 6565
Overall Rank
PRSCX Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
PRSCX Sortino Ratio Rank: 7171
Sortino Ratio Rank
PRSCX Omega Ratio Rank: 6565
Omega Ratio Rank
PRSCX Calmar Ratio Rank: 6868
Calmar Ratio Rank
PRSCX Martin Ratio Rank: 5353
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

PMEGX vs. PRSCX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Institutional Mid Cap Equity Growth Fund (PMEGX) and T. Rowe Price Science And Technology Fund (PRSCX). 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.


PMEGXPRSCXDifference

Sharpe ratio

Return per unit of total volatility

0.23

1.18

-0.95

Sortino ratio

Return per unit of downside risk

0.47

1.73

-1.26

Omega ratio

Gain probability vs. loss probability

1.06

1.24

-0.18

Calmar ratio

Return relative to maximum drawdown

0.17

1.53

-1.36

Martin ratio

Return relative to average drawdown

0.69

5.13

-4.44

PMEGX vs. PRSCX - Sharpe Ratio Comparison

The current PMEGX Sharpe Ratio is 0.23, which is lower than the PRSCX Sharpe Ratio of 1.18. The chart below compares the historical Sharpe Ratios of PMEGX and PRSCX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


PMEGXPRSCXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.23

1.18

-0.95

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.09

0.32

-0.22

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.48

0.76

-0.28

Sharpe Ratio (All Time)

Calculated using the full available price history

0.51

0.48

+0.03

Correlation

The correlation between PMEGX and PRSCX 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.


Dividends

PMEGX vs. PRSCX - Dividend Comparison

PMEGX's dividend yield for the trailing twelve months is around 22.59%, more than PRSCX's 12.97% yield.


TTM20252024202320222021202020192018201720162015
PMEGX
T. Rowe Price Institutional Mid Cap Equity Growth Fund
22.59%21.10%14.15%7.07%1.65%12.80%4.44%5.11%10.42%6.30%1.04%6.18%
PRSCX
T. Rowe Price Science And Technology Fund
12.97%11.53%9.43%0.00%7.83%33.69%13.90%10.91%36.03%13.21%3.68%18.51%

Drawdowns

PMEGX vs. PRSCX - Drawdown Comparison

The maximum PMEGX drawdown since its inception was -55.88%, smaller than the maximum PRSCX drawdown of -85.26%. Use the drawdown chart below to compare losses from any high point for PMEGX and PRSCX.


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Drawdown Indicators


PMEGXPRSCXDifference

Max Drawdown

Largest peak-to-trough decline

-55.88%

-85.26%

+29.38%

Max Drawdown (1Y)

Largest decline over 1 year

-12.70%

-17.99%

+5.29%

Max Drawdown (5Y)

Largest decline over 5 years

-32.87%

-46.19%

+13.32%

Max Drawdown (10Y)

Largest decline over 10 years

-37.16%

-46.19%

+9.03%

Current Drawdown

Current decline from peak

-14.99%

-17.99%

+3.00%

Average Drawdown

Average peak-to-trough decline

-9.01%

-30.02%

+21.01%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.14%

5.37%

-2.23%

Volatility

PMEGX vs. PRSCX - Volatility Comparison

The current volatility for T. Rowe Price Institutional Mid Cap Equity Growth Fund (PMEGX) is 4.74%, while T. Rowe Price Science And Technology Fund (PRSCX) has a volatility of 8.82%. This indicates that PMEGX experiences smaller price fluctuations and is considered to be less risky than PRSCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


PMEGXPRSCXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.74%

8.82%

-4.08%

Volatility (6M)

Calculated over the trailing 6-month period

9.68%

17.49%

-7.81%

Volatility (1Y)

Calculated over the trailing 1-year period

18.85%

27.29%

-8.44%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.02%

27.36%

-7.34%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.78%

24.50%

-4.72%