PMEGX vs. VBR
Compare and contrast key facts about T. Rowe Price Institutional Mid Cap Equity Growth Fund (PMEGX) and Vanguard Small-Cap Value ETF (VBR).
PMEGX is managed by T. Rowe Price. It was launched on Jul 31, 1996. VBR is a passively managed fund by Vanguard that tracks the performance of the MSCI US Small Cap Value Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PMEGX or VBR.
Correlation
The correlation between PMEGX and VBR is 0.87, 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
PMEGX vs. VBR - Performance Comparison
Key characteristics
PMEGX:
-0.06
VBR:
1.07
PMEGX:
0.05
VBR:
1.58
PMEGX:
1.01
VBR:
1.20
PMEGX:
-0.04
VBR:
1.81
PMEGX:
-0.19
VBR:
4.70
PMEGX:
6.20%
VBR:
3.72%
PMEGX:
20.31%
VBR:
16.33%
PMEGX:
-60.81%
VBR:
-62.01%
PMEGX:
-27.79%
VBR:
-5.11%
Returns By Period
The year-to-date returns for both stocks are quite close, with PMEGX having a 3.59% return and VBR slightly lower at 3.48%. Over the past 10 years, PMEGX has underperformed VBR with an annualized return of 5.06%, while VBR has yielded a comparatively higher 9.43% annualized return.
PMEGX
3.59%
3.37%
-6.64%
-1.88%
2.47%
5.06%
VBR
3.48%
3.76%
4.42%
16.68%
11.46%
9.43%
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PMEGX vs. VBR - Expense Ratio Comparison
PMEGX has a 0.61% expense ratio, which is higher than VBR's 0.07% expense ratio.
Risk-Adjusted Performance
PMEGX vs. VBR — Risk-Adjusted Performance Rank
PMEGX
VBR
PMEGX vs. VBR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Institutional Mid Cap Equity Growth Fund (PMEGX) and Vanguard Small-Cap Value ETF (VBR). 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
PMEGX vs. VBR - Dividend Comparison
PMEGX's dividend yield for the trailing twelve months is around 0.05%, less than VBR's 1.91% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PMEGX T. Rowe Price Institutional Mid Cap Equity Growth Fund | 0.05% | 0.05% | 0.17% | 0.00% | 0.00% | 8.94% | 0.31% | 0.27% | 0.13% | 0.20% | 0.00% | 0.00% |
VBR Vanguard Small-Cap Value ETF | 1.91% | 1.98% | 2.12% | 2.03% | 1.75% | 1.68% | 2.06% | 2.35% | 1.79% | 1.77% | 1.99% | 1.77% |
Drawdowns
PMEGX vs. VBR - Drawdown Comparison
The maximum PMEGX drawdown since its inception was -60.81%, roughly equal to the maximum VBR drawdown of -62.01%. Use the drawdown chart below to compare losses from any high point for PMEGX and VBR. For additional features, visit the drawdowns tool.
Volatility
PMEGX vs. VBR - Volatility Comparison
T. Rowe Price Institutional Mid Cap Equity Growth Fund (PMEGX) and Vanguard Small-Cap Value ETF (VBR) have volatilities of 3.64% and 3.78%, 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.