PMEGX vs. VLIFX
Compare and contrast key facts about T. Rowe Price Institutional Mid Cap Equity Growth Fund (PMEGX) and Value Line Mid Cap Focused Fund (VLIFX).
PMEGX is managed by T. Rowe Price. It was launched on Jul 31, 1996. VLIFX is managed by Value Line. It was launched on Mar 1, 1950.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PMEGX or VLIFX.
Correlation
The correlation between PMEGX and VLIFX is 0.89, 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. VLIFX - Performance Comparison
Key characteristics
PMEGX:
-0.06
VLIFX:
0.70
PMEGX:
0.06
VLIFX:
1.04
PMEGX:
1.01
VLIFX:
1.13
PMEGX:
-0.04
VLIFX:
0.98
PMEGX:
-0.19
VLIFX:
2.71
PMEGX:
6.12%
VLIFX:
3.53%
PMEGX:
20.34%
VLIFX:
13.77%
PMEGX:
-60.81%
VLIFX:
-81.77%
PMEGX:
-27.51%
VLIFX:
-5.56%
Returns By Period
The year-to-date returns for both stocks are quite close, with PMEGX having a 3.99% return and VLIFX slightly lower at 3.81%. Over the past 10 years, PMEGX has underperformed VLIFX with an annualized return of 5.11%, while VLIFX has yielded a comparatively higher 9.69% annualized return.
PMEGX
3.99%
2.75%
-5.69%
-1.97%
2.19%
5.11%
VLIFX
3.81%
2.65%
0.45%
9.21%
5.97%
9.69%
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PMEGX vs. VLIFX - Expense Ratio Comparison
PMEGX has a 0.61% expense ratio, which is lower than VLIFX's 1.07% expense ratio.
Risk-Adjusted Performance
PMEGX vs. VLIFX — Risk-Adjusted Performance Rank
PMEGX
VLIFX
PMEGX vs. VLIFX - 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 Value Line Mid Cap Focused Fund (VLIFX). 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. VLIFX - Dividend Comparison
PMEGX's dividend yield for the trailing twelve months is around 0.05%, which matches VLIFX's 0.05% 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% |
VLIFX Value Line Mid Cap Focused Fund | 0.05% | 0.06% | 0.03% | 0.13% | 0.00% | 0.08% | 0.03% | 0.00% | 0.00% | 0.00% | 0.00% | 0.08% |
Drawdowns
PMEGX vs. VLIFX - Drawdown Comparison
The maximum PMEGX drawdown since its inception was -60.81%, smaller than the maximum VLIFX drawdown of -81.77%. Use the drawdown chart below to compare losses from any high point for PMEGX and VLIFX. For additional features, visit the drawdowns tool.
Volatility
PMEGX vs. VLIFX - Volatility Comparison
T. Rowe Price Institutional Mid Cap Equity Growth Fund (PMEGX) and Value Line Mid Cap Focused Fund (VLIFX) have volatilities of 3.61% and 3.51%, 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.