PMEGX vs. VOT
Compare and contrast key facts about T. Rowe Price Institutional Mid Cap Equity Growth Fund (PMEGX) and Vanguard Mid-Cap Growth ETF (VOT).
PMEGX is managed by T. Rowe Price. It was launched on Jul 31, 1996. VOT is a passively managed fund by Vanguard that tracks the performance of the MSCI US Mid Cap Growth Index. It was launched on Aug 17, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PMEGX or VOT.
Correlation
The correlation between PMEGX and VOT is 0.80, 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. VOT - Performance Comparison
Loading data...
Key characteristics
PMEGX:
24.77%
VOT:
12.76%
PMEGX:
-60.81%
VOT:
-0.75%
PMEGX:
-33.93%
VOT:
-0.08%
Returns By Period
PMEGX
-5.23%
8.24%
-19.73%
-13.15%
3.26%
3.06%
VOT
N/A
N/A
N/A
N/A
N/A
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PMEGX vs. VOT - Expense Ratio Comparison
PMEGX has a 0.61% expense ratio, which is higher than VOT's 0.07% expense ratio.
Risk-Adjusted Performance
PMEGX vs. VOT — Risk-Adjusted Performance Rank
PMEGX
VOT
PMEGX vs. VOT - 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 Mid-Cap Growth ETF (VOT). 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.
Loading data...
Dividends
PMEGX vs. VOT - Dividend Comparison
PMEGX's dividend yield for the trailing twelve months is around 0.05%, less than VOT's 0.68% 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% |
VOT Vanguard Mid-Cap Growth ETF | 0.68% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
PMEGX vs. VOT - Drawdown Comparison
The maximum PMEGX drawdown since its inception was -60.81%, which is greater than VOT's maximum drawdown of -0.75%. Use the drawdown chart below to compare losses from any high point for PMEGX and VOT. For additional features, visit the drawdowns tool.
Loading data...
Volatility
PMEGX vs. VOT - Volatility Comparison
Loading data...