POMIX vs. PNAIX
Compare and contrast key facts about T. Rowe Price Total Equity Market Index Fund (POMIX) and T. Rowe Price All-Cap Opportunities Fund I Class (PNAIX).
POMIX is managed by T. Rowe Price. It was launched on Jan 30, 1998. PNAIX is a passively managed fund by T. Rowe Price that tracks the performance of the Russell 3000 Index. It was launched on Dec 17, 2015.
Performance
POMIX vs. PNAIX - Performance Comparison
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POMIX vs. PNAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
POMIX T. Rowe Price Total Equity Market Index Fund | -6.71% | 18.47% | 23.48% | 26.38% | -19.64% | 25.39% | 19.82% | 30.95% | -5.57% | 19.09% |
PNAIX T. Rowe Price All-Cap Opportunities Fund I Class | -12.32% | 26.95% | 25.43% | 29.18% | -21.25% | 20.76% | 44.92% | 35.66% | 1.40% | 20.15% |
Returns By Period
In the year-to-date period, POMIX achieves a -6.71% return, which is significantly higher than PNAIX's -12.32% return. Over the past 10 years, POMIX has underperformed PNAIX with an annualized return of 13.02%, while PNAIX has yielded a comparatively higher 15.11% annualized return.
POMIX
- 1D
- -0.45%
- 1M
- -7.76%
- YTD
- -6.71%
- 6M
- -3.17%
- 1Y
- 16.21%
- 3Y*
- 17.16%
- 5Y*
- 10.35%
- 10Y*
- 13.02%
PNAIX
- 1D
- -0.24%
- 1M
- -9.12%
- YTD
- -12.32%
- 6M
- -3.70%
- 1Y
- 16.53%
- 3Y*
- 18.96%
- 5Y*
- 10.51%
- 10Y*
- 15.11%
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POMIX vs. PNAIX - Expense Ratio Comparison
POMIX has a 0.20% expense ratio, which is lower than PNAIX's 0.66% expense ratio.
Return for Risk
POMIX vs. PNAIX — Risk / Return Rank
POMIX
PNAIX
POMIX vs. PNAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Total Equity Market Index Fund (POMIX) and T. Rowe Price All-Cap Opportunities Fund I Class (PNAIX). 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.
| POMIX | PNAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.93 | 0.88 | +0.06 |
Sortino ratioReturn per unit of downside risk | 1.44 | 1.44 | 0.00 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.21 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.13 | 1.04 | +0.09 |
Martin ratioReturn relative to average drawdown | 5.46 | 3.84 | +1.62 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| POMIX | PNAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.93 | 0.88 | +0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.59 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | 0.79 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.76 | -0.34 |
Correlation
The correlation between POMIX and PNAIX is 0.93, 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
POMIX vs. PNAIX - Dividend Comparison
POMIX's dividend yield for the trailing twelve months is around 3.53%, less than PNAIX's 19.22% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POMIX T. Rowe Price Total Equity Market Index Fund | 3.53% | 3.29% | 1.76% | 1.46% | 1.49% | 1.53% | 1.55% | 1.91% | 2.89% | 0.20% | 2.41% | 2.08% |
PNAIX T. Rowe Price All-Cap Opportunities Fund I Class | 19.22% | 16.85% | 9.37% | 5.23% | 3.31% | 20.62% | 15.56% | 7.43% | 12.75% | 0.29% | 0.00% | 0.00% |
Drawdowns
POMIX vs. PNAIX - Drawdown Comparison
The maximum POMIX drawdown since its inception was -55.54%, which is greater than PNAIX's maximum drawdown of -30.49%. Use the drawdown chart below to compare losses from any high point for POMIX and PNAIX.
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Drawdown Indicators
| POMIX | PNAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.54% | -30.49% | -25.05% |
Max Drawdown (1Y)Largest decline over 1 year | -12.46% | -14.02% | +1.56% |
Max Drawdown (5Y)Largest decline over 5 years | -25.56% | -29.29% | +3.73% |
Max Drawdown (10Y)Largest decline over 10 years | -35.05% | -30.49% | -4.56% |
Current DrawdownCurrent decline from peak | -8.83% | -14.02% | +5.19% |
Average DrawdownAverage peak-to-trough decline | -10.71% | -5.54% | -5.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.92% | 3.78% | -0.86% |
Volatility
POMIX vs. PNAIX - Volatility Comparison
The current volatility for T. Rowe Price Total Equity Market Index Fund (POMIX) is 4.38%, while T. Rowe Price All-Cap Opportunities Fund I Class (PNAIX) has a volatility of 4.88%. This indicates that POMIX experiences smaller price fluctuations and is considered to be less risky than PNAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| POMIX | PNAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.38% | 4.88% | -0.50% |
Volatility (6M)Calculated over the trailing 6-month period | 9.11% | 12.45% | -3.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.58% | 19.41% | -0.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.52% | 17.87% | -0.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.48% | 19.26% | -0.78% |