POMIX vs. PRWCX
Compare and contrast key facts about T. Rowe Price Total Equity Market Index Fund (POMIX) and T. Rowe Price Capital Appreciation Fund (PRWCX).
POMIX is managed by T. Rowe Price. It was launched on Jan 30, 1998. PRWCX is managed by T. Rowe Price. It was launched on Jun 30, 1986.
Performance
POMIX vs. PRWCX - Performance Comparison
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POMIX vs. PRWCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
POMIX T. Rowe Price Total Equity Market Index Fund | -3.92% | 18.47% | 23.48% | 26.38% | -19.64% | 25.39% | 19.82% | 30.95% | -5.57% | 19.09% |
PRWCX T. Rowe Price Capital Appreciation Fund | -3.22% | 20.92% | 12.50% | 18.85% | -12.00% | 18.45% | 18.13% | 24.62% | 0.63% | 15.34% |
Returns By Period
In the year-to-date period, POMIX achieves a -3.92% return, which is significantly lower than PRWCX's -3.22% return. Over the past 10 years, POMIX has outperformed PRWCX with an annualized return of 13.36%, while PRWCX has yielded a comparatively lower 11.41% annualized return.
POMIX
- 1D
- 2.98%
- 1M
- -5.10%
- YTD
- -3.92%
- 6M
- -0.61%
- 1Y
- 19.21%
- 3Y*
- 18.31%
- 5Y*
- 10.71%
- 10Y*
- 13.36%
PRWCX
- 1D
- 1.91%
- 1M
- -2.92%
- YTD
- -3.22%
- 6M
- 5.51%
- 1Y
- 16.80%
- 3Y*
- 13.72%
- 5Y*
- 9.22%
- 10Y*
- 11.41%
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POMIX vs. PRWCX - Expense Ratio Comparison
POMIX has a 0.20% expense ratio, which is lower than PRWCX's 0.68% expense ratio.
Return for Risk
POMIX vs. PRWCX — Risk / Return Rank
POMIX
PRWCX
POMIX vs. PRWCX - 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 Capital Appreciation Fund (PRWCX). 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 | PRWCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.09 | 1.27 | -0.18 |
Sortino ratioReturn per unit of downside risk | 1.65 | 2.37 | -0.71 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.34 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.28 | 2.34 | -1.06 |
Martin ratioReturn relative to average drawdown | 6.12 | 9.70 | -3.57 |
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 | PRWCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.09 | 1.27 | -0.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.62 | 0.70 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.88 | -0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.90 | -0.48 |
Correlation
The correlation between POMIX and PRWCX is 0.88, 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. PRWCX - Dividend Comparison
POMIX's dividend yield for the trailing twelve months is around 3.42%, less than PRWCX's 16.24% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POMIX T. Rowe Price Total Equity Market Index Fund | 3.42% | 3.29% | 1.76% | 1.46% | 1.49% | 1.53% | 1.55% | 1.91% | 2.89% | 0.20% | 2.41% | 2.08% |
PRWCX T. Rowe Price Capital Appreciation Fund | 16.24% | 15.72% | 10.38% | 4.15% | 9.44% | 9.23% | 7.97% | 5.83% | 7.46% | 6.82% | 3.51% | 9.86% |
Drawdowns
POMIX vs. PRWCX - Drawdown Comparison
The maximum POMIX drawdown since its inception was -55.54%, which is greater than PRWCX's maximum drawdown of -41.77%. Use the drawdown chart below to compare losses from any high point for POMIX and PRWCX.
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Drawdown Indicators
| POMIX | PRWCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.54% | -41.77% | -13.77% |
Max Drawdown (1Y)Largest decline over 1 year | -12.46% | -6.80% | -5.66% |
Max Drawdown (5Y)Largest decline over 5 years | -25.56% | -17.07% | -8.49% |
Max Drawdown (10Y)Largest decline over 10 years | -35.05% | -26.86% | -8.19% |
Current DrawdownCurrent decline from peak | -6.11% | -4.47% | -1.64% |
Average DrawdownAverage peak-to-trough decline | -10.71% | -3.34% | -7.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.95% | 1.64% | +1.31% |
Volatility
POMIX vs. PRWCX - Volatility Comparison
T. Rowe Price Total Equity Market Index Fund (POMIX) has a higher volatility of 5.49% compared to T. Rowe Price Capital Appreciation Fund (PRWCX) at 3.64%. This indicates that POMIX's price experiences larger fluctuations and is considered to be riskier than PRWCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| POMIX | PRWCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.49% | 3.64% | +1.85% |
Volatility (6M)Calculated over the trailing 6-month period | 9.56% | 9.78% | -0.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.78% | 13.57% | +5.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.56% | 13.24% | +4.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.50% | 12.98% | +5.52% |