PRCFX vs. PMFYX
Compare and contrast key facts about T. Rowe Price Capital Appreciation and Income Fund (PRCFX) and Pioneer Multi-Asset Income Fund (PMFYX).
PRCFX is an actively managed fund by T. Rowe Price. It was launched on Nov 29, 2023. PMFYX is managed by Amundi. It was launched on Dec 21, 2011.
Performance
PRCFX vs. PMFYX - Performance Comparison
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PRCFX vs. PMFYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
PRCFX T. Rowe Price Capital Appreciation and Income Fund | -3.76% | 11.26% | 8.76% | 3.10% |
PMFYX Pioneer Multi-Asset Income Fund | 0.91% | 23.15% | 6.28% | 2.48% |
Returns By Period
In the year-to-date period, PRCFX achieves a -3.76% return, which is significantly lower than PMFYX's 0.91% return.
PRCFX
- 1D
- 0.14%
- 1M
- -4.26%
- YTD
- -3.76%
- 6M
- -2.05%
- 1Y
- 6.94%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
PMFYX
- 1D
- 0.15%
- 1M
- -3.56%
- YTD
- 0.91%
- 6M
- 4.30%
- 1Y
- 17.02%
- 3Y*
- 11.90%
- 5Y*
- 8.07%
- 10Y*
- 8.61%
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PRCFX vs. PMFYX - Expense Ratio Comparison
Both PRCFX and PMFYX have an expense ratio of 0.65%.
Return for Risk
PRCFX vs. PMFYX — Risk / Return Rank
PRCFX
PMFYX
PRCFX vs. PMFYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Capital Appreciation and Income Fund (PRCFX) and Pioneer Multi-Asset Income Fund (PMFYX). 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.
| PRCFX | PMFYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.99 | 2.43 | -1.44 |
Sortino ratioReturn per unit of downside risk | 1.50 | 3.07 | -1.58 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.52 | -0.30 |
Calmar ratioReturn relative to maximum drawdown | 1.34 | 2.35 | -1.01 |
Martin ratioReturn relative to average drawdown | 6.16 | 11.00 | -4.84 |
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
| PRCFX | PMFYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.99 | 2.43 | -1.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 1.12 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 1.14 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.27 | 1.13 | +0.14 |
Correlation
The correlation between PRCFX and PMFYX is 0.49, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
PRCFX vs. PMFYX - Dividend Comparison
PRCFX's dividend yield for the trailing twelve months is around 3.32%, less than PMFYX's 5.99% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRCFX T. Rowe Price Capital Appreciation and Income Fund | 3.32% | 2.94% | 3.08% | 0.26% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
PMFYX Pioneer Multi-Asset Income Fund | 5.99% | 6.48% | 5.48% | 4.87% | 5.00% | 5.70% | 5.58% | 6.00% | 6.07% | 6.88% | 5.72% | 6.14% |
Drawdowns
PRCFX vs. PMFYX - Drawdown Comparison
The maximum PRCFX drawdown since its inception was -6.57%, smaller than the maximum PMFYX drawdown of -24.23%. Use the drawdown chart below to compare losses from any high point for PRCFX and PMFYX.
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Drawdown Indicators
| PRCFX | PMFYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -6.57% | -24.23% | +17.66% |
Max Drawdown (1Y)Largest decline over 1 year | -5.07% | -7.09% | +2.02% |
Max Drawdown (5Y)Largest decline over 5 years | — | -13.62% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -24.23% | — |
Current DrawdownCurrent decline from peak | -4.36% | -3.56% | -0.80% |
Average DrawdownAverage peak-to-trough decline | -0.70% | -2.62% | +1.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.10% | 1.51% | -0.41% |
Volatility
PRCFX vs. PMFYX - Volatility Comparison
T. Rowe Price Capital Appreciation and Income Fund (PRCFX) and Pioneer Multi-Asset Income Fund (PMFYX) have volatilities of 2.16% and 2.22%, 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.
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Volatility by Period
| PRCFX | PMFYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.16% | 2.22% | -0.06% |
Volatility (6M)Calculated over the trailing 6-month period | 3.76% | 4.12% | -0.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.41% | 7.17% | +0.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.49% | 7.23% | -0.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.49% | 7.59% | -1.10% |