PRCOX vs. CMNWX
Compare and contrast key facts about T. Rowe Price U.S. Equity Research Fund (PRCOX) and Principal Capital Appreciation Fund (CMNWX).
PRCOX is managed by T. Rowe Price. It was launched on Nov 30, 1994. CMNWX is managed by Principal. It was launched on Nov 24, 1986.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PRCOX or CMNWX.
Correlation
The correlation between PRCOX and CMNWX is 0.91, 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
PRCOX vs. CMNWX - Performance Comparison
Key characteristics
PRCOX:
0.53
CMNWX:
0.19
PRCOX:
0.87
CMNWX:
0.40
PRCOX:
1.13
CMNWX:
1.06
PRCOX:
0.55
CMNWX:
0.17
PRCOX:
2.23
CMNWX:
0.56
PRCOX:
4.70%
CMNWX:
6.72%
PRCOX:
19.77%
CMNWX:
19.65%
PRCOX:
-58.69%
CMNWX:
-57.43%
PRCOX:
-10.89%
CMNWX:
-15.52%
Returns By Period
In the year-to-date period, PRCOX achieves a -6.84% return, which is significantly higher than CMNWX's -7.69% return. Over the past 10 years, PRCOX has outperformed CMNWX with an annualized return of 9.61%, while CMNWX has yielded a comparatively lower 2.97% annualized return.
PRCOX
-6.84%
-5.01%
-5.14%
9.27%
15.94%
9.61%
CMNWX
-7.69%
-4.97%
-10.41%
2.51%
11.83%
2.97%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PRCOX vs. CMNWX - Expense Ratio Comparison
PRCOX has a 0.42% expense ratio, which is lower than CMNWX's 0.80% expense ratio.
Risk-Adjusted Performance
PRCOX vs. CMNWX — Risk-Adjusted Performance Rank
PRCOX
CMNWX
PRCOX vs. CMNWX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price U.S. Equity Research Fund (PRCOX) and Principal Capital Appreciation Fund (CMNWX). 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
PRCOX vs. CMNWX - Dividend Comparison
PRCOX's dividend yield for the trailing twelve months is around 0.69%, more than CMNWX's 0.50% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRCOX T. Rowe Price U.S. Equity Research Fund | 0.69% | 0.64% | 1.17% | 0.88% | 0.69% | 0.87% | 0.55% | 1.23% | 1.07% | 1.24% | 1.64% | 1.12% |
CMNWX Principal Capital Appreciation Fund | 0.50% | 0.46% | 0.71% | 0.69% | 0.43% | 0.78% | 0.93% | 1.62% | 1.01% | 1.07% | 1.19% | 0.92% |
Drawdowns
PRCOX vs. CMNWX - Drawdown Comparison
The maximum PRCOX drawdown since its inception was -58.69%, roughly equal to the maximum CMNWX drawdown of -57.43%. Use the drawdown chart below to compare losses from any high point for PRCOX and CMNWX. For additional features, visit the drawdowns tool.
Volatility
PRCOX vs. CMNWX - Volatility Comparison
T. Rowe Price U.S. Equity Research Fund (PRCOX) has a higher volatility of 14.32% compared to Principal Capital Appreciation Fund (CMNWX) at 13.31%. This indicates that PRCOX's price experiences larger fluctuations and is considered to be riskier than CMNWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.