PortfoliosLab logo
PRCOX vs. DNLAX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between PRCOX and DNLAX is 0.62, 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.


Performance

PRCOX vs. DNLAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in T. Rowe Price U.S. Equity Research Fund (PRCOX) and BNY Mellon Natural Resources Fund Class A (DNLAX). The values are adjusted to include any dividend payments, if applicable.

Loading data...

Key characteristics

Returns By Period


PRCOX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

DNLAX

YTD

-10.13%

1M

12.33%

6M

-16.61%

1Y

-18.81%

5Y*

19.70%

10Y*

6.35%

*Annualized

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. DNLAX - Expense Ratio Comparison

PRCOX has a 0.42% expense ratio, which is lower than DNLAX's 1.14% expense ratio.


Risk-Adjusted Performance

PRCOX vs. DNLAX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PRCOX
The Risk-Adjusted Performance Rank of PRCOX is 6161
Overall Rank
The Sharpe Ratio Rank of PRCOX is 5757
Sharpe Ratio Rank
The Sortino Ratio Rank of PRCOX is 5858
Sortino Ratio Rank
The Omega Ratio Rank of PRCOX is 6060
Omega Ratio Rank
The Calmar Ratio Rank of PRCOX is 6767
Calmar Ratio Rank
The Martin Ratio Rank of PRCOX is 6060
Martin Ratio Rank

DNLAX
The Risk-Adjusted Performance Rank of DNLAX is 11
Overall Rank
The Sharpe Ratio Rank of DNLAX is 22
Sharpe Ratio Rank
The Sortino Ratio Rank of DNLAX is 11
Sortino Ratio Rank
The Omega Ratio Rank of DNLAX is 22
Omega Ratio Rank
The Calmar Ratio Rank of DNLAX is 11
Calmar Ratio Rank
The Martin Ratio Rank of DNLAX is 00
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

PRCOX vs. DNLAX - 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 BNY Mellon Natural Resources Fund Class A (DNLAX). 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

PRCOX vs. DNLAX - Dividend Comparison

PRCOX has not paid dividends to shareholders, while DNLAX's dividend yield for the trailing twelve months is around 1.38%.


TTM20242023202220212020201920182017201620152014
PRCOX
T. Rowe Price U.S. Equity Research Fund
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
DNLAX
BNY Mellon Natural Resources Fund Class A
1.38%1.24%2.32%1.35%1.19%0.91%1.95%1.53%0.40%1.26%0.98%0.74%

Drawdowns

PRCOX vs. DNLAX - Drawdown Comparison


Loading data...

Volatility

PRCOX vs. DNLAX - Volatility Comparison


Loading data...