PRCOX vs. PRDGX
Compare and contrast key facts about T. Rowe Price U.S. Equity Research Fund (PRCOX) and T. Rowe Price Dividend Growth Fund, Inc. (PRDGX).
PRCOX is managed by T. Rowe Price. It was launched on Nov 30, 1994. PRDGX is managed by T. Rowe Price. It was launched on Dec 30, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PRCOX or PRDGX.
Correlation
The correlation between PRCOX and PRDGX 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.
Performance
PRCOX vs. PRDGX - Performance Comparison
Key characteristics
PRCOX:
2.21
PRDGX:
1.13
PRCOX:
2.92
PRDGX:
1.52
PRCOX:
1.41
PRDGX:
1.22
PRCOX:
3.21
PRDGX:
1.29
PRCOX:
14.25
PRDGX:
6.19
PRCOX:
2.00%
PRDGX:
1.93%
PRCOX:
12.91%
PRDGX:
10.59%
PRCOX:
-58.69%
PRDGX:
-49.79%
PRCOX:
-3.12%
PRDGX:
-8.42%
Returns By Period
In the year-to-date period, PRCOX achieves a 26.62% return, which is significantly higher than PRDGX's 9.93% return. Both investments have delivered pretty close results over the past 10 years, with PRCOX having a 10.69% annualized return and PRDGX not far ahead at 10.91%.
PRCOX
26.62%
-0.00%
8.17%
27.17%
14.68%
10.69%
PRDGX
9.93%
-5.64%
-0.39%
10.92%
10.08%
10.91%
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PRCOX vs. PRDGX - Expense Ratio Comparison
PRCOX has a 0.42% expense ratio, which is lower than PRDGX's 0.62% expense ratio.
Risk-Adjusted Performance
PRCOX vs. PRDGX - 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 T. Rowe Price Dividend Growth Fund, Inc. (PRDGX). 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. PRDGX - Dividend Comparison
PRCOX has not paid dividends to shareholders, while PRDGX's dividend yield for the trailing twelve months is around 0.75%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRCOX T. Rowe Price U.S. Equity Research Fund | 0.00% | 1.17% | 0.88% | 0.69% | 0.87% | 0.55% | 1.23% | 1.07% | 1.24% | 1.64% | 1.12% | 0.92% |
PRDGX T. Rowe Price Dividend Growth Fund, Inc. | 0.75% | 1.16% | 1.14% | 0.78% | 1.03% | 1.24% | 1.76% | 1.22% | 1.53% | 1.78% | 1.30% | 1.22% |
Drawdowns
PRCOX vs. PRDGX - Drawdown Comparison
The maximum PRCOX drawdown since its inception was -58.69%, which is greater than PRDGX's maximum drawdown of -49.79%. Use the drawdown chart below to compare losses from any high point for PRCOX and PRDGX. For additional features, visit the drawdowns tool.
Volatility
PRCOX vs. PRDGX - Volatility Comparison
The current volatility for T. Rowe Price U.S. Equity Research Fund (PRCOX) is 4.10%, while T. Rowe Price Dividend Growth Fund, Inc. (PRDGX) has a volatility of 5.16%. This indicates that PRCOX experiences smaller price fluctuations and is considered to be less risky than PRDGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.