PRCOX vs. VTCLX

In the year-to-date period, PRCOX achieves a 0.58% return, which is significantly lower than VTCLX's 1.03% return. Over the past 10 years, PRCOX has underperformed VTCLX with an annualized return of 10.33%, while VTCLX has yielded a comparatively higher 12.57% annualized return.

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PRCOX has a 0.42% expense ratio, which is higher than VTCLX's 0.09% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price U.S. Equity Research Fund (PRCOX) and Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares (VTCLX). 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.

The current PRCOX Sharpe Ratio is 0.62, which is comparable to the VTCLX Sharpe Ratio of 0.63. The chart below compares the historical Sharpe Ratios of PRCOX and VTCLX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

PRCOX's dividend yield for the trailing twelve months is around 0.64%, less than VTCLX's 1.05% yield.

The maximum PRCOX drawdown since its inception was -58.69%, which is greater than VTCLX's maximum drawdown of -55.18%. Use the drawdown chart below to compare losses from any high point for PRCOX and VTCLX. For additional features, visit the drawdowns tool.

T. Rowe Price U.S. Equity Research Fund (PRCOX) and Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares (VTCLX) have volatilities of 6.17% and 6.13%, 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.