PRDGX vs. AMFEX
PRDGX (T. Rowe Price Dividend Growth Fund, Inc.) and AMFEX (AAMA Equity Fund) are both Large Cap Blend Equities funds. Over the past 5 years, PRDGX returned 9.85%/yr vs 10.85%/yr for AMFEX. Their correlation of 0.93 means they have usually moved in the same direction. PRDGX charges 0.64%/yr vs 1.17%/yr for AMFEX.
Performance
PRDGX vs. AMFEX - Performance Comparison
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Returns By Period
In the year-to-date period, PRDGX achieves a 10.76% return, which is significantly lower than AMFEX's 14.42% return.
PRDGX
- 1D
- -0.43%
- 1M
- 0.31%
- 6M
- 8.04%
- YTD
- 10.76%
- 1Y
- 19.11%
- 3Y*
- 14.42%
- 5Y*
- 9.85%
- 10Y*
- 12.88%
- ALL TIME*
- 10.50%
AMFEX
- 1D
- 0.75%
- 1M
- 1.46%
- 6M
- 8.75%
- YTD
- 14.42%
- 1Y
- 25.63%
- 3Y*
- 17.27%
- 5Y*
- 10.85%
- 10Y*
- —
- ALL TIME*
- 12.29%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
AMFEX AAMA Equity Fund | $0.00 | $0.00 | $0.00 |
| $0.00 | $0.00 | $0.00 |
PRDGX vs. AMFEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
PRDGX T. Rowe Price Dividend Growth Fund, Inc. | 10.76% | 14.74% | 13.48% | 13.68% | -10.22% | 26.03% | 13.92% | 31.76% | -6.24% |
AMFEX AAMA Equity Fund | 14.42% | 17.33% | 16.28% | 17.32% | -14.08% | 22.58% | 12.70% | 24.62% | -9.60% |
Correlation
The correlation between PRDGX and AMFEX is 0.85, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.85 |
Correlation (3Y) Balances recent behavior with more history. | 0.89 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.92 |
Correlation (All Time) Calculated using the full available price history since Nov 7, 2018 | 0.93 |
The correlation between PRDGX and AMFEX has been stable across timeframes, ranging from 0.85 to 0.93 - a consistent structural relationship.
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Return for Risk
PRDGX vs. AMFEX — Risk / Return Rank
PRDGX
AMFEX
PRDGX vs. AMFEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Dividend Growth Fund, Inc. (PRDGX) and AAMA Equity Fund (AMFEX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| PRDGX | AMFEX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.55 | ||
| Sortino ratioReturn per unit of downside risk | -0.62 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.42 | -0.09 |
| Calmar ratioReturn relative to maximum drawdown | 2.46 | 3.96 | -1.50 |
| Martin ratioReturn relative to average drawdown | 10.26 | 16.52 | -6.26 |
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Drawdowns
PRDGX vs. AMFEX - Drawdown Comparison
The maximum PRDGX drawdown since its inception was -49.79%, which is greater than AMFEX's maximum drawdown of -30.41%. Use the drawdown chart below to compare losses from any high point for PRDGX and AMFEX.
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Drawdown Indicators
| PRDGX | AMFEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.79% | -30.41% | -19.38% |
Max Drawdown (1Y)Largest decline over 1 year | -7.34% | -6.07% | -1.27% |
Max Drawdown (3Y)Largest decline over 3 years | -14.15% | -15.23% | +1.08% |
Max Drawdown (5Y)Largest decline over 5 years | -19.31% | -21.21% | +1.90% |
Max Drawdown (10Y)Largest decline over 10 years | -33.18% | — | — |
Current DrawdownCurrent decline from peak | -0.96% | 0.00% | -0.96% |
Average DrawdownAverage peak-to-trough decline | -5.39% | -4.23% | -1.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.76% | 1.46% | +0.30% |
Volatility
PRDGX vs. AMFEX - Volatility Comparison
T. Rowe Price Dividend Growth Fund, Inc. (PRDGX) and AAMA Equity Fund (AMFEX) have volatilities of 2.45% and 2.45%, 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
| PRDGX | AMFEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.45% | 2.45% | 0.00% |
Volatility (6M)Calculated over the trailing 6-month period | 7.44% | 7.77% | -0.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.88% | 10.11% | -0.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.03% | 14.22% | -0.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.82% | 16.84% | -1.02% |
PRDGX vs. AMFEX - Expense Ratio Comparison
PRDGX has a 0.64% expense ratio, which is lower than AMFEX's 1.17% expense ratio.
Dividends
PRDGX vs. AMFEX - Dividend Comparison
PRDGX's dividend yield for the trailing twelve months is around 7.31%, less than AMFEX's 10.48% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMFEX AAMA Equity Fund | 10.48% | 11.99% | 9.19% | 0.92% | 4.82% | 0.22% | 0.44% | 0.78% | 0.83% | 0.00% | 0.00% | 0.00% |
PRDGX T. Rowe Price Dividend Growth Fund, Inc. | 7.31% | 8.02% | 4.66% | 2.78% | 3.81% | 2.00% | 1.03% | 2.33% | 3.67% | 1.82% | 3.07% | 7.57% |
Frequently Asked Questions
PRDGX and AMFEX have a correlation of 0.85, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AMFEX has higher volatility (2.45%) compared to PRDGX (2.45%). In terms of maximum drawdown, PRDGX dropped -49.79% vs AMFEX's -30.41%.
AMFEX currently has the higher Sharpe Ratio (2.38 vs 1.84), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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