PRDGX vs. NOIEX
Compare and contrast key facts about T. Rowe Price Dividend Growth Fund, Inc. (PRDGX) and Northern Income Equity Fund (NOIEX).
PRDGX is managed by T. Rowe Price. It was launched on Dec 30, 1992. NOIEX is managed by Northern Funds. It was launched on Mar 31, 1994.
Performance
PRDGX vs. NOIEX - Performance Comparison
Loading graphics...
PRDGX vs. NOIEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PRDGX T. Rowe Price Dividend Growth Fund, Inc. | -2.47% | 14.74% | 13.48% | 13.68% | -10.22% | 26.03% | 13.92% | 31.76% | -1.06% | 18.89% |
NOIEX Northern Income Equity Fund | -4.59% | 18.81% | 24.28% | 19.56% | -13.34% | 27.96% | 11.03% | 27.04% | -6.62% | 20.22% |
Returns By Period
In the year-to-date period, PRDGX achieves a -2.47% return, which is significantly higher than NOIEX's -4.59% return. Both investments have delivered pretty close results over the past 10 years, with PRDGX having a 12.09% annualized return and NOIEX not far ahead at 12.25%.
PRDGX
- 1D
- 0.03%
- 1M
- -7.31%
- YTD
- -2.47%
- 6M
- -0.01%
- 1Y
- 9.42%
- 3Y*
- 12.29%
- 5Y*
- 9.25%
- 10Y*
- 12.09%
NOIEX
- 1D
- -0.29%
- 1M
- -7.32%
- YTD
- -4.59%
- 6M
- -1.82%
- 1Y
- 16.41%
- 3Y*
- 17.35%
- 5Y*
- 11.80%
- 10Y*
- 12.25%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PRDGX vs. NOIEX - Expense Ratio Comparison
PRDGX has a 0.62% expense ratio, which is higher than NOIEX's 0.49% expense ratio.
Return for Risk
PRDGX vs. NOIEX — Risk / Return Rank
PRDGX
NOIEX
PRDGX vs. NOIEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Dividend Growth Fund, Inc. (PRDGX) and Northern Income Equity Fund (NOIEX). 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.
| PRDGX | NOIEX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.71 | 0.92 | -0.21 |
Sortino ratioReturn per unit of downside risk | 1.08 | 1.45 | -0.37 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.22 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.80 | 1.05 | -0.25 |
Martin ratioReturn relative to average drawdown | 3.83 | 4.85 | -1.01 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| PRDGX | NOIEX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.71 | 0.92 | -0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.66 | 0.73 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.69 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.65 | -0.01 |
Correlation
The correlation between PRDGX and NOIEX is 0.87, 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.
Dividends
PRDGX vs. NOIEX - Dividend Comparison
PRDGX's dividend yield for the trailing twelve months is around 8.30%, which matches NOIEX's 8.37% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRDGX T. Rowe Price Dividend Growth Fund, Inc. | 8.30% | 8.02% | 4.66% | 2.78% | 3.81% | 2.00% | 1.03% | 2.33% | 3.67% | 1.82% | 3.07% | 7.57% |
NOIEX Northern Income Equity Fund | 8.37% | 7.92% | 6.11% | 7.03% | 5.44% | 14.26% | 7.67% | 8.58% | 15.73% | 7.56% | 3.02% | 5.57% |
Drawdowns
PRDGX vs. NOIEX - Drawdown Comparison
The maximum PRDGX drawdown since its inception was -49.79%, which is greater than NOIEX's maximum drawdown of -45.66%. Use the drawdown chart below to compare losses from any high point for PRDGX and NOIEX.
Loading graphics...
Drawdown Indicators
| PRDGX | NOIEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.79% | -45.66% | -4.13% |
Max Drawdown (1Y)Largest decline over 1 year | -11.28% | -12.41% | +1.13% |
Max Drawdown (5Y)Largest decline over 5 years | -19.31% | -21.89% | +2.58% |
Max Drawdown (10Y)Largest decline over 10 years | -33.18% | -35.31% | +2.13% |
Current DrawdownCurrent decline from peak | -7.32% | -8.39% | +1.07% |
Average DrawdownAverage peak-to-trough decline | -5.44% | -5.01% | -0.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.34% | 2.89% | -0.55% |
Volatility
PRDGX vs. NOIEX - Volatility Comparison
The current volatility for T. Rowe Price Dividend Growth Fund, Inc. (PRDGX) is 3.43%, while Northern Income Equity Fund (NOIEX) has a volatility of 4.02%. This indicates that PRDGX experiences smaller price fluctuations and is considered to be less risky than NOIEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| PRDGX | NOIEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.43% | 4.02% | -0.59% |
Volatility (6M)Calculated over the trailing 6-month period | 7.35% | 9.01% | -1.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.00% | 19.09% | -4.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.05% | 16.32% | -2.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.86% | 17.92% | -2.06% |