PRDGX vs. PEOPX
Compare and contrast key facts about T. Rowe Price Dividend Growth Fund, Inc. (PRDGX) and BNY Mellon S&P 500 Index Fund (PEOPX).
PRDGX is managed by T. Rowe Price. It was launched on Dec 30, 1992. PEOPX is a passively managed fund by BNY Mellon that tracks the performance of the S&P 500 Index. It was launched on Jan 2, 1990.
Performance
PRDGX vs. PEOPX - Performance Comparison
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PRDGX vs. PEOPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PRDGX T. Rowe Price Dividend Growth Fund, Inc. | -0.55% | 14.74% | 13.48% | 13.68% | -10.22% | 26.03% | 13.92% | 31.76% | -1.06% | 18.89% |
PEOPX BNY Mellon S&P 500 Index Fund | -4.45% | 17.33% | 24.50% | 25.78% | -18.67% | 28.25% | 17.83% | 30.96% | -6.01% | 21.26% |
Returns By Period
In the year-to-date period, PRDGX achieves a -0.55% return, which is significantly higher than PEOPX's -4.45% return. Over the past 10 years, PRDGX has underperformed PEOPX with an annualized return of 12.31%, while PEOPX has yielded a comparatively higher 13.41% annualized return.
PRDGX
- 1D
- 1.97%
- 1M
- -5.22%
- YTD
- -0.55%
- 6M
- 1.72%
- 1Y
- 11.40%
- 3Y*
- 13.02%
- 5Y*
- 9.49%
- 10Y*
- 12.31%
PEOPX
- 1D
- 2.92%
- 1M
- -5.07%
- YTD
- -4.45%
- 6M
- -2.34%
- 1Y
- 16.81%
- 3Y*
- 17.81%
- 5Y*
- 11.28%
- 10Y*
- 13.41%
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PRDGX vs. PEOPX - Expense Ratio Comparison
PRDGX has a 0.62% expense ratio, which is higher than PEOPX's 0.50% expense ratio.
Return for Risk
PRDGX vs. PEOPX — Risk / Return Rank
PRDGX
PEOPX
PRDGX vs. PEOPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Dividend Growth Fund, Inc. (PRDGX) and BNY Mellon S&P 500 Index Fund (PEOPX). 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 | PEOPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.77 | 0.95 | -0.17 |
Sortino ratioReturn per unit of downside risk | 1.17 | 1.45 | -0.28 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.22 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.13 | 1.48 | -0.35 |
Martin ratioReturn relative to average drawdown | 5.36 | 7.05 | -1.70 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PRDGX | PEOPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.77 | 0.95 | -0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.68 | 0.67 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | 0.75 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.47 | +0.18 |
Correlation
The correlation between PRDGX and PEOPX is 0.94, 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. PEOPX - Dividend Comparison
PRDGX's dividend yield for the trailing twelve months is around 8.14%, less than PEOPX's 10.83% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRDGX T. Rowe Price Dividend Growth Fund, Inc. | 8.14% | 8.02% | 4.66% | 2.78% | 3.81% | 2.00% | 1.03% | 2.33% | 3.67% | 1.82% | 3.07% | 7.57% |
PEOPX BNY Mellon S&P 500 Index Fund | 10.83% | 10.35% | 10.38% | 7.35% | 11.78% | 12.89% | 11.94% | 14.37% | 14.75% | 9.21% | 10.90% | 7.81% |
Drawdowns
PRDGX vs. PEOPX - Drawdown Comparison
The maximum PRDGX drawdown since its inception was -49.79%, smaller than the maximum PEOPX drawdown of -57.45%. Use the drawdown chart below to compare losses from any high point for PRDGX and PEOPX.
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Drawdown Indicators
| PRDGX | PEOPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.79% | -57.45% | +7.66% |
Max Drawdown (1Y)Largest decline over 1 year | -11.28% | -12.13% | +0.85% |
Max Drawdown (5Y)Largest decline over 5 years | -19.31% | -24.79% | +5.48% |
Max Drawdown (10Y)Largest decline over 10 years | -33.18% | -33.85% | +0.67% |
Current DrawdownCurrent decline from peak | -5.50% | -6.32% | +0.82% |
Average DrawdownAverage peak-to-trough decline | -5.44% | -10.56% | +5.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.37% | 2.54% | -0.17% |
Volatility
PRDGX vs. PEOPX - Volatility Comparison
The current volatility for T. Rowe Price Dividend Growth Fund, Inc. (PRDGX) is 4.13%, while BNY Mellon S&P 500 Index Fund (PEOPX) has a volatility of 5.34%. This indicates that PRDGX experiences smaller price fluctuations and is considered to be less risky than PEOPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PRDGX | PEOPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.13% | 5.34% | -1.21% |
Volatility (6M)Calculated over the trailing 6-month period | 7.61% | 9.53% | -1.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.09% | 18.32% | -3.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.08% | 16.92% | -2.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.87% | 17.95% | -2.08% |