PRDGX vs. PREIX
Compare and contrast key facts about T. Rowe Price Dividend Growth Fund, Inc. (PRDGX) and T. Rowe Price Equity Index 500 Fund (PREIX).
PRDGX is managed by T. Rowe Price. It was launched on Dec 30, 1992. PREIX is managed by T. Rowe Price. It was launched on Mar 30, 1990.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PRDGX or PREIX.
Correlation
The correlation between PRDGX and PREIX 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.
Performance
PRDGX vs. PREIX - Performance Comparison
Key characteristics
PRDGX:
0.29
PREIX:
0.55
PRDGX:
0.51
PREIX:
0.89
PRDGX:
1.08
PREIX:
1.13
PRDGX:
0.28
PREIX:
0.57
PRDGX:
0.98
PREIX:
2.37
PRDGX:
4.72%
PREIX:
4.52%
PRDGX:
15.99%
PREIX:
19.42%
PRDGX:
-52.60%
PREIX:
-55.32%
PRDGX:
-9.18%
PREIX:
-10.55%
Returns By Period
In the year-to-date period, PRDGX achieves a -0.56% return, which is significantly higher than PREIX's -6.43% return. Over the past 10 years, PRDGX has underperformed PREIX with an annualized return of 8.91%, while PREIX has yielded a comparatively higher 11.60% annualized return.
PRDGX
-0.56%
-3.37%
-6.16%
3.46%
11.63%
8.91%
PREIX
-6.43%
-4.99%
-5.10%
9.37%
15.50%
11.60%
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. PREIX - Expense Ratio Comparison
PRDGX has a 0.62% expense ratio, which is higher than PREIX's 0.15% expense ratio.
Risk-Adjusted Performance
PRDGX vs. PREIX — Risk-Adjusted Performance Rank
PRDGX
PREIX
PRDGX vs. PREIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Dividend Growth Fund, Inc. (PRDGX) and T. Rowe Price Equity Index 500 Fund (PREIX). 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
PRDGX vs. PREIX - Dividend Comparison
PRDGX's dividend yield for the trailing twelve months is around 1.04%, less than PREIX's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRDGX T. Rowe Price Dividend Growth Fund, Inc. | 1.04% | 1.02% | 1.16% | 1.14% | 0.78% | 1.03% | 1.24% | 1.76% | 1.22% | 1.53% | 1.78% | 1.30% |
PREIX T. Rowe Price Equity Index 500 Fund | 1.20% | 1.13% | 1.33% | 1.50% | 1.15% | 1.56% | 1.78% | 1.95% | 1.65% | 1.83% | 2.02% | 1.69% |
Drawdowns
PRDGX vs. PREIX - Drawdown Comparison
The maximum PRDGX drawdown since its inception was -52.60%, roughly equal to the maximum PREIX drawdown of -55.32%. Use the drawdown chart below to compare losses from any high point for PRDGX and PREIX. For additional features, visit the drawdowns tool.
Volatility
PRDGX vs. PREIX - Volatility Comparison
The current volatility for T. Rowe Price Dividend Growth Fund, Inc. (PRDGX) is 11.84%, while T. Rowe Price Equity Index 500 Fund (PREIX) has a volatility of 14.21%. This indicates that PRDGX experiences smaller price fluctuations and is considered to be less risky than PREIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.