PRDGX vs. VDIGX
Compare and contrast key facts about T. Rowe Price Dividend Growth Fund, Inc. (PRDGX) and Vanguard Dividend Growth Fund (VDIGX).
PRDGX is managed by T. Rowe Price. It was launched on Dec 30, 1992. VDIGX is managed by Vanguard. It was launched on May 15, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PRDGX or VDIGX.
Performance
PRDGX vs. VDIGX - Performance Comparison
Returns By Period
In the year-to-date period, PRDGX achieves a 16.50% return, which is significantly higher than VDIGX's 10.96% return. Over the past 10 years, PRDGX has outperformed VDIGX with an annualized return of 11.77%, while VDIGX has yielded a comparatively lower 10.71% annualized return.
PRDGX
16.50%
-0.64%
6.33%
22.19%
12.12%
11.77%
VDIGX
10.96%
-3.15%
4.38%
16.36%
10.60%
10.71%
Key characteristics
| PRDGX | VDIGX | |
|---|---|---|
| Sharpe Ratio | 2.33 | 1.93 |
| Sortino Ratio | 3.26 | 2.66 |
| Omega Ratio | 1.43 | 1.34 |
| Calmar Ratio | 4.42 | 3.52 |
| Martin Ratio | 15.63 | 10.03 |
| Ulcer Index | 1.43% | 1.68% |
| Daily Std Dev | 9.58% | 8.73% |
| Max Drawdown | -49.79% | -45.23% |
| Current Drawdown | -1.54% | -3.98% |
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PRDGX vs. VDIGX - Expense Ratio Comparison
PRDGX has a 0.62% expense ratio, which is higher than VDIGX's 0.27% expense ratio.
Correlation
The correlation between PRDGX and VDIGX is 0.86, 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.
Risk-Adjusted Performance
PRDGX vs. VDIGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Dividend Growth Fund, Inc. (PRDGX) and Vanguard Dividend Growth Fund (VDIGX). 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. VDIGX - Dividend Comparison
PRDGX's dividend yield for the trailing twelve months is around 0.99%, less than VDIGX's 1.66% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRDGX T. Rowe Price Dividend Growth Fund, Inc. | 0.99% | 1.16% | 1.14% | 0.78% | 1.03% | 1.24% | 1.76% | 1.22% | 1.53% | 1.78% | 1.30% | 1.22% |
VDIGX Vanguard Dividend Growth Fund | 1.66% | 1.69% | 1.67% | 1.46% | 1.62% | 1.72% | 2.15% | 1.92% | 1.92% | 1.93% | 1.91% | 1.80% |
Drawdowns
PRDGX vs. VDIGX - Drawdown Comparison
The maximum PRDGX drawdown since its inception was -49.79%, which is greater than VDIGX's maximum drawdown of -45.23%. Use the drawdown chart below to compare losses from any high point for PRDGX and VDIGX. For additional features, visit the drawdowns tool.
Volatility
PRDGX vs. VDIGX - Volatility Comparison
T. Rowe Price Dividend Growth Fund, Inc. (PRDGX) has a higher volatility of 3.03% compared to Vanguard Dividend Growth Fund (VDIGX) at 2.36%. This indicates that PRDGX's price experiences larger fluctuations and is considered to be riskier than VDIGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.