PRDMX vs. IMCG
Compare and contrast key facts about T. Rowe Price Diversified Mid Cap Growth Fund (PRDMX) and iShares Morningstar Mid-Cap Growth ETF (IMCG).
PRDMX is managed by T. Rowe Price. It was launched on Dec 31, 2003. IMCG is a passively managed fund by iShares that tracks the performance of the Morningstar US Mid Cap Broad Growth Index. It was launched on Jun 28, 2004.
Performance
PRDMX vs. IMCG - Performance Comparison
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PRDMX vs. IMCG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PRDMX T. Rowe Price Diversified Mid Cap Growth Fund | -9.37% | 19.47% | 23.77% | 20.75% | -24.65% | 13.56% | 31.82% | 37.91% | -3.15% | 24.66% |
IMCG iShares Morningstar Mid-Cap Growth ETF | -1.19% | 6.55% | 18.14% | 20.73% | -25.79% | 15.39% | 45.64% | 35.70% | -3.68% | 25.57% |
Returns By Period
In the year-to-date period, PRDMX achieves a -9.37% return, which is significantly lower than IMCG's -1.19% return. Both investments have delivered pretty close results over the past 10 years, with PRDMX having a 12.52% annualized return and IMCG not far ahead at 12.58%.
PRDMX
- 1D
- -1.14%
- 1M
- -9.93%
- YTD
- -9.37%
- 6M
- -4.92%
- 1Y
- 16.61%
- 3Y*
- 14.54%
- 5Y*
- 6.81%
- 10Y*
- 12.52%
IMCG
- 1D
- 3.63%
- 1M
- -6.39%
- YTD
- -1.19%
- 6M
- -4.39%
- 1Y
- 11.14%
- 3Y*
- 11.94%
- 5Y*
- 5.08%
- 10Y*
- 12.58%
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PRDMX vs. IMCG - Expense Ratio Comparison
PRDMX has a 0.79% expense ratio, which is higher than IMCG's 0.06% expense ratio.
Return for Risk
PRDMX vs. IMCG — Risk / Return Rank
PRDMX
IMCG
PRDMX vs. IMCG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Diversified Mid Cap Growth Fund (PRDMX) and iShares Morningstar Mid-Cap Growth ETF (IMCG). 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.
| PRDMX | IMCG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.69 | 0.55 | +0.13 |
Sortino ratioReturn per unit of downside risk | 1.17 | 0.92 | +0.25 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.12 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.05 | 0.87 | +0.18 |
Martin ratioReturn relative to average drawdown | 3.79 | 3.61 | +0.17 |
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
| PRDMX | IMCG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.69 | 0.55 | +0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.31 | 0.25 | +0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.62 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.50 | -0.01 |
Correlation
The correlation between PRDMX and IMCG is 0.95, 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
PRDMX vs. IMCG - Dividend Comparison
PRDMX's dividend yield for the trailing twelve months is around 17.09%, more than IMCG's 0.80% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRDMX T. Rowe Price Diversified Mid Cap Growth Fund | 17.09% | 15.49% | 8.59% | 6.83% | 1.22% | 10.13% | 4.80% | 2.02% | 5.23% | 3.71% | 1.23% | 3.78% |
IMCG iShares Morningstar Mid-Cap Growth ETF | 0.80% | 0.78% | 0.78% | 0.85% | 0.91% | 0.41% | 0.09% | 0.30% | 0.35% | 0.45% | 0.52% | 0.38% |
Drawdowns
PRDMX vs. IMCG - Drawdown Comparison
The maximum PRDMX drawdown since its inception was -57.57%, roughly equal to the maximum IMCG drawdown of -58.96%. Use the drawdown chart below to compare losses from any high point for PRDMX and IMCG.
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Drawdown Indicators
| PRDMX | IMCG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.57% | -58.96% | +1.39% |
Max Drawdown (1Y)Largest decline over 1 year | -13.31% | -12.99% | -0.32% |
Max Drawdown (5Y)Largest decline over 5 years | -35.69% | -35.08% | -0.61% |
Max Drawdown (10Y)Largest decline over 10 years | -35.91% | -35.08% | -0.83% |
Current DrawdownCurrent decline from peak | -12.73% | -6.90% | -5.83% |
Average DrawdownAverage peak-to-trough decline | -8.44% | -9.29% | +0.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.70% | 3.14% | +0.56% |
Volatility
PRDMX vs. IMCG - Volatility Comparison
The current volatility for T. Rowe Price Diversified Mid Cap Growth Fund (PRDMX) is 5.96%, while iShares Morningstar Mid-Cap Growth ETF (IMCG) has a volatility of 7.19%. This indicates that PRDMX experiences smaller price fluctuations and is considered to be less risky than IMCG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PRDMX | IMCG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.96% | 7.19% | -1.23% |
Volatility (6M)Calculated over the trailing 6-month period | 15.07% | 12.08% | +2.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.07% | 20.27% | +3.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.09% | 20.09% | +2.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.43% | 20.44% | +0.99% |