PRDSX vs. OTCFX
Compare and contrast key facts about T. Rowe Price QM U.S. Small-Cap Growth Equity Fund (PRDSX) and T. Rowe Price Small-Cap Stock Fund (OTCFX).
PRDSX is managed by T. Rowe Price. It was launched on Jun 30, 1997. OTCFX is managed by T. Rowe Price. It was launched on Jun 1, 1956.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PRDSX or OTCFX.
Correlation
The correlation between PRDSX and OTCFX 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.
Performance
PRDSX vs. OTCFX - Performance Comparison
Key characteristics
PRDSX:
0.55
OTCFX:
0.01
PRDSX:
0.84
OTCFX:
0.15
PRDSX:
1.11
OTCFX:
1.02
PRDSX:
0.37
OTCFX:
0.01
PRDSX:
1.95
OTCFX:
0.03
PRDSX:
5.22%
OTCFX:
6.83%
PRDSX:
18.69%
OTCFX:
21.69%
PRDSX:
-61.68%
OTCFX:
-65.12%
PRDSX:
-19.67%
OTCFX:
-27.91%
Returns By Period
In the year-to-date period, PRDSX achieves a 3.30% return, which is significantly higher than OTCFX's 1.94% return. Over the past 10 years, PRDSX has outperformed OTCFX with an annualized return of 5.79%, while OTCFX has yielded a comparatively lower 3.01% annualized return.
PRDSX
3.30%
2.35%
-3.60%
9.66%
2.15%
5.79%
OTCFX
1.94%
1.58%
-6.83%
0.16%
1.90%
3.01%
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PRDSX vs. OTCFX - Expense Ratio Comparison
PRDSX has a 0.78% expense ratio, which is lower than OTCFX's 0.85% expense ratio.
Risk-Adjusted Performance
PRDSX vs. OTCFX — Risk-Adjusted Performance Rank
PRDSX
OTCFX
PRDSX vs. OTCFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price QM U.S. Small-Cap Growth Equity Fund (PRDSX) and T. Rowe Price Small-Cap Stock Fund (OTCFX). 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
PRDSX vs. OTCFX - Dividend Comparison
PRDSX's dividend yield for the trailing twelve months is around 0.21%, less than OTCFX's 0.49% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
T. Rowe Price QM U.S. Small-Cap Growth Equity Fund | 0.21% | 0.22% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
T. Rowe Price Small-Cap Stock Fund | 0.49% | 0.50% | 0.22% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.04% | 0.13% | 0.13% | 0.11% |
Drawdowns
PRDSX vs. OTCFX - Drawdown Comparison
The maximum PRDSX drawdown since its inception was -61.68%, smaller than the maximum OTCFX drawdown of -65.12%. Use the drawdown chart below to compare losses from any high point for PRDSX and OTCFX. For additional features, visit the drawdowns tool.
Volatility
PRDSX vs. OTCFX - Volatility Comparison
T. Rowe Price QM U.S. Small-Cap Growth Equity Fund (PRDSX) has a higher volatility of 4.51% compared to T. Rowe Price Small-Cap Stock Fund (OTCFX) at 4.19%. This indicates that PRDSX's price experiences larger fluctuations and is considered to be riskier than OTCFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.