PREIX vs. CRIMX
Compare and contrast key facts about T. Rowe Price Equity Index 500 Fund (PREIX) and CRM Mid Cap Value Fund (CRIMX).
PREIX is managed by T. Rowe Price. It was launched on Mar 30, 1990. CRIMX is managed by CRM. It was launched on Jan 6, 1998.
Performance
PREIX vs. CRIMX - Performance Comparison
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PREIX vs. CRIMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PREIX T. Rowe Price Equity Index 500 Fund | -4.39% | 19.24% | 24.78% | 26.07% | -18.27% | 28.48% | 18.17% | 31.47% | -4.59% | 21.01% |
CRIMX CRM Mid Cap Value Fund | 0.60% | 9.15% | 8.84% | 6.58% | -9.22% | 29.14% | 10.75% | 24.87% | -7.00% | 19.25% |
Returns By Period
In the year-to-date period, PREIX achieves a -4.39% return, which is significantly lower than CRIMX's 0.60% return. Over the past 10 years, PREIX has outperformed CRIMX with an annualized return of 13.98%, while CRIMX has yielded a comparatively lower 9.92% annualized return.
PREIX
- 1D
- 2.92%
- 1M
- -5.05%
- YTD
- -4.39%
- 6M
- -0.92%
- 1Y
- 18.69%
- 3Y*
- 18.61%
- 5Y*
- 11.89%
- 10Y*
- 13.98%
CRIMX
- 1D
- 3.02%
- 1M
- -9.18%
- YTD
- 0.60%
- 6M
- 4.69%
- 1Y
- 16.02%
- 3Y*
- 8.07%
- 5Y*
- 5.93%
- 10Y*
- 9.92%
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PREIX vs. CRIMX - Expense Ratio Comparison
PREIX has a 0.15% expense ratio, which is lower than CRIMX's 0.98% expense ratio.
Return for Risk
PREIX vs. CRIMX — Risk / Return Rank
PREIX
CRIMX
PREIX vs. CRIMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Equity Index 500 Fund (PREIX) and CRM Mid Cap Value Fund (CRIMX). 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.
| PREIX | CRIMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.05 | 0.75 | +0.31 |
Sortino ratioReturn per unit of downside risk | 1.59 | 1.18 | +0.41 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.16 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.63 | 1.15 | +0.48 |
Martin ratioReturn relative to average drawdown | 7.85 | 4.04 | +3.81 |
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
| PREIX | CRIMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.05 | 0.75 | +0.31 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | 0.33 | +0.38 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | 0.53 | +0.25 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.56 | +0.03 |
Correlation
The correlation between PREIX and CRIMX 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.
Dividends
PREIX vs. CRIMX - Dividend Comparison
PREIX's dividend yield for the trailing twelve months is around 3.85%, less than CRIMX's 5.91% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PREIX T. Rowe Price Equity Index 500 Fund | 3.85% | 3.66% | 1.17% | 1.32% | 1.50% | 1.56% | 1.97% | 2.13% | 2.60% | 1.30% | 2.03% | 2.02% |
CRIMX CRM Mid Cap Value Fund | 5.91% | 5.94% | 9.75% | 6.25% | 4.33% | 19.21% | 2.03% | 3.01% | 10.26% | 20.06% | 4.13% | 40.25% |
Drawdowns
PREIX vs. CRIMX - Drawdown Comparison
The maximum PREIX drawdown since its inception was -55.32%, which is greater than CRIMX's maximum drawdown of -49.69%. Use the drawdown chart below to compare losses from any high point for PREIX and CRIMX.
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Drawdown Indicators
| PREIX | CRIMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.32% | -49.69% | -5.63% |
Max Drawdown (1Y)Largest decline over 1 year | -12.12% | -14.59% | +2.47% |
Max Drawdown (5Y)Largest decline over 5 years | -24.60% | -24.07% | -0.53% |
Max Drawdown (10Y)Largest decline over 10 years | -33.81% | -39.68% | +5.87% |
Current DrawdownCurrent decline from peak | -6.27% | -9.70% | +3.43% |
Average DrawdownAverage peak-to-trough decline | -8.76% | -7.46% | -1.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.52% | 4.15% | -1.63% |
Volatility
PREIX vs. CRIMX - Volatility Comparison
The current volatility for T. Rowe Price Equity Index 500 Fund (PREIX) is 5.35%, while CRM Mid Cap Value Fund (CRIMX) has a volatility of 7.32%. This indicates that PREIX experiences smaller price fluctuations and is considered to be less risky than CRIMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PREIX | CRIMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.35% | 7.32% | -1.97% |
Volatility (6M)Calculated over the trailing 6-month period | 9.48% | 12.75% | -3.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.28% | 22.00% | -3.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.00% | 18.30% | -1.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.08% | 18.92% | -0.84% |