PREIX vs. PRDGX
Compare and contrast key facts about T. Rowe Price Equity Index 500 Fund (PREIX) and T. Rowe Price Dividend Growth Fund, Inc. (PRDGX).
PREIX is managed by T. Rowe Price. It was launched on Mar 30, 1990. PRDGX is managed by T. Rowe Price. It was launched on Dec 30, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PREIX or PRDGX.
Correlation
The correlation between PREIX and PRDGX 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
PREIX vs. PRDGX - Performance Comparison
Key characteristics
PREIX:
2.15
PRDGX:
1.06
PREIX:
2.86
PRDGX:
1.43
PREIX:
1.40
PRDGX:
1.20
PREIX:
3.18
PRDGX:
1.20
PREIX:
13.94
PRDGX:
5.60
PREIX:
1.93%
PRDGX:
2.00%
PREIX:
12.55%
PRDGX:
10.57%
PREIX:
-55.32%
PRDGX:
-49.79%
PREIX:
-2.20%
PRDGX:
-8.19%
Returns By Period
In the year-to-date period, PREIX achieves a 26.28% return, which is significantly higher than PRDGX's 10.20% return. Over the past 10 years, PREIX has outperformed PRDGX with an annualized return of 12.88%, while PRDGX has yielded a comparatively lower 10.94% annualized return.
PREIX
26.28%
-0.17%
9.90%
26.70%
14.68%
12.88%
PRDGX
10.20%
-6.97%
-0.53%
10.87%
10.14%
10.94%
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PREIX vs. PRDGX - Expense Ratio Comparison
PREIX has a 0.15% expense ratio, which is lower than PRDGX's 0.62% expense ratio.
Risk-Adjusted Performance
PREIX vs. PRDGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Equity Index 500 Fund (PREIX) and T. Rowe Price Dividend Growth Fund, Inc. (PRDGX). 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
PREIX vs. PRDGX - Dividend Comparison
PREIX's dividend yield for the trailing twelve months is around 0.80%, more than PRDGX's 0.75% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PREIX T. Rowe Price Equity Index 500 Fund | 0.80% | 1.33% | 1.50% | 1.15% | 1.56% | 1.78% | 1.95% | 1.65% | 1.83% | 2.02% | 1.69% | 1.63% |
PRDGX T. Rowe Price Dividend Growth Fund, Inc. | 0.75% | 1.16% | 1.14% | 0.78% | 1.03% | 1.24% | 1.76% | 1.22% | 1.53% | 1.78% | 1.30% | 1.22% |
Drawdowns
PREIX vs. PRDGX - Drawdown Comparison
The maximum PREIX drawdown since its inception was -55.32%, which is greater than PRDGX's maximum drawdown of -49.79%. Use the drawdown chart below to compare losses from any high point for PREIX and PRDGX. For additional features, visit the drawdowns tool.
Volatility
PREIX vs. PRDGX - Volatility Comparison
The current volatility for T. Rowe Price Equity Index 500 Fund (PREIX) is 3.89%, while T. Rowe Price Dividend Growth Fund, Inc. (PRDGX) has a volatility of 5.02%. This indicates that PREIX experiences smaller price fluctuations and is considered to be less risky than PRDGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.