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.
Performance
PREIX vs. PRDGX - Performance Comparison
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PREIX vs. PRDGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PREIX T. Rowe Price Equity Index 500 Fund | -7.11% | 19.24% | 24.78% | 26.07% | -18.27% | 28.48% | 18.17% | 31.47% | -4.59% | 21.01% |
PRDGX T. Rowe Price Dividend Growth Fund, Inc. | -2.47% | 14.74% | 13.48% | 13.68% | -10.22% | 26.03% | 13.92% | 31.76% | -1.06% | 18.89% |
Returns By Period
In the year-to-date period, PREIX achieves a -7.11% return, which is significantly lower than PRDGX's -2.47% return. Over the past 10 years, PREIX has outperformed PRDGX with an annualized return of 13.66%, while PRDGX has yielded a comparatively lower 12.09% annualized return.
PREIX
- 1D
- -0.39%
- 1M
- -7.70%
- YTD
- -7.11%
- 6M
- -3.40%
- 1Y
- 15.76%
- 3Y*
- 17.48%
- 5Y*
- 11.51%
- 10Y*
- 13.66%
PRDGX
- 1D
- 0.03%
- 1M
- -7.31%
- YTD
- -2.47%
- 6M
- -0.01%
- 1Y
- 9.42%
- 3Y*
- 12.29%
- 5Y*
- 9.25%
- 10Y*
- 12.09%
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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.
Return for Risk
PREIX vs. PRDGX — Risk / Return Rank
PREIX
PRDGX
PREIX vs. PRDGX - Risk-Adjusted Trends 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.
| PREIX | PRDGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.91 | 0.71 | +0.21 |
Sortino ratioReturn per unit of downside risk | 1.40 | 1.08 | +0.32 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.16 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.16 | 0.80 | +0.37 |
Martin ratioReturn relative to average drawdown | 5.66 | 3.83 | +1.83 |
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 | PRDGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.91 | 0.71 | +0.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.68 | 0.66 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.76 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.65 | -0.06 |
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.
Dividends
PREIX vs. PRDGX - Dividend Comparison
PREIX's dividend yield for the trailing twelve months is around 3.97%, less than PRDGX's 8.30% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PREIX T. Rowe Price Equity Index 500 Fund | 3.97% | 3.66% | 1.17% | 1.32% | 1.50% | 1.56% | 1.97% | 2.13% | 2.60% | 1.30% | 2.03% | 2.02% |
PRDGX T. Rowe Price Dividend Growth Fund, Inc. | 8.30% | 8.02% | 4.66% | 2.78% | 3.81% | 2.00% | 1.03% | 2.33% | 3.67% | 1.82% | 3.07% | 7.57% |
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.
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Drawdown Indicators
| PREIX | PRDGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.32% | -49.79% | -5.53% |
Max Drawdown (1Y)Largest decline over 1 year | -12.12% | -11.28% | -0.84% |
Max Drawdown (5Y)Largest decline over 5 years | -24.60% | -19.31% | -5.29% |
Max Drawdown (10Y)Largest decline over 10 years | -33.81% | -33.18% | -0.63% |
Current DrawdownCurrent decline from peak | -8.93% | -7.32% | -1.61% |
Average DrawdownAverage peak-to-trough decline | -8.76% | -5.44% | -3.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.49% | 2.34% | +0.15% |
Volatility
PREIX vs. PRDGX - Volatility Comparison
T. Rowe Price Equity Index 500 Fund (PREIX) has a higher volatility of 4.25% compared to T. Rowe Price Dividend Growth Fund, Inc. (PRDGX) at 3.43%. This indicates that PREIX's price experiences larger fluctuations and is considered to be riskier than PRDGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PREIX | PRDGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.25% | 3.43% | +0.82% |
Volatility (6M)Calculated over the trailing 6-month period | 9.03% | 7.35% | +1.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.09% | 15.00% | +3.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.95% | 14.05% | +2.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.06% | 15.86% | +2.20% |