PREIX vs. TRVLX

In the year-to-date period, PREIX achieves a -3.41% return, which is significantly lower than TRVLX's 2.24% return. Over the past 10 years, PREIX has outperformed TRVLX with an annualized return of 12.00%, while TRVLX has yielded a comparatively lower 3.87% annualized return.

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PREIX has a 0.15% expense ratio, which is lower than TRVLX's 0.65% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Equity Index 500 Fund (PREIX) and T. Rowe Price Value Fund (TRVLX). 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.

The current PREIX Sharpe Ratio is 0.51, which is higher than the TRVLX Sharpe Ratio of -0.10. The chart below compares the historical Sharpe Ratios of PREIX and TRVLX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

PREIX's dividend yield for the trailing twelve months is around 1.16%, less than TRVLX's 1.26% yield.

The maximum PREIX drawdown since its inception was -55.32%, smaller than the maximum TRVLX drawdown of -62.03%. Use the drawdown chart below to compare losses from any high point for PREIX and TRVLX. For additional features, visit the drawdowns tool.