PRFDX vs. TRBFX
Compare and contrast key facts about T. Rowe Price Equity Income Fund (PRFDX) and T. Rowe Price Limited Duration Inflation Focused Bond Fund (TRBFX).
PRFDX is managed by T. Rowe Price. It was launched on Oct 31, 1985. TRBFX is managed by T. Rowe Price. It was launched on Sep 28, 2006.
Performance
PRFDX vs. TRBFX - Performance Comparison
Loading graphics...
PRFDX vs. TRBFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PRFDX T. Rowe Price Equity Income Fund | -0.99% | 15.88% | 11.85% | 9.75% | -3.25% | 25.60% | 1.28% | 33.66% | -9.29% | 15.46% |
TRBFX T. Rowe Price Limited Duration Inflation Focused Bond Fund | 0.71% | 10.17% | 4.60% | 3.01% | -5.19% | 5.77% | 5.65% | 6.53% | 0.28% | 0.80% |
Returns By Period
In the year-to-date period, PRFDX achieves a -0.99% return, which is significantly lower than TRBFX's 0.71% return. Over the past 10 years, PRFDX has outperformed TRBFX with an annualized return of 10.89%, while TRBFX has yielded a comparatively lower 3.22% annualized return.
PRFDX
- 1D
- 0.08%
- 1M
- -6.90%
- YTD
- -0.99%
- 6M
- 3.99%
- 1Y
- 10.29%
- 3Y*
- 12.33%
- 5Y*
- 8.58%
- 10Y*
- 10.89%
TRBFX
- 1D
- 0.21%
- 1M
- -0.42%
- YTD
- 0.71%
- 6M
- 4.30%
- 1Y
- 7.34%
- 3Y*
- 5.46%
- 5Y*
- 3.38%
- 10Y*
- 3.22%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PRFDX vs. TRBFX - Expense Ratio Comparison
PRFDX has a 0.63% expense ratio, which is higher than TRBFX's 0.41% expense ratio.
Return for Risk
PRFDX vs. TRBFX — Risk / Return Rank
PRFDX
TRBFX
PRFDX vs. TRBFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Equity Income Fund (PRFDX) and T. Rowe Price Limited Duration Inflation Focused Bond Fund (TRBFX). 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.
| PRFDX | TRBFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.73 | 1.87 | -1.14 |
Sortino ratioReturn per unit of downside risk | 1.09 | 4.22 | -3.14 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.67 | -0.51 |
Calmar ratioReturn relative to maximum drawdown | 0.78 | 7.09 | -6.31 |
Martin ratioReturn relative to average drawdown | 3.34 | 22.76 | -19.42 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| PRFDX | TRBFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.73 | 1.87 | -1.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.69 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.61 | 0.83 | -0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.82 | -0.22 |
Correlation
The correlation between PRFDX and TRBFX is 0.08, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
PRFDX vs. TRBFX - Dividend Comparison
PRFDX's dividend yield for the trailing twelve months is around 3.87%, less than TRBFX's 8.46% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRFDX T. Rowe Price Equity Income Fund | 3.87% | 3.87% | 8.91% | 6.19% | 6.61% | 8.78% | 3.55% | 12.53% | 11.43% | 8.97% | 7.75% | 7.48% |
TRBFX T. Rowe Price Limited Duration Inflation Focused Bond Fund | 8.46% | 8.56% | 4.48% | 3.64% | 6.11% | 4.99% | 1.38% | 3.27% | 2.34% | 1.61% | 1.10% | 0.00% |
Drawdowns
PRFDX vs. TRBFX - Drawdown Comparison
The maximum PRFDX drawdown since its inception was -58.12%, which is greater than TRBFX's maximum drawdown of -7.33%. Use the drawdown chart below to compare losses from any high point for PRFDX and TRBFX.
Loading graphics...
Drawdown Indicators
| PRFDX | TRBFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.12% | -7.33% | -50.79% |
Max Drawdown (1Y)Largest decline over 1 year | -12.34% | -1.24% | -11.10% |
Max Drawdown (5Y)Largest decline over 5 years | -18.08% | -7.33% | -10.75% |
Max Drawdown (10Y)Largest decline over 10 years | -39.71% | -7.33% | -32.38% |
Current DrawdownCurrent decline from peak | -7.26% | -0.63% | -6.63% |
Average DrawdownAverage peak-to-trough decline | -6.28% | -1.34% | -4.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.88% | 0.39% | +2.49% |
Volatility
PRFDX vs. TRBFX - Volatility Comparison
T. Rowe Price Equity Income Fund (PRFDX) has a higher volatility of 3.63% compared to T. Rowe Price Limited Duration Inflation Focused Bond Fund (TRBFX) at 0.86%. This indicates that PRFDX's price experiences larger fluctuations and is considered to be riskier than TRBFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| PRFDX | TRBFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.63% | 0.86% | +2.77% |
Volatility (6M)Calculated over the trailing 6-month period | 8.04% | 3.52% | +4.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.62% | 4.26% | +11.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.93% | 4.97% | +9.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.87% | 3.89% | +13.98% |