PRFDX vs. TRVLX

In the year-to-date period, PRFDX achieves a 0.90% return, which is significantly lower than TRVLX's 2.24% return. Over the past 10 years, PRFDX has underperformed TRVLX with an annualized return of 2.73%, while TRVLX has yielded a comparatively higher 3.87% annualized return.

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PRFDX has a 0.63% 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 Income Fund (PRFDX) 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 PRFDX Sharpe Ratio is -0.15, which is lower than the TRVLX Sharpe Ratio of -0.10. The chart below compares the historical Sharpe Ratios of PRFDX 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.

PRFDX's dividend yield for the trailing twelve months is around 8.77%, more than TRVLX's 1.26% yield.

The maximum PRFDX drawdown since its inception was -61.32%, roughly equal to the maximum TRVLX drawdown of -62.03%. Use the drawdown chart below to compare losses from any high point for PRFDX and TRVLX. For additional features, visit the drawdowns tool.