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PRFDX vs. VSGAX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

PRFDX vs. VSGAX

Last updated May 12, 2025

Compare and contrast key facts about T. Rowe Price Equity Income Fund (PRFDX) and Vanguard Small-Cap Growth Index Fund Admiral Shares (VSGAX).

PRFDX is managed by T. Rowe Price. It was launched on Oct 31, 1985. VSGAX is managed by Vanguard. It was launched on Sep 27, 2011.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PRFDX or VSGAX.

Correlation

The correlation between PRFDX and VSGAX is 0.80, 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

PRFDX vs. VSGAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in T. Rowe Price Equity Income Fund (PRFDX) and Vanguard Small-Cap Growth Index Fund Admiral Shares (VSGAX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

PRFDX:

7.76%

VSGAX:

17.41%

Max Drawdown

PRFDX:

-0.41%

VSGAX:

-1.08%

Current Drawdown

PRFDX:

0.00%

VSGAX:

-0.20%

Returns By Period

PRFDX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

VSGAX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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PRFDX vs. VSGAX - Expense Ratio Comparison

PRFDX has a 0.63% expense ratio, which is higher than VSGAX's 0.07% expense ratio.

PRFDX
T. Rowe Price Equity Income Fund
VSGAX
Vanguard Small-Cap Growth Index Fund Admiral Shares

Risk-Adjusted Performance

PRFDX vs. VSGAX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
PRFDX
The Risk-Adjusted Performance Rank of PRFDX is 1515
Overall Rank
The Sharpe Ratio Rank of PRFDX is 1515
Sharpe Ratio Rank
The Sortino Ratio Rank of PRFDX is 1616
Sortino Ratio Rank
The Omega Ratio Rank of PRFDX is 1616
Omega Ratio Rank
The Calmar Ratio Rank of PRFDX is 1515
Calmar Ratio Rank
The Martin Ratio Rank of PRFDX is 1616
Martin Ratio Rank
VSGAX
The Risk-Adjusted Performance Rank of VSGAX is 3030
Overall Rank
The Sharpe Ratio Rank of VSGAX is 2929
Sharpe Ratio Rank
The Sortino Ratio Rank of VSGAX is 3232
Sortino Ratio Rank
The Omega Ratio Rank of VSGAX is 3030
Omega Ratio Rank
The Calmar Ratio Rank of VSGAX is 3131
Calmar Ratio Rank
The Martin Ratio Rank of VSGAX is 2828
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

PRFDX vs. VSGAX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Equity Income Fund (PRFDX) and Vanguard Small-Cap Growth Index Fund Admiral Shares (VSGAX). 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.

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Dividends

PRFDX vs. VSGAX - Dividend Comparison

PRFDX's dividend yield for the trailing twelve months is around 2.03%, more than VSGAX's 0.58% yield.

TTM20242023202220212020201920182017201620152014
PRFDX
T. Rowe Price Equity Income Fund		2.03%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
VSGAX
Vanguard Small-Cap Growth Index Fund Admiral Shares		0.58%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

PRFDX vs. VSGAX - Drawdown Comparison

The maximum PRFDX drawdown since its inception was -0.41%, smaller than the maximum VSGAX drawdown of -1.08%. Use the drawdown chart below to compare losses from any high point for PRFDX and VSGAX. For additional features, visit the drawdowns tool.

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Volatility

PRFDX vs. VSGAX - Volatility Comparison

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