Correlation
The correlation between PRFSX and VWITX is 0.01, 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.
PRFSX vs. VWITX
Compare and contrast key facts about T. Rowe Price Tax Free Short-Intermediate Fund (PRFSX) and Vanguard Intermediate-Term Tax-Exempt Fund Investor Shares (VWITX).
PRFSX is managed by T. Rowe Price. It was launched on Dec 22, 1983. VWITX is managed by Vanguard. It was launched on Sep 1, 1977.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PRFSX or VWITX.
Performance
PRFSX vs. VWITX - Performance Comparison
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Key characteristics
PRFSX:
1.49
VWITX:
0.66
PRFSX:
1.96
VWITX:
0.77
PRFSX:
1.39
VWITX:
1.13
PRFSX:
1.69
VWITX:
0.57
PRFSX:
5.82
VWITX:
1.91
PRFSX:
0.63%
VWITX:
1.28%
PRFSX:
2.63%
VWITX:
4.31%
PRFSX:
-6.29%
VWITX:
-11.46%
PRFSX:
-0.49%
VWITX:
-1.96%
Returns By Period
In the year-to-date period, PRFSX achieves a 0.95% return, which is significantly higher than VWITX's -0.50% return. Over the past 10 years, PRFSX has underperformed VWITX with an annualized return of 1.68%, while VWITX has yielded a comparatively higher 2.14% annualized return.
PRFSX
0.95%
0.79%
0.64%
3.89%
2.39%
1.31%
1.68%
VWITX
-0.50%
0.50%
-1.01%
2.83%
2.25%
0.90%
2.14%
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PRFSX vs. VWITX - Expense Ratio Comparison
PRFSX has a 0.50% expense ratio, which is higher than VWITX's 0.17% expense ratio.
Risk-Adjusted Performance
PRFSX vs. VWITX — Risk-Adjusted Performance Rank
PRFSX
VWITX
PRFSX vs. VWITX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Tax Free Short-Intermediate Fund (PRFSX) and Vanguard Intermediate-Term Tax-Exempt Fund Investor Shares (VWITX). 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
PRFSX vs. VWITX - Dividend Comparison
PRFSX's dividend yield for the trailing twelve months is around 2.71%, less than VWITX's 3.14% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRFSX T. Rowe Price Tax Free Short-Intermediate Fund | 2.71% | 2.53% | 2.19% | 1.92% | 1.63% | 2.11% | 2.30% | 1.95% | 1.75% | 1.37% | 1.45% | 1.56% |
VWITX Vanguard Intermediate-Term Tax-Exempt Fund Investor Shares | 3.14% | 3.01% | 2.71% | 2.43% | 2.20% | 2.32% | 2.61% | 2.81% | 2.73% | 2.81% | 2.89% | 3.05% |
Drawdowns
PRFSX vs. VWITX - Drawdown Comparison
The maximum PRFSX drawdown since its inception was -6.29%, smaller than the maximum VWITX drawdown of -11.46%. Use the drawdown chart below to compare losses from any high point for PRFSX and VWITX.
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Volatility
PRFSX vs. VWITX - Volatility Comparison
The current volatility for T. Rowe Price Tax Free Short-Intermediate Fund (PRFSX) is 0.55%, while Vanguard Intermediate-Term Tax-Exempt Fund Investor Shares (VWITX) has a volatility of 0.76%. This indicates that PRFSX experiences smaller price fluctuations and is considered to be less risky than VWITX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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