PRGFX vs. FXAIX
Compare and contrast key facts about T. Rowe Price Growth Stock Fund (PRGFX) and Fidelity 500 Index Fund (FXAIX).
PRGFX is managed by T. Rowe Price. It was launched on Apr 11, 1950. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PRGFX or FXAIX.
Correlation
The correlation between PRGFX and FXAIX is 0.91, 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
PRGFX vs. FXAIX - Performance Comparison
Key characteristics
PRGFX:
1.94
FXAIX:
2.17
PRGFX:
2.55
FXAIX:
2.89
PRGFX:
1.35
FXAIX:
1.41
PRGFX:
0.97
FXAIX:
3.21
PRGFX:
9.72
FXAIX:
14.15
PRGFX:
3.38%
FXAIX:
1.92%
PRGFX:
16.95%
FXAIX:
12.50%
PRGFX:
-57.19%
FXAIX:
-33.79%
PRGFX:
-9.59%
FXAIX:
-2.20%
Returns By Period
In the year-to-date period, PRGFX achieves a 32.66% return, which is significantly higher than FXAIX's 26.49% return. Over the past 10 years, PRGFX has underperformed FXAIX with an annualized return of 8.25%, while FXAIX has yielded a comparatively higher 12.91% annualized return.
PRGFX
32.66%
3.41%
11.66%
32.87%
9.44%
8.25%
FXAIX
26.49%
-0.16%
9.99%
26.93%
14.89%
12.91%
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PRGFX vs. FXAIX - Expense Ratio Comparison
PRGFX has a 0.63% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
PRGFX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Growth Stock Fund (PRGFX) and Fidelity 500 Index Fund (FXAIX). 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.
Dividends
PRGFX vs. FXAIX - Dividend Comparison
PRGFX's dividend yield for the trailing twelve months is around 6.48%, more than FXAIX's 0.88% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRGFX T. Rowe Price Growth Stock Fund | 6.48% | 0.00% | 0.00% | 0.00% | 0.00% | 0.19% | 0.19% | 0.26% | 0.08% | 0.00% | 0.00% | 0.04% |
FXAIX Fidelity 500 Index Fund | 0.88% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% | 1.84% |
Drawdowns
PRGFX vs. FXAIX - Drawdown Comparison
The maximum PRGFX drawdown since its inception was -57.19%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for PRGFX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
PRGFX vs. FXAIX - Volatility Comparison
T. Rowe Price Growth Stock Fund (PRGFX) has a higher volatility of 4.80% compared to Fidelity 500 Index Fund (FXAIX) at 3.74%. This indicates that PRGFX's price experiences larger fluctuations and is considered to be riskier than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.