PRGFX vs. RSP
Compare and contrast key facts about T. Rowe Price Growth Stock Fund (PRGFX) and Invesco S&P 500® Equal Weight ETF (RSP).
PRGFX is managed by T. Rowe Price. It was launched on Apr 11, 1950. RSP is a passively managed fund by Invesco that tracks the performance of the S&P Equal Weight Index. It was launched on Apr 30, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PRGFX or RSP.
Correlation
The correlation between PRGFX and RSP is 0.84, 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. RSP - Performance Comparison
Key characteristics
PRGFX:
2.03
RSP:
1.26
PRGFX:
2.65
RSP:
1.78
PRGFX:
1.37
RSP:
1.23
PRGFX:
1.02
RSP:
2.02
PRGFX:
10.18
RSP:
6.56
PRGFX:
3.38%
RSP:
2.20%
PRGFX:
16.95%
RSP:
11.45%
PRGFX:
-57.19%
RSP:
-59.92%
PRGFX:
-8.57%
RSP:
-5.71%
Returns By Period
In the year-to-date period, PRGFX achieves a 34.16% return, which is significantly higher than RSP's 13.47% return. Over the past 10 years, PRGFX has underperformed RSP with an annualized return of 8.37%, while RSP has yielded a comparatively higher 9.95% annualized return.
PRGFX
34.16%
4.58%
11.27%
34.37%
9.50%
8.37%
RSP
13.47%
-4.65%
7.17%
14.04%
10.75%
9.95%
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PRGFX vs. RSP - Expense Ratio Comparison
PRGFX has a 0.63% expense ratio, which is higher than RSP's 0.20% expense ratio.
Risk-Adjusted Performance
PRGFX vs. RSP - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Growth Stock Fund (PRGFX) and Invesco S&P 500® Equal Weight ETF (RSP). 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. RSP - Dividend Comparison
PRGFX's dividend yield for the trailing twelve months is around 6.40%, more than RSP's 1.51% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRGFX T. Rowe Price Growth Stock Fund | 6.40% | 0.00% | 0.00% | 0.00% | 0.00% | 0.19% | 0.19% | 0.26% | 0.08% | 0.00% | 0.00% | 0.04% |
RSP Invesco S&P 500® Equal Weight ETF | 1.51% | 1.63% | 1.82% | 1.28% | 1.64% | 1.69% | 2.02% | 1.52% | 1.20% | 1.70% | 1.46% | 1.27% |
Drawdowns
PRGFX vs. RSP - Drawdown Comparison
The maximum PRGFX drawdown since its inception was -57.19%, roughly equal to the maximum RSP drawdown of -59.92%. Use the drawdown chart below to compare losses from any high point for PRGFX and RSP. For additional features, visit the drawdowns tool.
Volatility
PRGFX vs. RSP - Volatility Comparison
T. Rowe Price Growth Stock Fund (PRGFX) has a higher volatility of 4.90% compared to Invesco S&P 500® Equal Weight ETF (RSP) at 3.69%. This indicates that PRGFX's price experiences larger fluctuations and is considered to be riskier than RSP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.