PRGFX vs. SSSFX
Compare and contrast key facts about T. Rowe Price Growth Stock Fund (PRGFX) and SouthernSun Small Cap (SSSFX).
PRGFX is managed by T. Rowe Price. It was launched on Apr 11, 1950. SSSFX is managed by AMG. It was launched on Oct 1, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PRGFX or SSSFX.
Key characteristics
| PRGFX | SSSFX | |
|---|---|---|
| YTD Return | 29.96% | 13.16% |
| 1Y Return | 33.16% | 16.95% |
| 3Y Return (Ann) | -3.08% | -3.96% |
| 5Y Return (Ann) | 9.74% | 4.18% |
| 10Y Return (Ann) | 7.04% | 0.77% |
| Sharpe Ratio | 2.00 | 0.69 |
| Sortino Ratio | 2.64 | 1.01 |
| Omega Ratio | 1.37 | 1.15 |
| Calmar Ratio | 0.98 | 0.59 |
| Martin Ratio | 9.78 | 1.83 |
| Ulcer Index | 3.39% | 8.83% |
| Daily Std Dev | 16.60% | 23.59% |
| Max Drawdown | -57.19% | -66.47% |
| Current Drawdown | -11.44% | -13.03% |
Correlation
The correlation between PRGFX and SSSFX is 0.73, 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. SSSFX - Performance Comparison
In the year-to-date period, PRGFX achieves a 29.96% return, which is significantly higher than SSSFX's 13.16% return. Over the past 10 years, PRGFX has outperformed SSSFX with an annualized return of 7.04%, while SSSFX has yielded a comparatively lower 0.77% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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PRGFX vs. SSSFX - Expense Ratio Comparison
PRGFX has a 0.63% expense ratio, which is lower than SSSFX's 1.30% expense ratio.
Risk-Adjusted Performance
PRGFX vs. SSSFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Growth Stock Fund (PRGFX) and SouthernSun Small Cap (SSSFX). 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. SSSFX - Dividend Comparison
Neither PRGFX nor SSSFX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRGFX T. Rowe Price Growth Stock Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.19% | 0.19% | 0.26% | 0.08% | 0.00% | 0.00% | 0.04% |
SSSFX SouthernSun Small Cap | 0.00% | 0.00% | 0.00% | 0.04% | 0.00% | 0.05% | 0.00% | 0.00% | 0.00% | 0.13% | 0.00% | 0.05% |
Drawdowns
PRGFX vs. SSSFX - Drawdown Comparison
The maximum PRGFX drawdown since its inception was -57.19%, smaller than the maximum SSSFX drawdown of -66.47%. Use the drawdown chart below to compare losses from any high point for PRGFX and SSSFX. For additional features, visit the drawdowns tool.
Volatility
PRGFX vs. SSSFX - Volatility Comparison
The current volatility for T. Rowe Price Growth Stock Fund (PRGFX) is 4.87%, while SouthernSun Small Cap (SSSFX) has a volatility of 6.92%. This indicates that PRGFX experiences smaller price fluctuations and is considered to be less risky than SSSFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.