PRIDX vs. VBR
Compare and contrast key facts about T. Rowe Price International Discovery Fund (PRIDX) and Vanguard Small-Cap Value ETF (VBR).
PRIDX is managed by T. Rowe Price. It was launched on Dec 29, 1988. VBR is a passively managed fund by Vanguard that tracks the performance of the MSCI US Small Cap Value Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PRIDX or VBR.
Correlation
The correlation between PRIDX and VBR is 0.65, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
PRIDX vs. VBR - Performance Comparison
Key characteristics
PRIDX:
0.09
VBR:
0.81
PRIDX:
0.21
VBR:
1.22
PRIDX:
1.03
VBR:
1.15
PRIDX:
0.03
VBR:
1.45
PRIDX:
0.33
VBR:
4.08
PRIDX:
3.78%
VBR:
3.23%
PRIDX:
13.43%
VBR:
16.40%
PRIDX:
-71.20%
VBR:
-62.01%
PRIDX:
-39.91%
VBR:
-8.04%
Returns By Period
In the year-to-date period, PRIDX achieves a -0.17% return, which is significantly lower than VBR's 12.72% return. Over the past 10 years, PRIDX has underperformed VBR with an annualized return of 2.41%, while VBR has yielded a comparatively higher 8.64% annualized return.
PRIDX
-0.17%
-3.96%
-3.93%
1.26%
-1.27%
2.41%
VBR
12.72%
-6.63%
9.33%
12.49%
10.00%
8.64%
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PRIDX vs. VBR - Expense Ratio Comparison
PRIDX has a 1.23% expense ratio, which is higher than VBR's 0.07% expense ratio.
Risk-Adjusted Performance
PRIDX vs. VBR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price International Discovery Fund (PRIDX) and Vanguard Small-Cap Value ETF (VBR). 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
PRIDX vs. VBR - Dividend Comparison
PRIDX has not paid dividends to shareholders, while VBR's dividend yield for the trailing twelve months is around 1.97%.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
T. Rowe Price International Discovery Fund | 0.00% | 1.25% | 0.00% | 0.00% | 0.08% | 0.83% | 0.58% | 0.35% | 0.58% | 0.69% | 0.87% | 1.11% |
Vanguard Small-Cap Value ETF | 1.97% | 2.12% | 2.03% | 1.75% | 1.68% | 2.06% | 2.35% | 1.79% | 1.77% | 1.99% | 1.77% | 1.87% |
Drawdowns
PRIDX vs. VBR - Drawdown Comparison
The maximum PRIDX drawdown since its inception was -71.20%, which is greater than VBR's maximum drawdown of -62.01%. Use the drawdown chart below to compare losses from any high point for PRIDX and VBR. For additional features, visit the drawdowns tool.
Volatility
PRIDX vs. VBR - Volatility Comparison
T. Rowe Price International Discovery Fund (PRIDX) has a higher volatility of 5.46% compared to Vanguard Small-Cap Value ETF (VBR) at 4.63%. This indicates that PRIDX's price experiences larger fluctuations and is considered to be riskier than VBR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.