PRNHX vs. AVUV
Compare and contrast key facts about T. Rowe Price New Horizons Fund (PRNHX) and Avantis U.S. Small Cap Value ETF (AVUV).
PRNHX is managed by T. Rowe Price. It was launched on Jun 3, 1960. AVUV is an actively managed fund by American Century Investments. It was launched on Sep 24, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PRNHX or AVUV.
Correlation
The correlation between PRNHX and AVUV 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
PRNHX vs. AVUV - Performance Comparison
Key characteristics
PRNHX:
-0.32
AVUV:
-0.28
PRNHX:
-0.31
AVUV:
-0.23
PRNHX:
0.96
AVUV:
0.97
PRNHX:
-0.17
AVUV:
-0.24
PRNHX:
-0.85
AVUV:
-0.73
PRNHX:
8.97%
AVUV:
9.55%
PRNHX:
23.55%
AVUV:
25.16%
PRNHX:
-55.79%
AVUV:
-49.42%
PRNHX:
-37.27%
AVUV:
-21.64%
Returns By Period
In the year-to-date period, PRNHX achieves a -11.88% return, which is significantly higher than AVUV's -13.99% return.
PRNHX
-11.88%
-4.49%
-11.51%
-6.56%
4.24%
9.18%
AVUV
-13.99%
-7.35%
-12.16%
-6.42%
21.84%
N/A
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PRNHX vs. AVUV - Expense Ratio Comparison
PRNHX has a 0.75% expense ratio, which is higher than AVUV's 0.25% expense ratio.
Risk-Adjusted Performance
PRNHX vs. AVUV — Risk-Adjusted Performance Rank
PRNHX
AVUV
PRNHX vs. AVUV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price New Horizons Fund (PRNHX) and Avantis U.S. Small Cap Value ETF (AVUV). 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
PRNHX vs. AVUV - Dividend Comparison
PRNHX's dividend yield for the trailing twelve months is around 5.57%, more than AVUV's 1.92% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRNHX T. Rowe Price New Horizons Fund | 5.57% | 4.91% | 0.00% | 4.72% | 17.09% | 13.58% | 11.73% | 13.94% | 8.27% | 5.77% | 7.72% | 11.65% |
AVUV Avantis U.S. Small Cap Value ETF | 1.92% | 1.61% | 1.65% | 1.74% | 1.28% | 1.21% | 0.38% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
PRNHX vs. AVUV - Drawdown Comparison
The maximum PRNHX drawdown since its inception was -55.79%, which is greater than AVUV's maximum drawdown of -49.42%. Use the drawdown chart below to compare losses from any high point for PRNHX and AVUV. For additional features, visit the drawdowns tool.
Volatility
PRNHX vs. AVUV - Volatility Comparison
T. Rowe Price New Horizons Fund (PRNHX) and Avantis U.S. Small Cap Value ETF (AVUV) have volatilities of 15.81% and 15.36%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.