PRNHX vs. BSMIX
Compare and contrast key facts about T. Rowe Price New Horizons Fund (PRNHX) and iShares Russell Small/Mid-Cap Index Fund (BSMIX).
PRNHX is managed by T. Rowe Price. It was launched on Jun 3, 1960. BSMIX is managed by BlackRock. It was launched on Aug 13, 2015.
Performance
PRNHX vs. BSMIX - Performance Comparison
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PRNHX vs. BSMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PRNHX T. Rowe Price New Horizons Fund | -5.34% | 3.27% | 8.80% | 21.35% | -36.96% | 9.96% | 58.05% | 56.50% | 3.79% | 31.59% |
BSMIX iShares Russell Small/Mid-Cap Index Fund | -1.37% | 11.92% | 12.04% | 17.15% | -18.39% | 18.00% | 20.28% | 27.62% | -10.22% | 16.75% |
Returns By Period
In the year-to-date period, PRNHX achieves a -5.34% return, which is significantly lower than BSMIX's -1.37% return. Over the past 10 years, PRNHX has outperformed BSMIX with an annualized return of 12.93%, while BSMIX has yielded a comparatively lower 10.11% annualized return.
PRNHX
- 1D
- -1.77%
- 1M
- -10.89%
- YTD
- -5.34%
- 6M
- -3.56%
- 1Y
- 10.01%
- 3Y*
- 6.27%
- 5Y*
- -1.84%
- 10Y*
- 12.93%
BSMIX
- 1D
- -1.26%
- 1M
- -8.33%
- YTD
- -1.37%
- 6M
- 0.85%
- 1Y
- 19.40%
- 3Y*
- 11.90%
- 5Y*
- 4.70%
- 10Y*
- 10.11%
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PRNHX vs. BSMIX - Expense Ratio Comparison
PRNHX has a 0.75% expense ratio, which is higher than BSMIX's 0.12% expense ratio.
Return for Risk
PRNHX vs. BSMIX — Risk / Return Rank
PRNHX
BSMIX
PRNHX vs. BSMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price New Horizons Fund (PRNHX) and iShares Russell Small/Mid-Cap Index Fund (BSMIX). 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.
| PRNHX | BSMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.37 | 0.88 | -0.51 |
Sortino ratioReturn per unit of downside risk | 0.70 | 1.36 | -0.66 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.18 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.46 | 1.19 | -0.73 |
Martin ratioReturn relative to average drawdown | 1.71 | 5.17 | -3.46 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PRNHX | BSMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.37 | 0.88 | -0.51 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.08 | 0.22 | -0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.47 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.47 | 0.00 |
Correlation
The correlation between PRNHX and BSMIX 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.
Dividends
PRNHX vs. BSMIX - Dividend Comparison
PRNHX's dividend yield for the trailing twelve months is around 12.52%, more than BSMIX's 2.94% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRNHX T. Rowe Price New Horizons Fund | 12.52% | 11.85% | 9.82% | 0.00% | 4.72% | 17.09% | 13.67% | 23.46% | 13.94% | 8.27% | 5.77% | 7.72% |
BSMIX iShares Russell Small/Mid-Cap Index Fund | 2.94% | 2.90% | 2.04% | 1.37% | 4.94% | 4.77% | 4.42% | 2.83% | 4.33% | 2.83% | 1.45% | 0.00% |
Drawdowns
PRNHX vs. BSMIX - Drawdown Comparison
The maximum PRNHX drawdown since its inception was -70.96%, which is greater than BSMIX's maximum drawdown of -41.32%. Use the drawdown chart below to compare losses from any high point for PRNHX and BSMIX.
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Drawdown Indicators
| PRNHX | BSMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.96% | -41.32% | -29.64% |
Max Drawdown (1Y)Largest decline over 1 year | -13.70% | -14.24% | +0.54% |
Max Drawdown (5Y)Largest decline over 5 years | -48.37% | -28.33% | -20.04% |
Max Drawdown (10Y)Largest decline over 10 years | -48.37% | -41.32% | -7.05% |
Current DrawdownCurrent decline from peak | -27.08% | -9.39% | -17.69% |
Average DrawdownAverage peak-to-trough decline | -18.39% | -7.52% | -10.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.67% | 3.29% | +0.38% |
Volatility
PRNHX vs. BSMIX - Volatility Comparison
T. Rowe Price New Horizons Fund (PRNHX) has a higher volatility of 7.88% compared to iShares Russell Small/Mid-Cap Index Fund (BSMIX) at 6.35%. This indicates that PRNHX's price experiences larger fluctuations and is considered to be riskier than BSMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PRNHX | BSMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.88% | 6.35% | +1.53% |
Volatility (6M)Calculated over the trailing 6-month period | 14.48% | 12.71% | +1.77% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.87% | 21.93% | +1.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.41% | 21.10% | +3.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.67% | 21.63% | +1.04% |