PRSCX vs. BREIX
Compare and contrast key facts about T. Rowe Price Science And Technology Fund (PRSCX) and Baron Real Estate Fund (BREIX).
PRSCX is managed by T. Rowe Price. It was launched on Sep 29, 1987. BREIX is managed by Baron Capital Group, Inc.. It was launched on Dec 31, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PRSCX or BREIX.
Performance
PRSCX vs. BREIX - Performance Comparison
Returns By Period
In the year-to-date period, PRSCX achieves a 34.49% return, which is significantly higher than BREIX's 15.72% return. Over the past 10 years, PRSCX has underperformed BREIX with an annualized return of 2.11%, while BREIX has yielded a comparatively higher 5.20% annualized return.
PRSCX
34.49%
2.58%
13.22%
39.78%
4.86%
2.11%
BREIX
15.72%
-2.64%
13.15%
30.41%
7.45%
5.20%
Key characteristics
PRSCX | BREIX | |
---|---|---|
Sharpe Ratio | 1.79 | 1.68 |
Sortino Ratio | 2.40 | 2.35 |
Omega Ratio | 1.31 | 1.29 |
Calmar Ratio | 0.80 | 1.16 |
Martin Ratio | 8.33 | 6.46 |
Ulcer Index | 4.80% | 4.71% |
Daily Std Dev | 22.37% | 18.10% |
Max Drawdown | -87.38% | -42.73% |
Current Drawdown | -28.91% | -3.48% |
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PRSCX vs. BREIX - Expense Ratio Comparison
PRSCX has a 0.84% expense ratio, which is lower than BREIX's 1.05% expense ratio.
Correlation
The correlation between PRSCX and BREIX 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.
Risk-Adjusted Performance
PRSCX vs. BREIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Science And Technology Fund (PRSCX) and Baron Real Estate Fund (BREIX). 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
PRSCX vs. BREIX - Dividend Comparison
PRSCX has not paid dividends to shareholders, while BREIX's dividend yield for the trailing twelve months is around 0.38%.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
T. Rowe Price Science And Technology Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.54% | 0.81% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Baron Real Estate Fund | 0.38% | 0.43% | 0.08% | 0.00% | 0.05% | 0.42% | 0.34% | 0.00% | 0.28% | 0.04% | 0.33% | 0.15% |
Drawdowns
PRSCX vs. BREIX - Drawdown Comparison
The maximum PRSCX drawdown since its inception was -87.38%, which is greater than BREIX's maximum drawdown of -42.73%. Use the drawdown chart below to compare losses from any high point for PRSCX and BREIX. For additional features, visit the drawdowns tool.
Volatility
PRSCX vs. BREIX - Volatility Comparison
T. Rowe Price Science And Technology Fund (PRSCX) has a higher volatility of 6.43% compared to Baron Real Estate Fund (BREIX) at 5.42%. This indicates that PRSCX's price experiences larger fluctuations and is considered to be riskier than BREIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.