PRSCX vs. CWGIX
Compare and contrast key facts about T. Rowe Price Science And Technology Fund (PRSCX) and American Funds Capital World Growth and Income Fund Class A (CWGIX).
PRSCX is managed by T. Rowe Price. It was launched on Sep 29, 1987. CWGIX is managed by American Funds. It was launched on Mar 26, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PRSCX or CWGIX.
Performance
PRSCX vs. CWGIX - Performance Comparison
Returns By Period
In the year-to-date period, PRSCX achieves a 34.49% return, which is significantly higher than CWGIX's 13.12% return. Over the past 10 years, PRSCX has underperformed CWGIX with an annualized return of 2.11%, while CWGIX has yielded a comparatively higher 7.94% annualized return.
PRSCX
34.49%
2.58%
13.22%
39.78%
4.86%
2.11%
CWGIX
13.12%
-3.20%
2.54%
20.25%
9.23%
7.94%
Key characteristics
| PRSCX | CWGIX | |
|---|---|---|
| Sharpe Ratio | 1.79 | 1.81 |
| Sortino Ratio | 2.40 | 2.50 |
| Omega Ratio | 1.31 | 1.33 |
| Calmar Ratio | 0.80 | 2.51 |
| Martin Ratio | 8.33 | 11.18 |
| Ulcer Index | 4.80% | 1.88% |
| Daily Std Dev | 22.37% | 11.57% |
| Max Drawdown | -87.38% | -53.59% |
| Current Drawdown | -28.91% | -3.47% |
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PRSCX vs. CWGIX - Expense Ratio Comparison
PRSCX has a 0.84% expense ratio, which is higher than CWGIX's 0.75% expense ratio.
Correlation
The correlation between PRSCX and CWGIX is 0.67, 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.
Risk-Adjusted Performance
PRSCX vs. CWGIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Science And Technology Fund (PRSCX) and American Funds Capital World Growth and Income Fund Class A (CWGIX). 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. CWGIX - Dividend Comparison
PRSCX has not paid dividends to shareholders, while CWGIX's dividend yield for the trailing twelve months is around 1.65%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRSCX 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% |
CWGIX American Funds Capital World Growth and Income Fund Class A | 1.65% | 1.85% | 2.09% | 1.62% | 1.23% | 1.68% | 2.44% | 1.82% | 2.44% | 2.40% | 2.24% | 2.19% |
Drawdowns
PRSCX vs. CWGIX - Drawdown Comparison
The maximum PRSCX drawdown since its inception was -87.38%, which is greater than CWGIX's maximum drawdown of -53.59%. Use the drawdown chart below to compare losses from any high point for PRSCX and CWGIX. For additional features, visit the drawdowns tool.
Volatility
PRSCX vs. CWGIX - Volatility Comparison
T. Rowe Price Science And Technology Fund (PRSCX) has a higher volatility of 6.43% compared to American Funds Capital World Growth and Income Fund Class A (CWGIX) at 3.07%. This indicates that PRSCX's price experiences larger fluctuations and is considered to be riskier than CWGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.