PRSGX vs. PRDGX
Compare and contrast key facts about T. Rowe Price Spectrum Diversified Equity Fund (PRSGX) and T. Rowe Price Dividend Growth Fund, Inc. (PRDGX).
PRSGX is managed by T. Rowe Price. It was launched on Jun 29, 1990. PRDGX is managed by T. Rowe Price. It was launched on Dec 30, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PRSGX or PRDGX.
Correlation
The correlation between PRSGX and PRDGX is 0.92, 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
PRSGX vs. PRDGX - Performance Comparison
Key characteristics
PRSGX:
1.03
PRDGX:
1.24
PRSGX:
1.37
PRDGX:
1.68
PRSGX:
1.20
PRDGX:
1.23
PRSGX:
0.71
PRDGX:
1.42
PRSGX:
3.71
PRDGX:
4.26
PRSGX:
3.42%
PRDGX:
3.09%
PRSGX:
12.40%
PRDGX:
10.62%
PRSGX:
-62.07%
PRDGX:
-52.60%
PRSGX:
-7.61%
PRDGX:
-3.34%
Returns By Period
In the year-to-date period, PRSGX achieves a 4.86% return, which is significantly lower than PRDGX's 5.84% return. Over the past 10 years, PRSGX has underperformed PRDGX with an annualized return of 1.82%, while PRDGX has yielded a comparatively higher 9.56% annualized return.
PRSGX
4.86%
2.49%
1.68%
11.88%
2.91%
1.82%
PRDGX
5.84%
3.22%
1.73%
12.13%
9.19%
9.56%
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PRSGX vs. PRDGX - Expense Ratio Comparison
PRSGX has a 0.73% expense ratio, which is higher than PRDGX's 0.62% expense ratio.
Risk-Adjusted Performance
PRSGX vs. PRDGX — Risk-Adjusted Performance Rank
PRSGX
PRDGX
PRSGX vs. PRDGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Spectrum Diversified Equity Fund (PRSGX) and T. Rowe Price Dividend Growth Fund, Inc. (PRDGX). 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
PRSGX vs. PRDGX - Dividend Comparison
PRSGX's dividend yield for the trailing twelve months is around 0.93%, less than PRDGX's 0.96% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRSGX T. Rowe Price Spectrum Diversified Equity Fund | 0.93% | 0.97% | 0.91% | 0.68% | 0.61% | 0.82% | 1.29% | 1.35% | 1.07% | 1.19% | 1.24% | 9.26% |
PRDGX T. Rowe Price Dividend Growth Fund, Inc. | 0.96% | 1.02% | 1.16% | 1.14% | 0.78% | 1.03% | 1.24% | 1.76% | 1.22% | 1.53% | 1.78% | 1.30% |
Drawdowns
PRSGX vs. PRDGX - Drawdown Comparison
The maximum PRSGX drawdown since its inception was -62.07%, which is greater than PRDGX's maximum drawdown of -52.60%. Use the drawdown chart below to compare losses from any high point for PRSGX and PRDGX. For additional features, visit the drawdowns tool.
Volatility
PRSGX vs. PRDGX - Volatility Comparison
T. Rowe Price Spectrum Diversified Equity Fund (PRSGX) has a higher volatility of 2.65% compared to T. Rowe Price Dividend Growth Fund, Inc. (PRDGX) at 2.21%. This indicates that PRSGX's price experiences larger fluctuations and is considered to be riskier than PRDGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.