PRSGX vs. PREIX
Compare and contrast key facts about T. Rowe Price Spectrum Diversified Equity Fund (PRSGX) and T. Rowe Price Equity Index 500 Fund (PREIX).
PRSGX is managed by T. Rowe Price. It was launched on Jun 29, 1990. PREIX is managed by T. Rowe Price. It was launched on Mar 30, 1990.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PRSGX or PREIX.
Correlation
The correlation between PRSGX and PREIX is 0.93, 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. PREIX - Performance Comparison
Key characteristics
PRSGX:
1.03
PREIX:
1.88
PRSGX:
1.37
PREIX:
2.53
PRSGX:
1.20
PREIX:
1.34
PRSGX:
0.71
PREIX:
2.84
PRSGX:
3.71
PREIX:
11.69
PRSGX:
3.42%
PREIX:
2.05%
PRSGX:
12.40%
PREIX:
12.80%
PRSGX:
-62.07%
PREIX:
-55.32%
PRSGX:
-7.61%
PREIX:
0.00%
Returns By Period
In the year-to-date period, PRSGX achieves a 4.86% return, which is significantly higher than PREIX's 4.36% return. Over the past 10 years, PRSGX has underperformed PREIX with an annualized return of 1.82%, while PREIX has yielded a comparatively higher 12.85% annualized return.
PRSGX
4.86%
2.49%
1.68%
11.88%
2.91%
1.82%
PREIX
4.36%
2.30%
10.08%
23.82%
14.11%
12.85%
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PRSGX vs. PREIX - Expense Ratio Comparison
PRSGX has a 0.73% expense ratio, which is higher than PREIX's 0.15% expense ratio.
Risk-Adjusted Performance
PRSGX vs. PREIX — Risk-Adjusted Performance Rank
PRSGX
PREIX
PRSGX vs. PREIX - 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 Equity Index 500 Fund (PREIX). 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. PREIX - Dividend Comparison
PRSGX's dividend yield for the trailing twelve months is around 0.93%, less than PREIX's 1.08% 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% |
PREIX T. Rowe Price Equity Index 500 Fund | 1.08% | 1.13% | 1.33% | 1.50% | 1.15% | 1.56% | 1.78% | 1.95% | 1.65% | 1.83% | 2.02% | 1.69% |
Drawdowns
PRSGX vs. PREIX - Drawdown Comparison
The maximum PRSGX drawdown since its inception was -62.07%, which is greater than PREIX's maximum drawdown of -55.32%. Use the drawdown chart below to compare losses from any high point for PRSGX and PREIX. For additional features, visit the drawdowns tool.
Volatility
PRSGX vs. PREIX - Volatility Comparison
The current volatility for T. Rowe Price Spectrum Diversified Equity Fund (PRSGX) is 2.65%, while T. Rowe Price Equity Index 500 Fund (PREIX) has a volatility of 3.19%. This indicates that PRSGX experiences smaller price fluctuations and is considered to be less risky than PREIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.