PRSVX vs. SWSSX
Compare and contrast key facts about T. Rowe Price Small-Cap Value Fund (PRSVX) and Schwab Small-Cap Index Fund-Select Shares (SWSSX).
PRSVX is managed by T. Rowe Price. It was launched on Jun 30, 1988. SWSSX is a passively managed fund by Charles Schwab that tracks the performance of the Russell 2000 Index. It was launched on May 19, 1997.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PRSVX or SWSSX.
Correlation
The correlation between PRSVX and SWSSX is 0.95, 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
PRSVX vs. SWSSX - Performance Comparison
Key characteristics
PRSVX:
0.00
SWSSX:
0.38
PRSVX:
0.13
SWSSX:
0.69
PRSVX:
1.02
SWSSX:
1.08
PRSVX:
0.00
SWSSX:
0.42
PRSVX:
0.00
SWSSX:
1.99
PRSVX:
4.34%
SWSSX:
4.03%
PRSVX:
19.94%
SWSSX:
20.86%
PRSVX:
-55.37%
SWSSX:
-61.52%
PRSVX:
-16.17%
SWSSX:
-10.09%
Returns By Period
In the year-to-date period, PRSVX achieves a 1.31% return, which is significantly lower than SWSSX's 9.69% return. Over the past 10 years, PRSVX has underperformed SWSSX with an annualized return of 7.37%, while SWSSX has yielded a comparatively higher 7.74% annualized return.
PRSVX
1.31%
-15.78%
1.80%
1.31%
5.54%
7.37%
SWSSX
9.69%
-9.84%
8.72%
9.69%
7.11%
7.74%
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PRSVX vs. SWSSX - Expense Ratio Comparison
PRSVX has a 0.78% expense ratio, which is higher than SWSSX's 0.04% expense ratio.
Risk-Adjusted Performance
PRSVX vs. SWSSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Small-Cap Value Fund (PRSVX) and Schwab Small-Cap Index Fund-Select Shares (SWSSX). 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
PRSVX vs. SWSSX - Dividend Comparison
Neither PRSVX nor SWSSX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
PRSVX T. Rowe Price Small-Cap Value Fund | 0.00% | 0.63% | 0.38% | 0.34% | 0.36% | 0.61% | 0.43% | 0.43% | 0.89% | 0.94% | 0.73% |
SWSSX Schwab Small-Cap Index Fund-Select Shares | 0.00% | 1.49% | 1.32% | 1.17% | 1.12% | 1.43% | 1.61% | 1.26% | 1.39% | 1.50% | 1.28% |
Drawdowns
PRSVX vs. SWSSX - Drawdown Comparison
The maximum PRSVX drawdown since its inception was -55.37%, smaller than the maximum SWSSX drawdown of -61.52%. Use the drawdown chart below to compare losses from any high point for PRSVX and SWSSX. For additional features, visit the drawdowns tool.
Volatility
PRSVX vs. SWSSX - Volatility Comparison
T. Rowe Price Small-Cap Value Fund (PRSVX) has a higher volatility of 10.59% compared to Schwab Small-Cap Index Fund-Select Shares (SWSSX) at 5.92%. This indicates that PRSVX's price experiences larger fluctuations and is considered to be riskier than SWSSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.