PRUFX vs. BLUEX
Compare and contrast key facts about T. Rowe Price Growth Stock I (PRUFX) and AMG Veritas Global Real Return Fund (BLUEX).
PRUFX is a passively managed fund by T. Rowe Price that tracks the performance of the S&P 500. It was launched on Apr 11, 1950. BLUEX is managed by AMG. It was launched on Jan 10, 1991.
Performance
PRUFX vs. BLUEX - Performance Comparison
Loading graphics...
PRUFX vs. BLUEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PRUFX T. Rowe Price Growth Stock I | -14.47% | 15.79% | 38.50% | 45.49% | -40.03% | 20.01% | 37.08% | 31.83% | -0.90% | 33.79% |
BLUEX AMG Veritas Global Real Return Fund | -9.67% | 4.45% | 7.24% | 14.35% | -14.30% | 3.22% | 34.74% | 35.34% | -4.91% | 27.86% |
Returns By Period
In the year-to-date period, PRUFX achieves a -14.47% return, which is significantly lower than BLUEX's -9.67% return. Over the past 10 years, PRUFX has outperformed BLUEX with an annualized return of 13.86%, while BLUEX has yielded a comparatively lower 9.23% annualized return.
PRUFX
- 1D
- -0.46%
- 1M
- -8.94%
- YTD
- -14.47%
- 6M
- -13.68%
- 1Y
- 9.42%
- 3Y*
- 19.76%
- 5Y*
- 6.96%
- 10Y*
- 13.86%
BLUEX
- 1D
- 0.72%
- 1M
- -7.41%
- YTD
- -9.67%
- 6M
- -9.53%
- 1Y
- -8.25%
- 3Y*
- 2.35%
- 5Y*
- 0.57%
- 10Y*
- 9.23%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PRUFX vs. BLUEX - Expense Ratio Comparison
PRUFX has a 0.52% expense ratio, which is lower than BLUEX's 1.15% expense ratio.
Return for Risk
PRUFX vs. BLUEX — Risk / Return Rank
PRUFX
BLUEX
PRUFX vs. BLUEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Growth Stock I (PRUFX) and AMG Veritas Global Real Return Fund (BLUEX). 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.
| PRUFX | BLUEX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.43 | -0.79 | +1.22 |
Sortino ratioReturn per unit of downside risk | 0.78 | -1.07 | +1.85 |
Omega ratioGain probability vs. loss probability | 1.11 | 0.87 | +0.23 |
Calmar ratioReturn relative to maximum drawdown | 0.35 | -0.76 | +1.11 |
Martin ratioReturn relative to average drawdown | 1.21 | -2.67 | +3.88 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| PRUFX | BLUEX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.43 | -0.79 | +1.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.30 | 0.05 | +0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.56 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.49 | +0.11 |
Correlation
The correlation between PRUFX and BLUEX is 0.76, 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.
Dividends
PRUFX vs. BLUEX - Dividend Comparison
PRUFX's dividend yield for the trailing twelve months is around 15.78%, more than BLUEX's 0.34% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRUFX T. Rowe Price Growth Stock I | 15.78% | 13.50% | 13.20% | 3.33% | 3.54% | 9.50% | 3.64% | 2.52% | 9.26% | 13.72% | 2.38% | 0.00% |
BLUEX AMG Veritas Global Real Return Fund | 0.34% | 0.31% | 0.29% | 0.03% | 11.84% | 27.20% | 25.43% | 13.71% | 13.40% | 0.00% | 0.00% | 0.24% |
Drawdowns
PRUFX vs. BLUEX - Drawdown Comparison
The maximum PRUFX drawdown since its inception was -46.35%, smaller than the maximum BLUEX drawdown of -54.27%. Use the drawdown chart below to compare losses from any high point for PRUFX and BLUEX.
Loading graphics...
Drawdown Indicators
| PRUFX | BLUEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.35% | -54.27% | +7.92% |
Max Drawdown (1Y)Largest decline over 1 year | -17.97% | -12.19% | -5.78% |
Max Drawdown (5Y)Largest decline over 5 years | -46.35% | -21.87% | -24.48% |
Max Drawdown (10Y)Largest decline over 10 years | -46.35% | -29.06% | -17.29% |
Current DrawdownCurrent decline from peak | -17.97% | -11.55% | -6.42% |
Average DrawdownAverage peak-to-trough decline | -9.65% | -13.39% | +3.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.24% | 3.48% | +1.76% |
Volatility
PRUFX vs. BLUEX - Volatility Comparison
T. Rowe Price Growth Stock I (PRUFX) has a higher volatility of 5.45% compared to AMG Veritas Global Real Return Fund (BLUEX) at 3.41%. This indicates that PRUFX's price experiences larger fluctuations and is considered to be riskier than BLUEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| PRUFX | BLUEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.45% | 3.41% | +2.04% |
Volatility (6M)Calculated over the trailing 6-month period | 12.07% | 7.23% | +4.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.66% | 10.98% | +10.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.05% | 10.49% | +12.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.02% | 16.57% | +5.45% |