PRUFX vs. MEIFX
Compare and contrast key facts about T. Rowe Price Growth Stock I (PRUFX) and Meridian Enhanced Equity Fund (MEIFX).
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. MEIFX is managed by Meridian. It was launched on Jan 31, 2005.
Performance
PRUFX vs. MEIFX - Performance Comparison
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PRUFX vs. MEIFX - 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% |
MEIFX Meridian Enhanced Equity Fund | -1.60% | 6.51% | 13.19% | 18.96% | -16.43% | 15.15% | 26.18% | 44.95% | -0.51% | 27.94% |
Returns By Period
In the year-to-date period, PRUFX achieves a -14.47% return, which is significantly lower than MEIFX's -1.60% return. Both investments have delivered pretty close results over the past 10 years, with PRUFX having a 13.86% annualized return and MEIFX not far behind at 13.78%.
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%
MEIFX
- 1D
- 0.08%
- 1M
- -3.16%
- YTD
- -1.60%
- 6M
- -1.55%
- 1Y
- 4.96%
- 3Y*
- 9.70%
- 5Y*
- 5.75%
- 10Y*
- 13.78%
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PRUFX vs. MEIFX - Expense Ratio Comparison
PRUFX has a 0.52% expense ratio, which is lower than MEIFX's 1.20% expense ratio.
Return for Risk
PRUFX vs. MEIFX — Risk / Return Rank
PRUFX
MEIFX
PRUFX vs. MEIFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Growth Stock I (PRUFX) and Meridian Enhanced Equity Fund (MEIFX). 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 | MEIFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.43 | 0.30 | +0.14 |
Sortino ratioReturn per unit of downside risk | 0.78 | 0.55 | +0.22 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.07 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.35 | 0.49 | -0.14 |
Martin ratioReturn relative to average drawdown | 1.21 | 2.30 | -1.09 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PRUFX | MEIFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.43 | 0.30 | +0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.30 | 0.37 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.77 | -0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.51 | +0.09 |
Correlation
The correlation between PRUFX and MEIFX is 0.71, 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. MEIFX - Dividend Comparison
PRUFX's dividend yield for the trailing twelve months is around 15.78%, more than MEIFX's 7.36% 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% |
MEIFX Meridian Enhanced Equity Fund | 7.36% | 7.25% | 14.61% | 0.61% | 9.28% | 25.44% | 13.26% | 40.49% | 11.67% | 1.18% | 0.78% | 4.24% |
Drawdowns
PRUFX vs. MEIFX - Drawdown Comparison
The maximum PRUFX drawdown since its inception was -46.35%, smaller than the maximum MEIFX drawdown of -54.37%. Use the drawdown chart below to compare losses from any high point for PRUFX and MEIFX.
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Drawdown Indicators
| PRUFX | MEIFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.35% | -54.37% | +8.02% |
Max Drawdown (1Y)Largest decline over 1 year | -17.97% | -8.99% | -8.98% |
Max Drawdown (5Y)Largest decline over 5 years | -46.35% | -23.54% | -22.81% |
Max Drawdown (10Y)Largest decline over 10 years | -46.35% | -28.67% | -17.68% |
Current DrawdownCurrent decline from peak | -17.97% | -7.42% | -10.55% |
Average DrawdownAverage peak-to-trough decline | -9.65% | -7.76% | -1.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.24% | 2.05% | +3.19% |
Volatility
PRUFX vs. MEIFX - Volatility Comparison
T. Rowe Price Growth Stock I (PRUFX) has a higher volatility of 5.45% compared to Meridian Enhanced Equity Fund (MEIFX) at 3.54%. This indicates that PRUFX's price experiences larger fluctuations and is considered to be riskier than MEIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PRUFX | MEIFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.45% | 3.54% | +1.91% |
Volatility (6M)Calculated over the trailing 6-month period | 12.07% | 7.12% | +4.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.66% | 14.91% | +6.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.05% | 15.93% | +7.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.02% | 17.95% | +4.07% |