PRUFX vs. PRDGX
Compare and contrast key facts about T. Rowe Price Growth Stock I (PRUFX) and T. Rowe Price Dividend Growth Fund, Inc. (PRDGX).
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. PRDGX is managed by T. Rowe Price. It was launched on Dec 30, 1992.
Performance
PRUFX vs. PRDGX - Performance Comparison
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PRUFX vs. PRDGX - 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% |
PRDGX T. Rowe Price Dividend Growth Fund, Inc. | -2.47% | 14.74% | 13.48% | 13.68% | -10.22% | 26.03% | 13.92% | 31.76% | -1.06% | 18.89% |
Returns By Period
In the year-to-date period, PRUFX achieves a -14.47% return, which is significantly lower than PRDGX's -2.47% return. Over the past 10 years, PRUFX has outperformed PRDGX with an annualized return of 13.86%, while PRDGX has yielded a comparatively lower 12.09% 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%
PRDGX
- 1D
- 0.03%
- 1M
- -7.31%
- YTD
- -2.47%
- 6M
- -0.01%
- 1Y
- 9.42%
- 3Y*
- 12.29%
- 5Y*
- 9.25%
- 10Y*
- 12.09%
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PRUFX vs. PRDGX - Expense Ratio Comparison
PRUFX has a 0.52% expense ratio, which is lower than PRDGX's 0.62% expense ratio.
Return for Risk
PRUFX vs. PRDGX — Risk / Return Rank
PRUFX
PRDGX
PRUFX vs. PRDGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Growth Stock I (PRUFX) 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.
| PRUFX | PRDGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.43 | 0.71 | -0.27 |
Sortino ratioReturn per unit of downside risk | 0.78 | 1.08 | -0.30 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.16 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.35 | 0.80 | -0.44 |
Martin ratioReturn relative to average drawdown | 1.21 | 3.83 | -2.63 |
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 | PRDGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.43 | 0.71 | -0.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.30 | 0.66 | -0.36 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.76 | -0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.65 | -0.04 |
Correlation
The correlation between PRUFX and PRDGX is 0.77, 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. PRDGX - Dividend Comparison
PRUFX's dividend yield for the trailing twelve months is around 15.78%, more than PRDGX's 8.30% 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% |
PRDGX T. Rowe Price Dividend Growth Fund, Inc. | 8.30% | 8.02% | 4.66% | 2.78% | 3.81% | 2.00% | 1.03% | 2.33% | 3.67% | 1.82% | 3.07% | 7.57% |
Drawdowns
PRUFX vs. PRDGX - Drawdown Comparison
The maximum PRUFX drawdown since its inception was -46.35%, smaller than the maximum PRDGX drawdown of -49.79%. Use the drawdown chart below to compare losses from any high point for PRUFX and PRDGX.
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Drawdown Indicators
| PRUFX | PRDGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.35% | -49.79% | +3.44% |
Max Drawdown (1Y)Largest decline over 1 year | -17.97% | -11.28% | -6.69% |
Max Drawdown (5Y)Largest decline over 5 years | -46.35% | -19.31% | -27.04% |
Max Drawdown (10Y)Largest decline over 10 years | -46.35% | -33.18% | -13.17% |
Current DrawdownCurrent decline from peak | -17.97% | -7.32% | -10.65% |
Average DrawdownAverage peak-to-trough decline | -9.65% | -5.44% | -4.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.24% | 2.34% | +2.90% |
Volatility
PRUFX vs. PRDGX - Volatility Comparison
T. Rowe Price Growth Stock I (PRUFX) has a higher volatility of 5.45% compared to T. Rowe Price Dividend Growth Fund, Inc. (PRDGX) at 3.43%. This indicates that PRUFX'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.
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Volatility by Period
| PRUFX | PRDGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.45% | 3.43% | +2.02% |
Volatility (6M)Calculated over the trailing 6-month period | 12.07% | 7.35% | +4.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.66% | 15.00% | +6.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.05% | 14.05% | +9.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.02% | 15.86% | +6.16% |