PRUFX vs. PREIX
Compare and contrast key facts about T. Rowe Price Growth Stock I (PRUFX) and T. Rowe Price Equity Index 500 Fund (PREIX).
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. PREIX is managed by T. Rowe Price. It was launched on Mar 30, 1990.
Performance
PRUFX vs. PREIX - Performance Comparison
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PRUFX vs. PREIX - 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% |
PREIX T. Rowe Price Equity Index 500 Fund | -7.11% | 19.24% | 24.78% | 26.07% | -18.27% | 28.48% | 18.17% | 31.47% | -4.59% | 21.01% |
Returns By Period
In the year-to-date period, PRUFX achieves a -14.47% return, which is significantly lower than PREIX's -7.11% return. Both investments have delivered pretty close results over the past 10 years, with PRUFX having a 13.86% annualized return and PREIX not far behind at 13.66%.
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%
PREIX
- 1D
- -0.39%
- 1M
- -7.70%
- YTD
- -7.11%
- 6M
- -3.40%
- 1Y
- 15.76%
- 3Y*
- 17.48%
- 5Y*
- 11.51%
- 10Y*
- 13.66%
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PRUFX vs. PREIX - Expense Ratio Comparison
PRUFX has a 0.52% expense ratio, which is higher than PREIX's 0.15% expense ratio.
Return for Risk
PRUFX vs. PREIX — Risk / Return Rank
PRUFX
PREIX
PRUFX vs. PREIX - 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 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.
| PRUFX | PREIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.43 | 0.91 | -0.48 |
Sortino ratioReturn per unit of downside risk | 0.78 | 1.40 | -0.62 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.22 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.35 | 1.16 | -0.81 |
Martin ratioReturn relative to average drawdown | 1.21 | 5.66 | -4.46 |
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 | PREIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.43 | 0.91 | -0.48 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.30 | 0.68 | -0.38 |
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 | 0.59 | +0.02 |
Correlation
The correlation between PRUFX and PREIX is 0.90, 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. PREIX - Dividend Comparison
PRUFX's dividend yield for the trailing twelve months is around 15.78%, more than PREIX's 3.97% 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% |
PREIX T. Rowe Price Equity Index 500 Fund | 3.97% | 3.66% | 1.17% | 1.32% | 1.50% | 1.56% | 1.97% | 2.13% | 2.60% | 1.30% | 2.03% | 2.02% |
Drawdowns
PRUFX vs. PREIX - Drawdown Comparison
The maximum PRUFX drawdown since its inception was -46.35%, smaller than the maximum PREIX drawdown of -55.32%. Use the drawdown chart below to compare losses from any high point for PRUFX and PREIX.
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Drawdown Indicators
| PRUFX | PREIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.35% | -55.32% | +8.97% |
Max Drawdown (1Y)Largest decline over 1 year | -17.97% | -12.12% | -5.85% |
Max Drawdown (5Y)Largest decline over 5 years | -46.35% | -24.60% | -21.75% |
Max Drawdown (10Y)Largest decline over 10 years | -46.35% | -33.81% | -12.54% |
Current DrawdownCurrent decline from peak | -17.97% | -8.93% | -9.04% |
Average DrawdownAverage peak-to-trough decline | -9.65% | -8.76% | -0.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.24% | 2.49% | +2.75% |
Volatility
PRUFX vs. PREIX - Volatility Comparison
T. Rowe Price Growth Stock I (PRUFX) has a higher volatility of 5.45% compared to T. Rowe Price Equity Index 500 Fund (PREIX) at 4.25%. This indicates that PRUFX's price experiences larger fluctuations and is considered to be riskier than PREIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PRUFX | PREIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.45% | 4.25% | +1.20% |
Volatility (6M)Calculated over the trailing 6-month period | 12.07% | 9.03% | +3.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.66% | 18.09% | +3.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.05% | 16.95% | +6.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.02% | 18.06% | +3.96% |