PRUFX vs. PRWAX
Compare and contrast key facts about T. Rowe Price Growth Stock I (PRUFX) and T. Rowe Price All-Cap Opportunities Fund (PRWAX).
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. PRWAX is managed by T. Rowe Price. It was launched on Sep 30, 1985.
Performance
PRUFX vs. PRWAX - Performance Comparison
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PRUFX vs. PRWAX - 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% |
PRWAX T. Rowe Price All-Cap Opportunities Fund | -12.37% | 26.78% | 25.24% | 29.02% | -21.37% | 20.63% | 44.73% | 35.08% | 1.26% | 34.51% |
Returns By Period
In the year-to-date period, PRUFX achieves a -14.47% return, which is significantly lower than PRWAX's -12.37% return. Over the past 10 years, PRUFX has underperformed PRWAX with an annualized return of 13.86%, while PRWAX has yielded a comparatively higher 16.95% 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%
PRWAX
- 1D
- -0.24%
- 1M
- -9.15%
- YTD
- -12.37%
- 6M
- -3.78%
- 1Y
- 16.34%
- 3Y*
- 18.79%
- 5Y*
- 10.36%
- 10Y*
- 16.95%
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PRUFX vs. PRWAX - Expense Ratio Comparison
PRUFX has a 0.52% expense ratio, which is lower than PRWAX's 0.76% expense ratio.
Return for Risk
PRUFX vs. PRWAX — Risk / Return Rank
PRUFX
PRWAX
PRUFX vs. PRWAX - 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 All-Cap Opportunities Fund (PRWAX). 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 | PRWAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.43 | 0.87 | -0.44 |
Sortino ratioReturn per unit of downside risk | 0.78 | 1.42 | -0.65 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.20 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 0.35 | 1.02 | -0.67 |
Martin ratioReturn relative to average drawdown | 1.21 | 3.79 | -2.58 |
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 | PRWAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.43 | 0.87 | -0.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.30 | 0.58 | -0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.90 | -0.27 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.59 | +0.01 |
Correlation
The correlation between PRUFX and PRWAX 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.
Dividends
PRUFX vs. PRWAX - Dividend Comparison
PRUFX's dividend yield for the trailing twelve months is around 15.78%, less than PRWAX's 19.01% 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% |
PRWAX T. Rowe Price All-Cap Opportunities Fund | 19.01% | 16.66% | 9.22% | 5.10% | 3.11% | 20.51% | 15.44% | 7.01% | 12.58% | 12.30% | 6.19% | 8.84% |
Drawdowns
PRUFX vs. PRWAX - Drawdown Comparison
The maximum PRUFX drawdown since its inception was -46.35%, smaller than the maximum PRWAX drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for PRUFX and PRWAX.
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Drawdown Indicators
| PRUFX | PRWAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.35% | -55.06% | +8.71% |
Max Drawdown (1Y)Largest decline over 1 year | -17.97% | -14.05% | -3.92% |
Max Drawdown (5Y)Largest decline over 5 years | -46.35% | -29.38% | -16.97% |
Max Drawdown (10Y)Largest decline over 10 years | -46.35% | -30.50% | -15.85% |
Current DrawdownCurrent decline from peak | -17.97% | -14.05% | -3.92% |
Average DrawdownAverage peak-to-trough decline | -9.65% | -9.92% | +0.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.24% | 3.79% | +1.45% |
Volatility
PRUFX vs. PRWAX - Volatility Comparison
T. Rowe Price Growth Stock I (PRUFX) has a higher volatility of 5.45% compared to T. Rowe Price All-Cap Opportunities Fund (PRWAX) at 4.90%. This indicates that PRUFX's price experiences larger fluctuations and is considered to be riskier than PRWAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PRUFX | PRWAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.45% | 4.90% | +0.55% |
Volatility (6M)Calculated over the trailing 6-month period | 12.07% | 12.45% | -0.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.66% | 19.42% | +2.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.05% | 17.88% | +5.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.02% | 18.82% | +3.20% |