PRUFX vs. PRWCX
Compare and contrast key facts about T. Rowe Price Growth Stock I (PRUFX) and T. Rowe Price Capital Appreciation Fund (PRWCX).
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. PRWCX is managed by T. Rowe Price. It was launched on Jun 30, 1986.
Performance
PRUFX vs. PRWCX - Performance Comparison
Loading graphics...
PRUFX vs. PRWCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PRUFX T. Rowe Price Growth Stock I | -11.21% | 15.79% | 38.50% | 45.49% | -40.03% | 20.01% | 37.08% | 31.83% | -0.90% | 33.79% |
PRWCX T. Rowe Price Capital Appreciation Fund | -3.22% | 20.92% | 12.50% | 18.85% | -12.00% | 18.45% | 18.13% | 24.62% | 0.63% | 15.34% |
Returns By Period
In the year-to-date period, PRUFX achieves a -11.21% return, which is significantly lower than PRWCX's -3.22% return. Over the past 10 years, PRUFX has outperformed PRWCX with an annualized return of 14.29%, while PRWCX has yielded a comparatively lower 11.41% annualized return.
PRUFX
- 1D
- 3.80%
- 1M
- -5.66%
- YTD
- -11.21%
- 6M
- -10.81%
- 1Y
- 12.81%
- 3Y*
- 21.26%
- 5Y*
- 7.38%
- 10Y*
- 14.29%
PRWCX
- 1D
- 1.91%
- 1M
- -2.92%
- YTD
- -3.22%
- 6M
- 5.51%
- 1Y
- 16.80%
- 3Y*
- 13.72%
- 5Y*
- 9.22%
- 10Y*
- 11.41%
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. PRWCX - Expense Ratio Comparison
PRUFX has a 0.52% expense ratio, which is lower than PRWCX's 0.68% expense ratio.
Return for Risk
PRUFX vs. PRWCX — Risk / Return Rank
PRUFX
PRWCX
PRUFX vs. PRWCX - 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 Capital Appreciation Fund (PRWCX). 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 | PRWCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.62 | 1.27 | -0.65 |
Sortino ratioReturn per unit of downside risk | 1.05 | 2.37 | -1.32 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.34 | -0.19 |
Calmar ratioReturn relative to maximum drawdown | 0.75 | 2.34 | -1.59 |
Martin ratioReturn relative to average drawdown | 2.53 | 9.70 | -7.17 |
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 | PRWCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.62 | 1.27 | -0.65 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.32 | 0.70 | -0.38 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.88 | -0.23 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.90 | -0.28 |
Correlation
The correlation between PRUFX and PRWCX is 0.84, 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. PRWCX - Dividend Comparison
PRUFX's dividend yield for the trailing twelve months is around 15.20%, less than PRWCX's 16.24% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRUFX T. Rowe Price Growth Stock I | 15.20% | 13.50% | 13.20% | 3.33% | 3.54% | 9.50% | 3.64% | 2.52% | 9.26% | 13.72% | 2.38% | 0.00% |
PRWCX T. Rowe Price Capital Appreciation Fund | 16.24% | 15.72% | 10.38% | 4.15% | 9.44% | 9.23% | 7.97% | 5.83% | 7.46% | 6.82% | 3.51% | 9.86% |
Drawdowns
PRUFX vs. PRWCX - Drawdown Comparison
The maximum PRUFX drawdown since its inception was -46.35%, which is greater than PRWCX's maximum drawdown of -41.77%. Use the drawdown chart below to compare losses from any high point for PRUFX and PRWCX.
Loading graphics...
Drawdown Indicators
| PRUFX | PRWCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.35% | -41.77% | -4.58% |
Max Drawdown (1Y)Largest decline over 1 year | -17.97% | -6.80% | -11.17% |
Max Drawdown (5Y)Largest decline over 5 years | -46.35% | -17.07% | -29.28% |
Max Drawdown (10Y)Largest decline over 10 years | -46.35% | -26.86% | -19.49% |
Current DrawdownCurrent decline from peak | -14.85% | -4.47% | -10.38% |
Average DrawdownAverage peak-to-trough decline | -9.66% | -3.34% | -6.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.32% | 1.64% | +3.68% |
Volatility
PRUFX vs. PRWCX - Volatility Comparison
T. Rowe Price Growth Stock I (PRUFX) has a higher volatility of 6.85% compared to T. Rowe Price Capital Appreciation Fund (PRWCX) at 3.64%. This indicates that PRUFX's price experiences larger fluctuations and is considered to be riskier than PRWCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| PRUFX | PRWCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.85% | 3.64% | +3.21% |
Volatility (6M)Calculated over the trailing 6-month period | 12.66% | 9.78% | +2.88% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.94% | 13.57% | +8.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.10% | 13.24% | +9.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.05% | 12.98% | +9.07% |