PRUIX vs. PCCOX
Compare and contrast key facts about T. Rowe Price Equity Index 500 Fund - I Class (PRUIX) and T. Rowe Price U.S. Equity Research Fund I Class (PCCOX).
PRUIX is a passively managed fund by T. Rowe Price that tracks the performance of the S&P 500 Index. It was launched on Aug 28, 2015. PCCOX is a passively managed fund by T. Rowe Price that tracks the performance of the S&P 500 Index. It was launched on Nov 29, 2016. Both PRUIX and PCCOX are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
PRUIX vs. PCCOX - Performance Comparison
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PRUIX vs. PCCOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PRUIX T. Rowe Price Equity Index 500 Fund - I Class | -7.08% | 19.40% | 24.95% | 26.24% | -18.14% | 28.62% | 18.31% | 31.63% | -4.44% | 20.12% |
PCCOX T. Rowe Price U.S. Equity Research Fund I Class | -7.20% | 17.12% | 26.56% | 29.93% | -18.71% | 28.17% | 19.96% | 33.13% | -4.55% | 23.01% |
Returns By Period
The year-to-date returns for both stocks are quite close, with PRUIX having a -7.08% return and PCCOX slightly lower at -7.20%.
PRUIX
- 1D
- -0.39%
- 1M
- -7.69%
- YTD
- -7.08%
- 6M
- -3.34%
- 1Y
- 15.92%
- 3Y*
- 17.64%
- 5Y*
- 11.66%
- 10Y*
- 13.81%
PCCOX
- 1D
- -0.43%
- 1M
- -8.17%
- YTD
- -7.20%
- 6M
- -4.20%
- 1Y
- 14.21%
- 3Y*
- 18.22%
- 5Y*
- 12.03%
- 10Y*
- —
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PRUIX vs. PCCOX - Expense Ratio Comparison
PRUIX has a 0.05% expense ratio, which is lower than PCCOX's 0.34% expense ratio.
Return for Risk
PRUIX vs. PCCOX — Risk / Return Rank
PRUIX
PCCOX
PRUIX vs. PCCOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Equity Index 500 Fund - I Class (PRUIX) and T. Rowe Price U.S. Equity Research Fund I Class (PCCOX). 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.
| PRUIX | PCCOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.92 | 0.82 | +0.10 |
Sortino ratioReturn per unit of downside risk | 1.41 | 1.28 | +0.12 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.19 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.18 | 0.96 | +0.22 |
Martin ratioReturn relative to average drawdown | 5.74 | 4.60 | +1.15 |
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
| PRUIX | PCCOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.92 | 0.82 | +0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.70 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.77 | 0.77 | -0.01 |
Correlation
The correlation between PRUIX and PCCOX is 0.99, 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
PRUIX vs. PCCOX - Dividend Comparison
PRUIX's dividend yield for the trailing twelve months is around 4.10%, more than PCCOX's 1.91% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
PRUIX T. Rowe Price Equity Index 500 Fund - I Class | 4.10% | 3.78% | 1.28% | 1.44% | 1.69% | 1.64% | 2.09% | 2.25% | 2.77% | 1.39% | 2.16% |
PCCOX T. Rowe Price U.S. Equity Research Fund I Class | 1.91% | 1.77% | 0.71% | 1.22% | 1.38% | 3.78% | 1.12% | 1.45% | 5.77% | 7.18% | 0.00% |
Drawdowns
PRUIX vs. PCCOX - Drawdown Comparison
The maximum PRUIX drawdown since its inception was -33.80%, roughly equal to the maximum PCCOX drawdown of -34.42%. Use the drawdown chart below to compare losses from any high point for PRUIX and PCCOX.
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Drawdown Indicators
| PRUIX | PCCOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.80% | -34.42% | +0.62% |
Max Drawdown (1Y)Largest decline over 1 year | -12.12% | -12.19% | +0.07% |
Max Drawdown (5Y)Largest decline over 5 years | -24.52% | -24.90% | +0.38% |
Max Drawdown (10Y)Largest decline over 10 years | -33.80% | — | — |
Current DrawdownCurrent decline from peak | -8.91% | -9.30% | +0.39% |
Average DrawdownAverage peak-to-trough decline | -4.28% | -4.57% | +0.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.49% | 2.63% | -0.14% |
Volatility
PRUIX vs. PCCOX - Volatility Comparison
The current volatility for T. Rowe Price Equity Index 500 Fund - I Class (PRUIX) is 4.24%, while T. Rowe Price U.S. Equity Research Fund I Class (PCCOX) has a volatility of 4.50%. This indicates that PRUIX experiences smaller price fluctuations and is considered to be less risky than PCCOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PRUIX | PCCOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.24% | 4.50% | -0.26% |
Volatility (6M)Calculated over the trailing 6-month period | 9.03% | 8.86% | +0.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.09% | 18.14% | -0.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.95% | 17.26% | -0.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.06% | 18.78% | -0.72% |