PRUIX vs. VPMAX
Compare and contrast key facts about T. Rowe Price Equity Index 500 Fund - I Class (PRUIX) and Vanguard PRIMECAP Fund Admiral Shares (VPMAX).
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. VPMAX is managed by Vanguard. It was launched on Nov 12, 2001.
Performance
PRUIX vs. VPMAX - Performance Comparison
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PRUIX vs. VPMAX - 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% | 21.14% |
VPMAX Vanguard PRIMECAP Fund Admiral Shares | -5.86% | 54.11% | 13.30% | 28.25% | -15.16% | 21.72% | 17.23% | 27.88% | -1.93% | 28.28% |
Returns By Period
In the year-to-date period, PRUIX achieves a -7.08% return, which is significantly lower than VPMAX's -5.86% return. Over the past 10 years, PRUIX has underperformed VPMAX with an annualized return of 13.81%, while VPMAX has yielded a comparatively higher 16.53% annualized return.
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%
VPMAX
- 1D
- -1.19%
- 1M
- -10.43%
- YTD
- -5.86%
- 6M
- 22.85%
- 1Y
- 46.58%
- 3Y*
- 25.38%
- 5Y*
- 14.62%
- 10Y*
- 16.53%
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PRUIX vs. VPMAX - Expense Ratio Comparison
PRUIX has a 0.05% expense ratio, which is lower than VPMAX's 0.31% expense ratio.
Return for Risk
PRUIX vs. VPMAX — Risk / Return Rank
PRUIX
VPMAX
PRUIX vs. VPMAX - 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 Vanguard PRIMECAP Fund Admiral Shares (VPMAX). 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 | VPMAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.92 | 1.64 | -0.71 |
Sortino ratioReturn per unit of downside risk | 1.41 | 3.07 | -1.67 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.44 | -0.23 |
Calmar ratioReturn relative to maximum drawdown | 1.18 | 3.21 | -2.04 |
Martin ratioReturn relative to average drawdown | 5.74 | 14.01 | -8.26 |
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 | VPMAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.92 | 1.64 | -0.71 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.73 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | 0.83 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.77 | 0.61 | +0.16 |
Correlation
The correlation between PRUIX and VPMAX is 0.92, 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. VPMAX - Dividend Comparison
PRUIX's dividend yield for the trailing twelve months is around 4.10%, less than VPMAX's 33.83% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% |
VPMAX Vanguard PRIMECAP Fund Admiral Shares | 33.83% | 31.85% | 6.71% | 7.24% | 9.94% | 10.18% | 9.82% | 7.23% | 8.43% | 4.52% | 5.13% | 5.99% |
Drawdowns
PRUIX vs. VPMAX - Drawdown Comparison
The maximum PRUIX drawdown since its inception was -33.80%, smaller than the maximum VPMAX drawdown of -48.32%. Use the drawdown chart below to compare losses from any high point for PRUIX and VPMAX.
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Drawdown Indicators
| PRUIX | VPMAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.80% | -48.32% | +14.52% |
Max Drawdown (1Y)Largest decline over 1 year | -12.12% | -13.75% | +1.63% |
Max Drawdown (5Y)Largest decline over 5 years | -24.52% | -25.21% | +0.69% |
Max Drawdown (10Y)Largest decline over 10 years | -33.80% | -32.65% | -1.15% |
Current DrawdownCurrent decline from peak | -8.91% | -11.72% | +2.81% |
Average DrawdownAverage peak-to-trough decline | -4.28% | -6.61% | +2.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.49% | 3.15% | -0.66% |
Volatility
PRUIX vs. VPMAX - Volatility Comparison
The current volatility for T. Rowe Price Equity Index 500 Fund - I Class (PRUIX) is 4.24%, while Vanguard PRIMECAP Fund Admiral Shares (VPMAX) has a volatility of 5.57%. This indicates that PRUIX experiences smaller price fluctuations and is considered to be less risky than VPMAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PRUIX | VPMAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.24% | 5.57% | -1.33% |
Volatility (6M)Calculated over the trailing 6-month period | 9.03% | 21.87% | -12.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.09% | 28.87% | -10.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.95% | 20.12% | -3.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.06% | 20.09% | -2.03% |