PRVIX vs. BRUSX
Compare and contrast key facts about T. Rowe Price Small-Cap Value Fund Class I (PRVIX) and Bridgeway Ultra Small Company Fund (BRUSX).
PRVIX is a passively managed fund by T. Rowe Price that tracks the performance of the Russell 2000 Value Index. It was launched on Aug 28, 2015. BRUSX is managed by Bridgeway. It was launched on Aug 5, 1994.
Performance
PRVIX vs. BRUSX - Performance Comparison
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PRVIX vs. BRUSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PRVIX T. Rowe Price Small-Cap Value Fund Class I | 3.80% | 21.38% | 10.96% | 12.46% | -18.42% | 25.60% | 12.58% | 25.95% | -11.49% | 12.86% |
BRUSX Bridgeway Ultra Small Company Fund | -3.61% | 7.13% | 17.57% | 18.14% | -10.99% | 13.85% | 33.43% | 9.52% | -15.77% | 3.86% |
Returns By Period
In the year-to-date period, PRVIX achieves a 3.80% return, which is significantly higher than BRUSX's -3.61% return. Over the past 10 years, PRVIX has outperformed BRUSX with an annualized return of 11.04%, while BRUSX has yielded a comparatively lower 7.97% annualized return.
PRVIX
- 1D
- 2.77%
- 1M
- -5.04%
- YTD
- 3.80%
- 6M
- 18.59%
- 1Y
- 33.45%
- 3Y*
- 16.22%
- 5Y*
- 7.09%
- 10Y*
- 11.04%
BRUSX
- 1D
- 2.57%
- 1M
- -6.83%
- YTD
- -3.61%
- 6M
- -4.85%
- 1Y
- 19.28%
- 3Y*
- 11.34%
- 5Y*
- 2.04%
- 10Y*
- 7.97%
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PRVIX vs. BRUSX - Expense Ratio Comparison
PRVIX has a 0.66% expense ratio, which is lower than BRUSX's 1.26% expense ratio.
Return for Risk
PRVIX vs. BRUSX — Risk / Return Rank
PRVIX
BRUSX
PRVIX vs. BRUSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Small-Cap Value Fund Class I (PRVIX) and Bridgeway Ultra Small Company Fund (BRUSX). 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.
| PRVIX | BRUSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.45 | 0.74 | +0.71 |
Sortino ratioReturn per unit of downside risk | 2.28 | 1.16 | +1.11 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.14 | +0.17 |
Calmar ratioReturn relative to maximum drawdown | 2.06 | 1.20 | +0.87 |
Martin ratioReturn relative to average drawdown | 8.59 | 3.38 | +5.21 |
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
| PRVIX | BRUSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.45 | 0.74 | +0.71 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.35 | 0.09 | +0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.34 | +0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.49 | +0.02 |
Correlation
The correlation between PRVIX and BRUSX is 0.82, 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
PRVIX vs. BRUSX - Dividend Comparison
PRVIX's dividend yield for the trailing twelve months is around 22.27%, more than BRUSX's 10.95% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRVIX T. Rowe Price Small-Cap Value Fund Class I | 22.27% | 23.11% | 9.96% | 3.40% | 5.54% | 7.15% | 2.12% | 4.72% | 9.61% | 3.79% | 3.88% | 22.61% |
BRUSX Bridgeway Ultra Small Company Fund | 10.95% | 10.56% | 2.46% | 4.97% | 18.41% | 7.70% | 1.53% | 1.14% | 13.87% | 1.99% | 1.12% | 1.03% |
Drawdowns
PRVIX vs. BRUSX - Drawdown Comparison
The maximum PRVIX drawdown since its inception was -40.95%, smaller than the maximum BRUSX drawdown of -60.38%. Use the drawdown chart below to compare losses from any high point for PRVIX and BRUSX.
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Drawdown Indicators
| PRVIX | BRUSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.95% | -60.38% | +19.43% |
Max Drawdown (1Y)Largest decline over 1 year | -14.06% | -14.33% | +0.27% |
Max Drawdown (5Y)Largest decline over 5 years | -28.00% | -39.83% | +11.83% |
Max Drawdown (10Y)Largest decline over 10 years | -40.95% | -55.77% | +14.82% |
Current DrawdownCurrent decline from peak | -5.60% | -9.94% | +4.34% |
Average DrawdownAverage peak-to-trough decline | -8.44% | -13.61% | +5.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.67% | 5.08% | -1.41% |
Volatility
PRVIX vs. BRUSX - Volatility Comparison
T. Rowe Price Small-Cap Value Fund Class I (PRVIX) and Bridgeway Ultra Small Company Fund (BRUSX) have volatilities of 6.73% and 6.99%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PRVIX | BRUSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.73% | 6.99% | -0.26% |
Volatility (6M)Calculated over the trailing 6-month period | 16.15% | 15.54% | +0.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.96% | 24.88% | -0.92% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.47% | 23.41% | -2.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.30% | 23.29% | -1.99% |