PRWAX vs. EPGAX
Compare and contrast key facts about T. Rowe Price All-Cap Opportunities Fund (PRWAX) and Fidelity Advisor Equity Growth Fund Class A (EPGAX).
PRWAX is managed by T. Rowe Price. It was launched on Sep 30, 1985. EPGAX is managed by Fidelity. It was launched on Sep 3, 1996.
Performance
PRWAX vs. EPGAX - Performance Comparison
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PRWAX vs. EPGAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
EPGAX Fidelity Advisor Equity Growth Fund Class A | -9.37% | 14.27% | 15.57% | 35.25% | -24.67% | 22.66% | 43.38% | 33.69% | -0.04% | 34.83% |
Returns By Period
In the year-to-date period, PRWAX achieves a -12.37% return, which is significantly lower than EPGAX's -9.37% return. Over the past 10 years, PRWAX has outperformed EPGAX with an annualized return of 16.95%, while EPGAX has yielded a comparatively lower 14.92% annualized return.
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%
EPGAX
- 1D
- -0.83%
- 1M
- -9.04%
- YTD
- -9.37%
- 6M
- -8.73%
- 1Y
- 13.01%
- 3Y*
- 13.72%
- 5Y*
- 7.77%
- 10Y*
- 14.92%
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PRWAX vs. EPGAX - Expense Ratio Comparison
PRWAX has a 0.76% expense ratio, which is lower than EPGAX's 0.97% expense ratio.
Return for Risk
PRWAX vs. EPGAX — Risk / Return Rank
PRWAX
EPGAX
PRWAX vs. EPGAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price All-Cap Opportunities Fund (PRWAX) and Fidelity Advisor Equity Growth Fund Class A (EPGAX). 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.
| PRWAX | EPGAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.87 | 0.60 | +0.27 |
Sortino ratioReturn per unit of downside risk | 1.42 | 0.99 | +0.44 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.14 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.02 | 0.79 | +0.23 |
Martin ratioReturn relative to average drawdown | 3.79 | 2.81 | +0.98 |
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
| PRWAX | EPGAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.87 | 0.60 | +0.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.38 | +0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.90 | 0.72 | +0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.48 | +0.11 |
Correlation
The correlation between PRWAX and EPGAX is 0.90, 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
PRWAX vs. EPGAX - Dividend Comparison
PRWAX's dividend yield for the trailing twelve months is around 19.01%, more than EPGAX's 0.68% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
EPGAX Fidelity Advisor Equity Growth Fund Class A | 0.68% | 0.62% | 0.00% | 0.56% | 2.26% | 12.86% | 12.06% | 9.56% | 7.10% | 12.35% | 6.39% | 2.37% |
Drawdowns
PRWAX vs. EPGAX - Drawdown Comparison
The maximum PRWAX drawdown since its inception was -55.06%, smaller than the maximum EPGAX drawdown of -63.20%. Use the drawdown chart below to compare losses from any high point for PRWAX and EPGAX.
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Drawdown Indicators
| PRWAX | EPGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.06% | -63.20% | +8.14% |
Max Drawdown (1Y)Largest decline over 1 year | -14.05% | -12.80% | -1.25% |
Max Drawdown (5Y)Largest decline over 5 years | -29.38% | -30.60% | +1.22% |
Max Drawdown (10Y)Largest decline over 10 years | -30.50% | -31.17% | +0.67% |
Current DrawdownCurrent decline from peak | -14.05% | -12.67% | -1.38% |
Average DrawdownAverage peak-to-trough decline | -9.92% | -16.32% | +6.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.79% | 3.62% | +0.17% |
Volatility
PRWAX vs. EPGAX - Volatility Comparison
The current volatility for T. Rowe Price All-Cap Opportunities Fund (PRWAX) is 4.90%, while Fidelity Advisor Equity Growth Fund Class A (EPGAX) has a volatility of 6.26%. This indicates that PRWAX experiences smaller price fluctuations and is considered to be less risky than EPGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PRWAX | EPGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.90% | 6.26% | -1.36% |
Volatility (6M)Calculated over the trailing 6-month period | 12.45% | 12.65% | -0.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.42% | 21.50% | -2.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.88% | 20.67% | -2.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.82% | 20.73% | -1.91% |