PRWAX vs. FDSVX
Compare and contrast key facts about T. Rowe Price All-Cap Opportunities Fund (PRWAX) and Fidelity Growth Discovery Fund (FDSVX).
PRWAX is managed by T. Rowe Price. It was launched on Sep 30, 1985. FDSVX is managed by Fidelity. It was launched on Mar 31, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PRWAX or FDSVX.
Performance
PRWAX vs. FDSVX - Performance Comparison
Returns By Period
In the year-to-date period, PRWAX achieves a 24.85% return, which is significantly higher than FDSVX's 16.56% return. Over the past 10 years, PRWAX has underperformed FDSVX with an annualized return of 5.22%, while FDSVX has yielded a comparatively higher 10.34% annualized return.
PRWAX
24.85%
-0.21%
8.33%
25.43%
7.40%
5.22%
FDSVX
16.56%
-1.98%
-0.05%
23.36%
10.45%
10.34%
Key characteristics
| PRWAX | FDSVX | |
|---|---|---|
| Sharpe Ratio | 1.88 | 1.32 |
| Sortino Ratio | 2.46 | 1.69 |
| Omega Ratio | 1.36 | 1.26 |
| Calmar Ratio | 0.97 | 1.46 |
| Martin Ratio | 10.62 | 3.96 |
| Ulcer Index | 2.44% | 6.01% |
| Daily Std Dev | 13.78% | 18.01% |
| Max Drawdown | -70.45% | -59.34% |
| Current Drawdown | -6.48% | -8.86% |
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PRWAX vs. FDSVX - Expense Ratio Comparison
PRWAX has a 0.76% expense ratio, which is lower than FDSVX's 0.77% expense ratio.
Correlation
The correlation between PRWAX and FDSVX is 0.93, 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.
Risk-Adjusted Performance
PRWAX vs. FDSVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price All-Cap Opportunities Fund (PRWAX) and Fidelity Growth Discovery Fund (FDSVX). 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.
Dividends
PRWAX vs. FDSVX - Dividend Comparison
PRWAX's dividend yield for the trailing twelve months is around 0.16%, more than FDSVX's 0.02% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRWAX T. Rowe Price All-Cap Opportunities Fund | 0.16% | 0.20% | 0.00% | 0.00% | 0.03% | 0.40% | 0.23% | 0.17% | 0.05% | 0.00% | 0.00% | 0.00% |
FDSVX Fidelity Growth Discovery Fund | 0.02% | 0.05% | 0.02% | 0.24% | 0.03% | 0.05% | 0.20% | 0.15% | 0.09% | 0.12% | 0.10% | 0.24% |
Drawdowns
PRWAX vs. FDSVX - Drawdown Comparison
The maximum PRWAX drawdown since its inception was -70.45%, which is greater than FDSVX's maximum drawdown of -59.34%. Use the drawdown chart below to compare losses from any high point for PRWAX and FDSVX. For additional features, visit the drawdowns tool.
Volatility
PRWAX vs. FDSVX - Volatility Comparison
The current volatility for T. Rowe Price All-Cap Opportunities Fund (PRWAX) is 4.00%, while Fidelity Growth Discovery Fund (FDSVX) has a volatility of 4.63%. This indicates that PRWAX experiences smaller price fluctuations and is considered to be less risky than FDSVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.