PRWAX vs. FRIAX
Compare and contrast key facts about T. Rowe Price All-Cap Opportunities Fund (PRWAX) and Franklin Income Fund Advisor Class (FRIAX).
PRWAX is managed by T. Rowe Price. It was launched on Sep 30, 1985. FRIAX is managed by Franklin Templeton. It was launched on Aug 28, 1997.
Performance
PRWAX vs. FRIAX - Performance Comparison
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PRWAX vs. FRIAX - 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% |
FRIAX Franklin Income Fund Advisor Class | 2.21% | 12.02% | 7.29% | 8.84% | -5.36% | 17.51% | 3.72% | 16.02% | -5.23% | 8.63% |
Returns By Period
In the year-to-date period, PRWAX achieves a -12.37% return, which is significantly lower than FRIAX's 2.21% return. Over the past 10 years, PRWAX has outperformed FRIAX with an annualized return of 16.95%, while FRIAX has yielded a comparatively lower 7.73% 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%
FRIAX
- 1D
- 0.40%
- 1M
- -2.67%
- YTD
- 2.21%
- 6M
- 4.79%
- 1Y
- 11.92%
- 3Y*
- 9.16%
- 5Y*
- 6.70%
- 10Y*
- 7.73%
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PRWAX vs. FRIAX - Expense Ratio Comparison
PRWAX has a 0.76% expense ratio, which is higher than FRIAX's 0.46% expense ratio.
Return for Risk
PRWAX vs. FRIAX — Risk / Return Rank
PRWAX
FRIAX
PRWAX vs. FRIAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price All-Cap Opportunities Fund (PRWAX) and Franklin Income Fund Advisor Class (FRIAX). 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 | FRIAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.87 | 1.65 | -0.79 |
Sortino ratioReturn per unit of downside risk | 1.42 | 2.39 | -0.96 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.40 | -0.19 |
Calmar ratioReturn relative to maximum drawdown | 1.02 | 1.87 | -0.85 |
Martin ratioReturn relative to average drawdown | 3.79 | 9.19 | -5.41 |
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 | FRIAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.87 | 1.65 | -0.79 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.84 | -0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.90 | 0.83 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.79 | -0.20 |
Correlation
The correlation between PRWAX and FRIAX is 0.59, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
PRWAX vs. FRIAX - Dividend Comparison
PRWAX's dividend yield for the trailing twelve months is around 19.01%, more than FRIAX's 5.75% 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% |
FRIAX Franklin Income Fund Advisor Class | 5.75% | 5.75% | 5.74% | 5.67% | 5.24% | 6.70% | 5.37% | 5.25% | 5.80% | 5.20% | 4.92% | 5.93% |
Drawdowns
PRWAX vs. FRIAX - Drawdown Comparison
The maximum PRWAX drawdown since its inception was -55.06%, which is greater than FRIAX's maximum drawdown of -43.23%. Use the drawdown chart below to compare losses from any high point for PRWAX and FRIAX.
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Drawdown Indicators
| PRWAX | FRIAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.06% | -43.23% | -11.83% |
Max Drawdown (1Y)Largest decline over 1 year | -14.05% | -6.38% | -7.67% |
Max Drawdown (5Y)Largest decline over 5 years | -29.38% | -13.63% | -15.75% |
Max Drawdown (10Y)Largest decline over 10 years | -30.50% | -24.10% | -6.40% |
Current DrawdownCurrent decline from peak | -14.05% | -2.67% | -11.38% |
Average DrawdownAverage peak-to-trough decline | -9.92% | -3.94% | -5.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.79% | 1.30% | +2.49% |
Volatility
PRWAX vs. FRIAX - Volatility Comparison
T. Rowe Price All-Cap Opportunities Fund (PRWAX) has a higher volatility of 4.90% compared to Franklin Income Fund Advisor Class (FRIAX) at 2.10%. This indicates that PRWAX's price experiences larger fluctuations and is considered to be riskier than FRIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PRWAX | FRIAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.90% | 2.10% | +2.80% |
Volatility (6M)Calculated over the trailing 6-month period | 12.45% | 3.83% | +8.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.42% | 7.55% | +11.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.88% | 8.03% | +9.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.82% | 9.34% | +9.48% |