PRWAX vs. TRMCX
Compare and contrast key facts about T. Rowe Price All-Cap Opportunities Fund (PRWAX) and T. Rowe Price Mid-Cap Value Fund (TRMCX).
PRWAX is managed by T. Rowe Price. It was launched on Sep 30, 1985. TRMCX is managed by T. Rowe Price. It was launched on Jun 28, 1996.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PRWAX or TRMCX.
Correlation
The correlation between PRWAX and TRMCX is 0.85, 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.
Performance
PRWAX vs. TRMCX - Performance Comparison
Key characteristics
PRWAX:
0.44
TRMCX:
-0.52
PRWAX:
0.74
TRMCX:
-0.54
PRWAX:
1.10
TRMCX:
0.91
PRWAX:
0.45
TRMCX:
-0.38
PRWAX:
1.77
TRMCX:
-1.04
PRWAX:
4.75%
TRMCX:
10.99%
PRWAX:
19.20%
TRMCX:
22.19%
PRWAX:
-55.06%
TRMCX:
-60.52%
PRWAX:
-11.94%
TRMCX:
-25.44%
Returns By Period
In the year-to-date period, PRWAX achieves a -7.25% return, which is significantly higher than TRMCX's -10.49% return. Over the past 10 years, PRWAX has outperformed TRMCX with an annualized return of 14.34%, while TRMCX has yielded a comparatively lower 0.52% annualized return.
PRWAX
-7.25%
-5.45%
-6.09%
5.76%
16.19%
14.34%
TRMCX
-10.49%
-10.04%
-20.77%
-13.33%
6.42%
0.52%
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PRWAX vs. TRMCX - Expense Ratio Comparison
PRWAX has a 0.76% expense ratio, which is lower than TRMCX's 0.77% expense ratio.
Risk-Adjusted Performance
PRWAX vs. TRMCX — Risk-Adjusted Performance Rank
PRWAX
TRMCX
PRWAX vs. TRMCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price All-Cap Opportunities Fund (PRWAX) and T. Rowe Price Mid-Cap Value Fund (TRMCX). 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. TRMCX - Dividend Comparison
PRWAX's dividend yield for the trailing twelve months is around 9.94%, less than TRMCX's 15.87% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRWAX T. Rowe Price All-Cap Opportunities Fund | 9.94% | 9.22% | 5.10% | 3.11% | 20.51% | 15.44% | 7.01% | 12.58% | 12.30% | 6.19% | 8.84% | 14.73% |
TRMCX T. Rowe Price Mid-Cap Value Fund | 15.87% | 14.20% | 7.65% | 13.92% | 9.22% | 3.79% | 4.25% | 12.13% | 6.58% | 6.74% | 11.39% | 14.71% |
Drawdowns
PRWAX vs. TRMCX - Drawdown Comparison
The maximum PRWAX drawdown since its inception was -55.06%, smaller than the maximum TRMCX drawdown of -60.52%. Use the drawdown chart below to compare losses from any high point for PRWAX and TRMCX. For additional features, visit the drawdowns tool.
Volatility
PRWAX vs. TRMCX - Volatility Comparison
The current volatility for T. Rowe Price All-Cap Opportunities Fund (PRWAX) is 13.06%, while T. Rowe Price Mid-Cap Value Fund (TRMCX) has a volatility of 13.76%. This indicates that PRWAX experiences smaller price fluctuations and is considered to be less risky than TRMCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.