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.
Performance
PRWAX vs. TRMCX - Performance Comparison
Loading graphics...
PRWAX vs. TRMCX - 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% |
TRMCX T. Rowe Price Mid-Cap Value Fund | 0.81% | 10.55% | 16.21% | 18.99% | -4.16% | 24.51% | 9.84% | 19.59% | -10.66% | 11.59% |
Returns By Period
In the year-to-date period, PRWAX achieves a -12.37% return, which is significantly lower than TRMCX's 0.81% return. Over the past 10 years, PRWAX has outperformed TRMCX with an annualized return of 16.95%, while TRMCX has yielded a comparatively lower 10.87% 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%
TRMCX
- 1D
- -0.58%
- 1M
- -8.70%
- YTD
- 0.81%
- 6M
- 6.57%
- 1Y
- 14.90%
- 3Y*
- 14.33%
- 5Y*
- 9.96%
- 10Y*
- 10.87%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PRWAX vs. TRMCX - Expense Ratio Comparison
PRWAX has a 0.76% expense ratio, which is lower than TRMCX's 0.77% expense ratio.
Return for Risk
PRWAX vs. TRMCX — Risk / Return Rank
PRWAX
TRMCX
PRWAX vs. TRMCX - Risk-Adjusted Trends 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.
| PRWAX | TRMCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.87 | 0.78 | +0.09 |
Sortino ratioReturn per unit of downside risk | 1.42 | 1.20 | +0.22 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.17 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.02 | 0.84 | +0.18 |
Martin ratioReturn relative to average drawdown | 3.79 | 3.35 | +0.44 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| PRWAX | TRMCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.87 | 0.78 | +0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.52 | +0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.90 | 0.56 | +0.35 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.62 | -0.02 |
Correlation
The correlation between PRWAX and TRMCX is 0.81, 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. TRMCX - Dividend Comparison
PRWAX's dividend yield for the trailing twelve months is around 19.01%, more than TRMCX's 9.42% 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% |
TRMCX T. Rowe Price Mid-Cap Value Fund | 9.42% | 9.49% | 14.20% | 7.65% | 13.92% | 9.22% | 3.79% | 4.25% | 12.13% | 6.58% | 6.74% | 11.39% |
Drawdowns
PRWAX vs. TRMCX - Drawdown Comparison
The maximum PRWAX drawdown since its inception was -55.06%, roughly equal to the maximum TRMCX drawdown of -55.28%. Use the drawdown chart below to compare losses from any high point for PRWAX and TRMCX.
Loading graphics...
Drawdown Indicators
| PRWAX | TRMCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.06% | -55.28% | +0.22% |
Max Drawdown (1Y)Largest decline over 1 year | -14.05% | -14.82% | +0.77% |
Max Drawdown (5Y)Largest decline over 5 years | -29.38% | -29.60% | +0.22% |
Max Drawdown (10Y)Largest decline over 10 years | -30.50% | -39.41% | +8.91% |
Current DrawdownCurrent decline from peak | -14.05% | -9.41% | -4.64% |
Average DrawdownAverage peak-to-trough decline | -9.92% | -6.65% | -3.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.79% | 3.82% | -0.03% |
Volatility
PRWAX vs. TRMCX - Volatility Comparison
T. Rowe Price All-Cap Opportunities Fund (PRWAX) and T. Rowe Price Mid-Cap Value Fund (TRMCX) have volatilities of 4.90% and 5.13%, 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.
Loading graphics...
Volatility by Period
| PRWAX | TRMCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.90% | 5.13% | -0.23% |
Volatility (6M)Calculated over the trailing 6-month period | 12.45% | 10.79% | +1.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.42% | 19.72% | -0.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.88% | 19.27% | -1.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.82% | 19.63% | -0.81% |