PRWAX vs. TRMCX

In the year-to-date period, PRWAX achieves a 24.85% return, which is significantly higher than TRMCX's 18.91% return. Over the past 10 years, PRWAX has underperformed TRMCX with an annualized return of 5.22%, while TRMCX has yielded a comparatively higher 10.37% annualized return.

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PRWAX has a 0.76% expense ratio, which is lower than TRMCX's 0.77% expense ratio.

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.

The current PRWAX Sharpe Ratio is 1.88, which is comparable to the TRMCX Sharpe Ratio of 1.89. The chart below compares the historical Sharpe Ratios of PRWAX and TRMCX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

PRWAX's dividend yield for the trailing twelve months is around 0.16%, less than TRMCX's 0.96% yield.

The maximum PRWAX drawdown since its inception was -70.45%, which is greater than TRMCX's maximum drawdown of -55.28%. Use the drawdown chart below to compare losses from any high point for PRWAX and TRMCX. For additional features, visit the drawdowns tool.

T. Rowe Price All-Cap Opportunities Fund (PRWAX) and T. Rowe Price Mid-Cap Value Fund (TRMCX) have volatilities of 4.00% and 3.93%, 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.