PRWAX vs. VFIAX
Compare and contrast key facts about T. Rowe Price All-Cap Opportunities Fund (PRWAX) and Vanguard 500 Index Fund Admiral Shares (VFIAX).
PRWAX is managed by T. Rowe Price. It was launched on Sep 30, 1985. VFIAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PRWAX or VFIAX.
Correlation
The correlation between PRWAX and VFIAX is 0.94, 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. VFIAX - Performance Comparison
Key characteristics
PRWAX:
1.19
VFIAX:
2.23
PRWAX:
1.52
VFIAX:
2.96
PRWAX:
1.25
VFIAX:
1.42
PRWAX:
0.69
VFIAX:
3.30
PRWAX:
7.06
VFIAX:
14.60
PRWAX:
2.60%
VFIAX:
1.91%
PRWAX:
15.38%
VFIAX:
12.52%
PRWAX:
-70.45%
VFIAX:
-55.20%
PRWAX:
-12.86%
VFIAX:
-2.57%
Returns By Period
In the year-to-date period, PRWAX achieves a 16.34% return, which is significantly lower than VFIAX's 25.97% return. Over the past 10 years, PRWAX has underperformed VFIAX with an annualized return of 5.96%, while VFIAX has yielded a comparatively higher 13.05% annualized return.
PRWAX
16.34%
-8.01%
-1.70%
17.08%
6.48%
5.96%
VFIAX
25.97%
-0.19%
9.23%
26.41%
14.74%
13.05%
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PRWAX vs. VFIAX - Expense Ratio Comparison
PRWAX has a 0.76% expense ratio, which is higher than VFIAX's 0.04% expense ratio.
Risk-Adjusted Performance
PRWAX vs. VFIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price All-Cap Opportunities Fund (PRWAX) and Vanguard 500 Index Fund Admiral Shares (VFIAX). 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. VFIAX - Dividend Comparison
PRWAX has not paid dividends to shareholders, while VFIAX's dividend yield for the trailing twelve months is around 0.90%.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
T. Rowe Price All-Cap Opportunities Fund | 0.00% | 0.20% | 0.00% | 0.00% | 0.03% | 0.40% | 0.23% | 0.17% | 0.05% | 0.00% | 0.00% | 0.00% |
Vanguard 500 Index Fund Admiral Shares | 0.90% | 1.45% | 1.68% | 1.24% | 1.53% | 1.87% | 2.05% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
PRWAX vs. VFIAX - Drawdown Comparison
The maximum PRWAX drawdown since its inception was -70.45%, which is greater than VFIAX's maximum drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for PRWAX and VFIAX. For additional features, visit the drawdowns tool.
Volatility
PRWAX vs. VFIAX - Volatility Comparison
T. Rowe Price All-Cap Opportunities Fund (PRWAX) has a higher volatility of 9.04% compared to Vanguard 500 Index Fund Admiral Shares (VFIAX) at 3.79%. This indicates that PRWAX's price experiences larger fluctuations and is considered to be riskier than VFIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.