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.
Performance
PRWAX vs. VFIAX - Performance Comparison
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PRWAX vs. VFIAX - 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% |
VFIAX Vanguard 500 Index Fund Admiral Shares | -7.06% | 17.83% | 24.97% | 26.24% | -18.16% | 28.65% | 18.32% | 31.46% | -4.45% | 21.78% |
Returns By Period
In the year-to-date period, PRWAX achieves a -12.37% return, which is significantly lower than VFIAX's -7.06% return. Over the past 10 years, PRWAX has outperformed VFIAX with an annualized return of 16.95%, while VFIAX has yielded a comparatively lower 13.71% 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%
VFIAX
- 1D
- -0.39%
- 1M
- -7.69%
- YTD
- -7.06%
- 6M
- -4.61%
- 1Y
- 14.41%
- 3Y*
- 17.14%
- 5Y*
- 11.37%
- 10Y*
- 13.71%
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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.
Return for Risk
PRWAX vs. VFIAX — Risk / Return Rank
PRWAX
VFIAX
PRWAX vs. VFIAX - Risk-Adjusted Trends 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.
| PRWAX | VFIAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.87 | 0.84 | +0.03 |
Sortino ratioReturn per unit of downside risk | 1.42 | 1.30 | +0.13 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.20 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.02 | 1.06 | -0.03 |
Martin ratioReturn relative to average drawdown | 3.79 | 5.13 | -1.34 |
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 | VFIAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.87 | 0.84 | +0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.68 | -0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.90 | 0.76 | +0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.43 | +0.16 |
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.
Dividends
PRWAX vs. VFIAX - Dividend Comparison
PRWAX's dividend yield for the trailing twelve months is around 19.01%, more than VFIAX's 1.22% 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% |
VFIAX Vanguard 500 Index Fund Admiral Shares | 1.22% | 1.12% | 1.24% | 1.45% | 1.68% | 1.24% | 1.53% | 1.87% | 2.05% | 1.78% | 2.02% | 2.10% |
Drawdowns
PRWAX vs. VFIAX - Drawdown Comparison
The maximum PRWAX drawdown since its inception was -55.06%, roughly equal to the maximum VFIAX drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for PRWAX and VFIAX.
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Drawdown Indicators
| PRWAX | VFIAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.06% | -55.20% | +0.14% |
Max Drawdown (1Y)Largest decline over 1 year | -14.05% | -12.12% | -1.93% |
Max Drawdown (5Y)Largest decline over 5 years | -29.38% | -24.53% | -4.85% |
Max Drawdown (10Y)Largest decline over 10 years | -30.50% | -33.83% | +3.33% |
Current DrawdownCurrent decline from peak | -14.05% | -8.90% | -5.15% |
Average DrawdownAverage peak-to-trough decline | -9.92% | -9.46% | -0.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.79% | 2.49% | +1.30% |
Volatility
PRWAX vs. VFIAX - Volatility Comparison
T. Rowe Price All-Cap Opportunities Fund (PRWAX) has a higher volatility of 4.90% compared to Vanguard 500 Index Fund Admiral Shares (VFIAX) at 4.24%. 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.
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Volatility by Period
| PRWAX | VFIAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.90% | 4.24% | +0.66% |
Volatility (6M)Calculated over the trailing 6-month period | 12.45% | 9.08% | +3.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.42% | 18.13% | +1.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.88% | 16.86% | +1.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.82% | 18.03% | +0.79% |