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.
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.
Performance
PRWAX vs. VFIAX - Performance Comparison
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Key characteristics
PRWAX:
0.53
VFIAX:
0.67
PRWAX:
0.87
VFIAX:
1.05
PRWAX:
1.12
VFIAX:
1.15
PRWAX:
0.55
VFIAX:
0.70
PRWAX:
2.03
VFIAX:
2.66
PRWAX:
5.15%
VFIAX:
4.91%
PRWAX:
19.43%
VFIAX:
19.81%
PRWAX:
-55.06%
VFIAX:
-55.20%
PRWAX:
-3.91%
VFIAX:
-3.27%
Returns By Period
The year-to-date returns for both stocks are quite close, with PRWAX having a 1.21% return and VFIAX slightly lower at 1.20%. Over the past 10 years, PRWAX has outperformed VFIAX with an annualized return of 15.50%, while VFIAX has yielded a comparatively lower 12.83% annualized return.
PRWAX
1.21%
6.51%
-1.69%
10.26%
15.17%
16.29%
15.50%
VFIAX
1.20%
7.31%
-1.02%
13.09%
14.18%
16.04%
12.83%
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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 Rank
PRWAX
VFIAX
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.
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Dividends
PRWAX vs. VFIAX - Dividend Comparison
PRWAX's dividend yield for the trailing twelve months is around 9.11%, more than VFIAX's 1.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRWAX T. Rowe Price All-Cap Opportunities Fund | 9.11% | 9.22% | 5.10% | 3.11% | 20.51% | 15.44% | 7.01% | 12.58% | 12.30% | 6.19% | 8.84% | 14.73% |
VFIAX Vanguard 500 Index Fund Admiral Shares | 1.27% | 1.24% | 1.45% | 1.68% | 1.24% | 1.53% | 1.87% | 2.05% | 1.78% | 2.02% | 2.10% | 1.85% |
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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Volatility
PRWAX vs. VFIAX - Volatility Comparison
The current volatility for T. Rowe Price All-Cap Opportunities Fund (PRWAX) is 4.15%, while Vanguard 500 Index Fund Admiral Shares (VFIAX) has a volatility of 4.70%. This indicates that PRWAX experiences smaller price fluctuations and is considered to be less risky than VFIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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