PRWCX vs. AAAAX
Compare and contrast key facts about T. Rowe Price Capital Appreciation Fund (PRWCX) and DWS RREEF Real Assets Fund - Class A (AAAAX).
PRWCX is managed by T. Rowe Price. It was launched on Jun 30, 1986. AAAAX is managed by DWS. It was launched on Jul 30, 2007.
Performance
PRWCX vs. AAAAX - Performance Comparison
Loading graphics...
PRWCX vs. AAAAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PRWCX T. Rowe Price Capital Appreciation Fund | -3.22% | 20.92% | 12.50% | 18.85% | -12.00% | 18.45% | 18.13% | 24.62% | 0.63% | 15.34% |
AAAAX DWS RREEF Real Assets Fund - Class A | 9.77% | 12.82% | 5.24% | 2.30% | -9.91% | 23.45% | 3.71% | 21.42% | -5.36% | 14.67% |
Returns By Period
In the year-to-date period, PRWCX achieves a -3.22% return, which is significantly lower than AAAAX's 9.77% return. Over the past 10 years, PRWCX has outperformed AAAAX with an annualized return of 11.41%, while AAAAX has yielded a comparatively lower 7.40% annualized return.
PRWCX
- 1D
- 1.91%
- 1M
- -2.92%
- YTD
- -3.22%
- 6M
- 5.51%
- 1Y
- 16.80%
- 3Y*
- 13.72%
- 5Y*
- 9.22%
- 10Y*
- 11.41%
AAAAX
- 1D
- 1.09%
- 1M
- -3.53%
- YTD
- 9.77%
- 6M
- 11.84%
- 1Y
- 17.50%
- 3Y*
- 10.19%
- 5Y*
- 6.78%
- 10Y*
- 7.40%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PRWCX vs. AAAAX - Expense Ratio Comparison
PRWCX has a 0.68% expense ratio, which is lower than AAAAX's 1.22% expense ratio.
Return for Risk
PRWCX vs. AAAAX — Risk / Return Rank
PRWCX
AAAAX
PRWCX vs. AAAAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Capital Appreciation Fund (PRWCX) and DWS RREEF Real Assets Fund - Class A (AAAAX). 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.
| PRWCX | AAAAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.27 | 1.57 | -0.30 |
Sortino ratioReturn per unit of downside risk | 2.37 | 2.11 | +0.26 |
Omega ratioGain probability vs. loss probability | 1.34 | 1.32 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 2.34 | 1.91 | +0.43 |
Martin ratioReturn relative to average drawdown | 9.70 | 10.22 | -0.52 |
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
| PRWCX | AAAAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.27 | 1.57 | -0.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.70 | 0.56 | +0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.88 | 0.59 | +0.30 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.90 | 0.38 | +0.52 |
Correlation
The correlation between PRWCX and AAAAX is 0.71, 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
PRWCX vs. AAAAX - Dividend Comparison
PRWCX's dividend yield for the trailing twelve months is around 16.24%, more than AAAAX's 3.23% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRWCX T. Rowe Price Capital Appreciation Fund | 16.24% | 15.72% | 10.38% | 4.15% | 9.44% | 9.23% | 7.97% | 5.83% | 7.46% | 6.82% | 3.51% | 9.86% |
AAAAX DWS RREEF Real Assets Fund - Class A | 3.23% | 3.54% | 2.45% | 2.08% | 4.17% | 2.31% | 1.33% | 1.81% | 1.61% | 1.52% | 1.47% | 2.15% |
Drawdowns
PRWCX vs. AAAAX - Drawdown Comparison
The maximum PRWCX drawdown since its inception was -41.77%, roughly equal to the maximum AAAAX drawdown of -40.47%. Use the drawdown chart below to compare losses from any high point for PRWCX and AAAAX.
Loading graphics...
Drawdown Indicators
| PRWCX | AAAAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.77% | -40.47% | -1.30% |
Max Drawdown (1Y)Largest decline over 1 year | -6.80% | -9.55% | +2.75% |
Max Drawdown (5Y)Largest decline over 5 years | -17.07% | -22.62% | +5.55% |
Max Drawdown (10Y)Largest decline over 10 years | -26.86% | -29.41% | +2.55% |
Current DrawdownCurrent decline from peak | -4.47% | -3.53% | -0.94% |
Average DrawdownAverage peak-to-trough decline | -3.34% | -6.89% | +3.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.64% | 1.79% | -0.15% |
Volatility
PRWCX vs. AAAAX - Volatility Comparison
T. Rowe Price Capital Appreciation Fund (PRWCX) has a higher volatility of 3.64% compared to DWS RREEF Real Assets Fund - Class A (AAAAX) at 3.27%. This indicates that PRWCX's price experiences larger fluctuations and is considered to be riskier than AAAAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| PRWCX | AAAAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.64% | 3.27% | +0.37% |
Volatility (6M)Calculated over the trailing 6-month period | 9.78% | 7.26% | +2.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.57% | 11.62% | +1.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.24% | 12.19% | +1.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.98% | 12.66% | +0.32% |