PRWCX vs. FGRIX
Compare and contrast key facts about T. Rowe Price Capital Appreciation Fund (PRWCX) and Fidelity Growth & Income Portfolio (FGRIX).
PRWCX is managed by T. Rowe Price. It was launched on Jun 30, 1986. FGRIX is managed by Fidelity. It was launched on Dec 30, 1985.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PRWCX or FGRIX.
Key characteristics
| PRWCX | FGRIX | |
|---|---|---|
| YTD Return | 6.13% | 12.81% |
| 1Y Return | 17.56% | 26.51% |
| 3Y Return (Ann) | 6.79% | 10.30% |
| 5Y Return (Ann) | 11.38% | 14.49% |
| 10Y Return (Ann) | 10.71% | 11.40% |
| Sharpe Ratio | 1.97 | 2.73 |
| Daily Std Dev | 9.20% | 10.51% |
| Max Drawdown | -41.77% | -66.71% |
| Current Drawdown | -0.14% | -0.29% |
Correlation
The correlation between PRWCX and FGRIX is 0.81, 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
PRWCX vs. FGRIX - Performance Comparison
In the year-to-date period, PRWCX achieves a 6.13% return, which is significantly lower than FGRIX's 12.81% return. Over the past 10 years, PRWCX has underperformed FGRIX with an annualized return of 10.71%, while FGRIX has yielded a comparatively higher 11.40% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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PRWCX vs. FGRIX - Expense Ratio Comparison
PRWCX has a 0.68% expense ratio, which is higher than FGRIX's 0.57% expense ratio.
Risk-Adjusted Performance
PRWCX vs. FGRIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Capital Appreciation Fund (PRWCX) and Fidelity Growth & Income Portfolio (FGRIX). 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
PRWCX vs. FGRIX - Dividend Comparison
PRWCX's dividend yield for the trailing twelve months is around 3.91%, more than FGRIX's 3.50% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRWCX T. Rowe Price Capital Appreciation Fund | 3.91% | 4.15% | 9.44% | 9.23% | 7.97% | 5.83% | 7.46% | 6.82% | 3.51% | 9.86% | 10.03% | 6.00% |
FGRIX Fidelity Growth & Income Portfolio | 3.50% | 3.93% | 3.43% | 6.02% | 3.61% | 2.85% | 3.39% | 1.52% | 1.80% | 2.04% | 1.72% | 1.62% |
Drawdowns
PRWCX vs. FGRIX - Drawdown Comparison
The maximum PRWCX drawdown since its inception was -41.77%, smaller than the maximum FGRIX drawdown of -66.71%. Use the drawdown chart below to compare losses from any high point for PRWCX and FGRIX. For additional features, visit the drawdowns tool.
Volatility
PRWCX vs. FGRIX - Volatility Comparison
The current volatility for T. Rowe Price Capital Appreciation Fund (PRWCX) is 2.26%, while Fidelity Growth & Income Portfolio (FGRIX) has a volatility of 2.94%. This indicates that PRWCX experiences smaller price fluctuations and is considered to be less risky than FGRIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.