PRWCX vs. VDIGX
Compare and contrast key facts about T. Rowe Price Capital Appreciation Fund (PRWCX) and Vanguard Dividend Growth Fund (VDIGX).
PRWCX is managed by T. Rowe Price. It was launched on Jun 30, 1986. VDIGX is managed by Vanguard. It was launched on May 15, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PRWCX or VDIGX.
Key characteristics
| PRWCX | VDIGX | |
|---|---|---|
| YTD Return | 6.13% | 6.30% |
| 1Y Return | 17.56% | 14.22% |
| 3Y Return (Ann) | 6.79% | 7.14% |
| 5Y Return (Ann) | 11.38% | 11.45% |
| 10Y Return (Ann) | 10.71% | 11.19% |
| Sharpe Ratio | 1.97 | 1.65 |
| Daily Std Dev | 9.20% | 9.04% |
| Max Drawdown | -41.77% | -45.23% |
| Current Drawdown | -0.14% | -0.03% |
Correlation
The correlation between PRWCX and VDIGX 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. VDIGX - Performance Comparison
The year-to-date returns for both investments are quite close, with PRWCX having a 6.13% return and VDIGX slightly higher at 6.30%. Both investments have delivered pretty close results over the past 10 years, with PRWCX having a 10.71% annualized return and VDIGX not far ahead at 11.19%. 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. VDIGX - Expense Ratio Comparison
PRWCX has a 0.68% expense ratio, which is higher than VDIGX's 0.27% expense ratio.
Risk-Adjusted Performance
PRWCX vs. VDIGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Capital Appreciation Fund (PRWCX) and Vanguard Dividend Growth Fund (VDIGX). 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. VDIGX - Dividend Comparison
PRWCX's dividend yield for the trailing twelve months is around 3.91%, more than VDIGX's 3.16% 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% |
VDIGX Vanguard Dividend Growth Fund | 3.16% | 2.29% | 6.06% | 5.45% | 2.83% | 4.70% | 8.84% | 5.16% | 2.86% | 5.69% | 3.41% | 2.28% |
Drawdowns
PRWCX vs. VDIGX - Drawdown Comparison
The maximum PRWCX drawdown since its inception was -41.77%, smaller than the maximum VDIGX drawdown of -45.23%. Use the drawdown chart below to compare losses from any high point for PRWCX and VDIGX. For additional features, visit the drawdowns tool.
Volatility
PRWCX vs. VDIGX - Volatility Comparison
T. Rowe Price Capital Appreciation Fund (PRWCX) has a higher volatility of 2.26% compared to Vanguard Dividend Growth Fund (VDIGX) at 1.76%. This indicates that PRWCX's price experiences larger fluctuations and is considered to be riskier than VDIGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.