PRWCX vs. VOO
Compare and contrast key facts about T. Rowe Price Capital Appreciation Fund (PRWCX) and Vanguard S&P 500 ETF (VOO).
PRWCX is managed by T. Rowe Price. It was launched on Jun 30, 1986. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PRWCX or VOO.
Correlation
The correlation between PRWCX and VOO 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.
Performance
PRWCX vs. VOO - Performance Comparison
Key characteristics
PRWCX:
2.11
VOO:
2.21
PRWCX:
2.86
VOO:
2.93
PRWCX:
1.39
VOO:
1.41
PRWCX:
1.38
VOO:
3.35
PRWCX:
14.71
VOO:
14.09
PRWCX:
1.12%
VOO:
2.01%
PRWCX:
7.79%
VOO:
12.78%
PRWCX:
-45.33%
VOO:
-33.99%
PRWCX:
-0.11%
VOO:
-0.46%
Returns By Period
The year-to-date returns for both investments are quite close, with PRWCX having a 2.80% return and VOO slightly higher at 2.90%. Over the past 10 years, PRWCX has underperformed VOO with an annualized return of 5.53%, while VOO has yielded a comparatively higher 13.46% annualized return.
PRWCX
2.80%
2.15%
6.31%
15.51%
5.24%
5.53%
VOO
2.90%
2.05%
9.63%
26.44%
14.54%
13.46%
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PRWCX vs. VOO - Expense Ratio Comparison
PRWCX has a 0.68% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
PRWCX vs. VOO — Risk-Adjusted Performance Rank
PRWCX
VOO
PRWCX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Capital Appreciation Fund (PRWCX) and Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
PRWCX's dividend yield for the trailing twelve months is around 2.26%, more than VOO's 1.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRWCX T. Rowe Price Capital Appreciation Fund | 2.26% | 2.33% | 2.11% | 1.57% | 0.95% | 1.17% | 1.54% | 2.53% | 1.31% | 1.57% | 1.52% | 1.42% |
VOO Vanguard S&P 500 ETF | 1.21% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
PRWCX vs. VOO - Drawdown Comparison
The maximum PRWCX drawdown since its inception was -45.33%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for PRWCX and VOO. For additional features, visit the drawdowns tool.
Volatility
PRWCX vs. VOO - Volatility Comparison
The current volatility for T. Rowe Price Capital Appreciation Fund (PRWCX) is 3.02%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.12%. This indicates that PRWCX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.