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 0.95, 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:
0.79
VOO:
0.57
PRWCX:
1.20
VOO:
0.92
PRWCX:
1.17
VOO:
1.13
PRWCX:
0.94
VOO:
0.58
PRWCX:
4.21
VOO:
2.42
PRWCX:
2.10%
VOO:
4.51%
PRWCX:
11.24%
VOO:
19.17%
PRWCX:
-41.77%
VOO:
-33.99%
PRWCX:
-4.27%
VOO:
-10.56%
Returns By Period
In the year-to-date period, PRWCX achieves a -0.81% return, which is significantly higher than VOO's -6.43% return. Over the past 10 years, PRWCX has underperformed VOO with an annualized return of 10.05%, while VOO has yielded a comparatively higher 12.02% annualized return.
PRWCX
-0.81%
-2.55%
-0.76%
8.24%
11.71%
10.05%
VOO
-6.43%
-4.99%
-5.02%
9.61%
15.88%
12.02%
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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 10.46%, more than VOO's 1.39% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRWCX T. Rowe Price Capital Appreciation Fund | 10.46% | 10.38% | 4.15% | 9.44% | 9.23% | 7.97% | 5.83% | 7.46% | 6.82% | 3.51% | 9.86% | 10.03% |
VOO Vanguard S&P 500 ETF | 1.39% | 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 -41.77%, 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 8.15%, while Vanguard S&P 500 ETF (VOO) has a volatility of 13.97%. 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.