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:
1.94
VOO:
2.25
PRWCX:
2.63
VOO:
2.98
PRWCX:
1.36
VOO:
1.42
PRWCX:
4.45
VOO:
3.31
PRWCX:
14.86
VOO:
14.77
PRWCX:
1.00%
VOO:
1.90%
PRWCX:
7.66%
VOO:
12.46%
PRWCX:
-45.33%
VOO:
-33.99%
PRWCX:
-2.21%
VOO:
-2.47%
Returns By Period
In the year-to-date period, PRWCX achieves a 13.21% return, which is significantly lower than VOO's 26.02% return. Over the past 10 years, PRWCX has underperformed VOO with an annualized return of 8.33%, while VOO has yielded a comparatively higher 13.08% annualized return.
PRWCX
13.21%
-0.28%
5.91%
14.05%
10.67%
8.33%
VOO
26.02%
-0.11%
9.35%
26.45%
14.79%
13.08%
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. 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 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 10.31%, more than VOO's 0.91% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRWCX T. Rowe Price Capital Appreciation Fund | 10.31% | 4.15% | 9.44% | 9.23% | 7.97% | 5.83% | 2.53% | 1.31% | 1.57% | 1.52% | 1.42% | 1.13% |
VOO Vanguard S&P 500 ETF | 0.91% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
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 2.32%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.75%. 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.