PRWCX vs. VWELX
Compare and contrast key facts about T. Rowe Price Capital Appreciation Fund (PRWCX) and Vanguard Wellington Fund Investor Shares (VWELX).
PRWCX is managed by T. Rowe Price. It was launched on Jun 30, 1986. VWELX is managed by Vanguard. It was launched on Jul 1, 1929.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PRWCX or VWELX.
Key characteristics
| PRWCX | VWELX | |
|---|---|---|
| YTD Return | 6.13% | 6.93% |
| 1Y Return | 17.56% | 16.57% |
| 3Y Return (Ann) | 6.79% | 4.87% |
| 5Y Return (Ann) | 11.38% | 8.98% |
| 10Y Return (Ann) | 10.71% | 8.27% |
| Sharpe Ratio | 1.97 | 2.03 |
| Daily Std Dev | 9.20% | 8.24% |
| Max Drawdown | -41.77% | -36.12% |
| Current Drawdown | -0.14% | -0.25% |
Correlation
The correlation between PRWCX and VWELX is 0.85, 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. VWELX - Performance Comparison
In the year-to-date period, PRWCX achieves a 6.13% return, which is significantly lower than VWELX's 6.93% return. Over the past 10 years, PRWCX has outperformed VWELX with an annualized return of 10.71%, while VWELX has yielded a comparatively lower 8.27% 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. VWELX - Expense Ratio Comparison
PRWCX has a 0.68% expense ratio, which is higher than VWELX's 0.24% expense ratio.
Risk-Adjusted Performance
PRWCX vs. VWELX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Capital Appreciation Fund (PRWCX) and Vanguard Wellington Fund Investor Shares (VWELX). 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. VWELX - Dividend Comparison
PRWCX's dividend yield for the trailing twelve months is around 3.91%, less than VWELX's 5.69% 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% |
VWELX Vanguard Wellington Fund Investor Shares | 5.69% | 6.01% | 8.19% | 8.64% | 7.77% | 4.67% | 9.49% | 6.47% | 4.44% | 7.03% | 6.39% | 6.55% |
Drawdowns
PRWCX vs. VWELX - Drawdown Comparison
The maximum PRWCX drawdown since its inception was -41.77%, which is greater than VWELX's maximum drawdown of -36.12%. Use the drawdown chart below to compare losses from any high point for PRWCX and VWELX. For additional features, visit the drawdowns tool.
Volatility
PRWCX vs. VWELX - Volatility Comparison
T. Rowe Price Capital Appreciation Fund (PRWCX) and Vanguard Wellington Fund Investor Shares (VWELX) have volatilities of 2.26% and 2.36%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.