PRWCX vs. VWIAX
Compare and contrast key facts about T. Rowe Price Capital Appreciation Fund (PRWCX) and Vanguard Wellesley Income Fund Admiral Shares (VWIAX).
PRWCX is managed by T. Rowe Price. It was launched on Jun 30, 1986. VWIAX is managed by Vanguard. It was launched on May 14, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PRWCX or VWIAX.
Correlation
The correlation between PRWCX and VWIAX is 0.75, 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. VWIAX - Performance Comparison
Key characteristics
PRWCX:
1.94
VWIAX:
0.35
PRWCX:
2.63
VWIAX:
0.46
PRWCX:
1.36
VWIAX:
1.08
PRWCX:
4.45
VWIAX:
0.25
PRWCX:
14.86
VWIAX:
2.04
PRWCX:
1.00%
VWIAX:
1.31%
PRWCX:
7.66%
VWIAX:
7.55%
PRWCX:
-45.33%
VWIAX:
-23.93%
PRWCX:
-2.21%
VWIAX:
-7.25%
Returns By Period
In the year-to-date period, PRWCX achieves a 13.21% return, which is significantly higher than VWIAX's 1.83% return. Over the past 10 years, PRWCX has outperformed VWIAX with an annualized return of 8.33%, while VWIAX has yielded a comparatively lower 2.92% annualized return.
PRWCX
13.21%
-0.28%
5.91%
14.05%
10.67%
8.33%
VWIAX
1.83%
-5.36%
-0.69%
2.34%
1.47%
2.92%
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PRWCX vs. VWIAX - Expense Ratio Comparison
PRWCX has a 0.68% expense ratio, which is higher than VWIAX's 0.16% expense ratio.
Risk-Adjusted Performance
PRWCX vs. VWIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Capital Appreciation Fund (PRWCX) and Vanguard Wellesley Income Fund Admiral Shares (VWIAX). 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. VWIAX - Dividend Comparison
PRWCX's dividend yield for the trailing twelve months is around 10.31%, more than VWIAX's 2.83% 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% |
VWIAX Vanguard Wellesley Income Fund Admiral Shares | 2.83% | 5.80% | 3.25% | 2.55% | 2.72% | 2.97% | 3.38% | 2.92% | 3.02% | 3.18% | 3.23% | 3.13% |
Drawdowns
PRWCX vs. VWIAX - Drawdown Comparison
The maximum PRWCX drawdown since its inception was -45.33%, which is greater than VWIAX's maximum drawdown of -23.93%. Use the drawdown chart below to compare losses from any high point for PRWCX and VWIAX. For additional features, visit the drawdowns tool.
Volatility
PRWCX vs. VWIAX - Volatility Comparison
The current volatility for T. Rowe Price Capital Appreciation Fund (PRWCX) is 2.32%, while Vanguard Wellesley Income Fund Admiral Shares (VWIAX) has a volatility of 5.45%. This indicates that PRWCX experiences smaller price fluctuations and is considered to be less risky than VWIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.