PRWCX vs. PSTKX
Compare and contrast key facts about T. Rowe Price Capital Appreciation Fund (PRWCX) and PIMCO StocksPLUS Fund (PSTKX).
PRWCX is managed by T. Rowe Price. It was launched on Jun 30, 1986. PSTKX is managed by PIMCO. It was launched on May 13, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PRWCX or PSTKX.
Correlation
The correlation between PRWCX and PSTKX 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. PSTKX - Performance Comparison
Key characteristics
PRWCX:
0.57
PSTKX:
-0.06
PRWCX:
0.88
PSTKX:
0.05
PRWCX:
1.12
PSTKX:
1.01
PRWCX:
0.65
PSTKX:
-0.05
PRWCX:
3.18
PSTKX:
-0.19
PRWCX:
1.94%
PSTKX:
6.29%
PRWCX:
10.91%
PSTKX:
20.05%
PRWCX:
-41.77%
PSTKX:
-62.60%
PRWCX:
-6.64%
PSTKX:
-18.09%
Returns By Period
In the year-to-date period, PRWCX achieves a -3.26% return, which is significantly higher than PSTKX's -10.37% return. Over the past 10 years, PRWCX has outperformed PSTKX with an annualized return of 9.74%, while PSTKX has yielded a comparatively lower 4.81% annualized return.
PRWCX
-3.26%
-4.20%
-4.17%
6.38%
10.97%
9.74%
PSTKX
-10.37%
-7.55%
-15.40%
-0.39%
8.41%
4.81%
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PRWCX vs. PSTKX - Expense Ratio Comparison
PRWCX has a 0.68% expense ratio, which is higher than PSTKX's 0.51% expense ratio.
Risk-Adjusted Performance
PRWCX vs. PSTKX — Risk-Adjusted Performance Rank
PRWCX
PSTKX
PRWCX vs. PSTKX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Capital Appreciation Fund (PRWCX) and PIMCO StocksPLUS Fund (PSTKX). 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. PSTKX - Dividend Comparison
PRWCX's dividend yield for the trailing twelve months is around 2.40%, less than PSTKX's 5.47% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRWCX T. Rowe Price Capital Appreciation Fund | 2.40% | 2.33% | 2.11% | 1.57% | 0.95% | 1.17% | 1.54% | 2.53% | 1.31% | 1.57% | 1.52% | 1.42% |
PSTKX PIMCO StocksPLUS Fund | 5.47% | 5.55% | 2.89% | 0.83% | 4.50% | 2.91% | 5.85% | 2.73% | 1.32% | 1.36% | 2.03% | 0.70% |
Drawdowns
PRWCX vs. PSTKX - Drawdown Comparison
The maximum PRWCX drawdown since its inception was -41.77%, smaller than the maximum PSTKX drawdown of -62.60%. Use the drawdown chart below to compare losses from any high point for PRWCX and PSTKX. For additional features, visit the drawdowns tool.
Volatility
PRWCX vs. PSTKX - Volatility Comparison
The current volatility for T. Rowe Price Capital Appreciation Fund (PRWCX) is 7.63%, while PIMCO StocksPLUS Fund (PSTKX) has a volatility of 13.87%. This indicates that PRWCX experiences smaller price fluctuations and is considered to be less risky than PSTKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.