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PRWCX vs. PSTKX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

PRWCX vs. PSTKX

Last updated May 12, 2025

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 0.00. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.

Performance

PRWCX vs. PSTKX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in T. Rowe Price Capital Appreciation Fund (PRWCX) and PIMCO StocksPLUS Fund (PSTKX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period

PRWCX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

PSTKX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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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.

PRWCX
T. Rowe Price Capital Appreciation Fund
PSTKX
PIMCO StocksPLUS Fund

Risk-Adjusted Performance

PRWCX vs. PSTKX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
PRWCX
The Risk-Adjusted Performance Rank of PRWCX is 7777
Overall Rank
The Sharpe Ratio Rank of PRWCX is 7171
Sharpe Ratio Rank
The Sortino Ratio Rank of PRWCX is 7272
Sortino Ratio Rank
The Omega Ratio Rank of PRWCX is 7474
Omega Ratio Rank
The Calmar Ratio Rank of PRWCX is 8383
Calmar Ratio Rank
The Martin Ratio Rank of PRWCX is 8282
Martin Ratio Rank
PSTKX
The Risk-Adjusted Performance Rank of PSTKX is 3434
Overall Rank
The Sharpe Ratio Rank of PSTKX is 3333
Sharpe Ratio Rank
The Sortino Ratio Rank of PSTKX is 3434
Sortino Ratio Rank
The Omega Ratio Rank of PSTKX is 3535
Omega Ratio Rank
The Calmar Ratio Rank of PSTKX is 3535
Calmar Ratio Rank
The Martin Ratio Rank of PSTKX is 3232
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.

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Dividends

PRWCX vs. PSTKX - Dividend Comparison

PRWCX has not paid dividends to shareholders, while PSTKX's dividend yield for the trailing twelve months is around 5.09%.

TTM20242023202220212020201920182017201620152014
PRWCX
T. Rowe Price Capital Appreciation Fund		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
PSTKX
PIMCO StocksPLUS Fund		5.09%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

PRWCX vs. PSTKX - Drawdown Comparison

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Volatility

PRWCX vs. PSTKX - Volatility Comparison

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