RPBAX vs. PRDGX
Compare and contrast key facts about T. Rowe Price Balanced Fund (RPBAX) and T. Rowe Price Dividend Growth Fund, Inc. (PRDGX).
RPBAX is managed by T. Rowe Price. It was launched on Dec 29, 1939. PRDGX is managed by T. Rowe Price. It was launched on Dec 30, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RPBAX or PRDGX.
Correlation
The correlation between RPBAX and PRDGX is 0.95, 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
RPBAX vs. PRDGX - Performance Comparison
Key characteristics
RPBAX:
0.73
PRDGX:
0.22
RPBAX:
1.09
PRDGX:
0.41
RPBAX:
1.15
PRDGX:
1.06
RPBAX:
0.81
PRDGX:
0.21
RPBAX:
3.72
PRDGX:
0.73
RPBAX:
2.27%
PRDGX:
4.75%
RPBAX:
11.62%
PRDGX:
15.99%
RPBAX:
-40.32%
PRDGX:
-52.60%
RPBAX:
-3.57%
PRDGX:
-9.25%
Returns By Period
In the year-to-date period, RPBAX achieves a 0.53% return, which is significantly higher than PRDGX's -0.64% return. Over the past 10 years, RPBAX has underperformed PRDGX with an annualized return of 6.49%, while PRDGX has yielded a comparatively higher 8.86% annualized return.
RPBAX
0.53%
-1.34%
-0.36%
8.92%
9.46%
6.49%
PRDGX
-0.64%
-3.23%
-5.77%
3.34%
11.60%
8.86%
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RPBAX vs. PRDGX - Expense Ratio Comparison
RPBAX has a 0.57% expense ratio, which is lower than PRDGX's 0.62% expense ratio.
Risk-Adjusted Performance
RPBAX vs. PRDGX — Risk-Adjusted Performance Rank
RPBAX
PRDGX
RPBAX vs. PRDGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Balanced Fund (RPBAX) and T. Rowe Price Dividend Growth Fund, Inc. (PRDGX). 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
RPBAX vs. PRDGX - Dividend Comparison
RPBAX's dividend yield for the trailing twelve months is around 7.25%, more than PRDGX's 1.04% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RPBAX T. Rowe Price Balanced Fund | 7.25% | 7.28% | 3.80% | 5.03% | 9.33% | 4.59% | 3.41% | 8.42% | 2.14% | 3.37% | 7.32% | 7.43% |
PRDGX T. Rowe Price Dividend Growth Fund, Inc. | 1.04% | 1.02% | 1.16% | 1.14% | 0.78% | 1.03% | 1.24% | 1.76% | 1.22% | 1.53% | 1.78% | 1.30% |
Drawdowns
RPBAX vs. PRDGX - Drawdown Comparison
The maximum RPBAX drawdown since its inception was -40.32%, smaller than the maximum PRDGX drawdown of -52.60%. Use the drawdown chart below to compare losses from any high point for RPBAX and PRDGX. For additional features, visit the drawdowns tool.
Volatility
RPBAX vs. PRDGX - Volatility Comparison
The current volatility for T. Rowe Price Balanced Fund (RPBAX) is 8.21%, while T. Rowe Price Dividend Growth Fund, Inc. (PRDGX) has a volatility of 11.84%. This indicates that RPBAX experiences smaller price fluctuations and is considered to be less risky than PRDGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.