Correlation
The correlation between RPMGX and PRWAX is 0.87, 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.
RPMGX vs. PRWAX
Compare and contrast key facts about T. Rowe Price Mid-Cap Growth Fund (RPMGX) and T. Rowe Price All-Cap Opportunities Fund (PRWAX).
RPMGX is managed by T. Rowe Price. It was launched on Jun 30, 1992. PRWAX is managed by T. Rowe Price. It was launched on Sep 30, 1985.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RPMGX or PRWAX.
Performance
RPMGX vs. PRWAX - Performance Comparison
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Key characteristics
RPMGX:
0.04
PRWAX:
0.53
RPMGX:
0.15
PRWAX:
0.87
RPMGX:
1.02
PRWAX:
1.12
RPMGX:
0.01
PRWAX:
0.55
RPMGX:
0.02
PRWAX:
2.03
RPMGX:
7.21%
PRWAX:
5.15%
RPMGX:
19.79%
PRWAX:
19.43%
RPMGX:
-54.66%
PRWAX:
-55.06%
RPMGX:
-9.23%
PRWAX:
-3.91%
Returns By Period
In the year-to-date period, RPMGX achieves a -2.87% return, which is significantly lower than PRWAX's 1.21% return. Over the past 10 years, RPMGX has underperformed PRWAX with an annualized return of 10.14%, while PRWAX has yielded a comparatively higher 15.50% annualized return.
RPMGX
-2.87%
6.26%
-7.73%
0.74%
6.73%
8.14%
10.14%
PRWAX
1.21%
6.51%
-1.69%
10.26%
15.17%
16.29%
15.50%
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RPMGX vs. PRWAX - Expense Ratio Comparison
RPMGX has a 0.72% expense ratio, which is lower than PRWAX's 0.76% expense ratio.
Risk-Adjusted Performance
RPMGX vs. PRWAX — Risk-Adjusted Performance Rank
RPMGX
PRWAX
RPMGX vs. PRWAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Mid-Cap Growth Fund (RPMGX) and T. Rowe Price All-Cap Opportunities Fund (PRWAX). 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
RPMGX vs. PRWAX - Dividend Comparison
RPMGX's dividend yield for the trailing twelve months is around 10.52%, more than PRWAX's 9.11% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RPMGX T. Rowe Price Mid-Cap Growth Fund | 10.52% | 10.22% | 6.35% | 2.60% | 10.52% | 4.53% | 5.29% | 12.12% | 8.04% | 3.45% | 9.51% | 8.84% |
PRWAX T. Rowe Price All-Cap Opportunities Fund | 9.11% | 9.22% | 5.10% | 3.11% | 20.51% | 15.44% | 7.01% | 12.58% | 12.30% | 6.19% | 8.84% | 14.73% |
Drawdowns
RPMGX vs. PRWAX - Drawdown Comparison
The maximum RPMGX drawdown since its inception was -54.66%, roughly equal to the maximum PRWAX drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for RPMGX and PRWAX.
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Volatility
RPMGX vs. PRWAX - Volatility Comparison
T. Rowe Price Mid-Cap Growth Fund (RPMGX) has a higher volatility of 5.40% compared to T. Rowe Price All-Cap Opportunities Fund (PRWAX) at 4.15%. This indicates that RPMGX's price experiences larger fluctuations and is considered to be riskier than PRWAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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