RPMGX vs. TRMCX
Compare and contrast key facts about T. Rowe Price Mid-Cap Growth Fund (RPMGX) and T. Rowe Price Mid-Cap Value Fund (TRMCX).
RPMGX is managed by T. Rowe Price. It was launched on Jun 30, 1992. TRMCX is managed by T. Rowe Price. It was launched on Jun 28, 1996.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RPMGX or TRMCX.
Performance
RPMGX vs. TRMCX - Performance Comparison
Returns By Period
In the year-to-date period, RPMGX achieves a 9.47% return, which is significantly lower than TRMCX's 18.91% return. Over the past 10 years, RPMGX has underperformed TRMCX with an annualized return of 3.09%, while TRMCX has yielded a comparatively higher 10.37% annualized return.
RPMGX
9.47%
-1.03%
2.83%
14.13%
2.57%
3.09%
TRMCX
18.91%
0.19%
7.82%
34.34%
14.21%
10.37%
Key characteristics
| RPMGX | TRMCX | |
|---|---|---|
| Sharpe Ratio | 0.97 | 1.89 |
| Sortino Ratio | 1.35 | 2.72 |
| Omega Ratio | 1.17 | 1.39 |
| Calmar Ratio | 0.46 | 4.30 |
| Martin Ratio | 4.52 | 13.94 |
| Ulcer Index | 2.96% | 2.37% |
| Daily Std Dev | 13.75% | 17.47% |
| Max Drawdown | -58.69% | -55.28% |
| Current Drawdown | -18.72% | -2.50% |
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RPMGX vs. TRMCX - Expense Ratio Comparison
RPMGX has a 0.72% expense ratio, which is lower than TRMCX's 0.77% expense ratio.
Correlation
The correlation between RPMGX and TRMCX is 0.86, 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.
Risk-Adjusted Performance
RPMGX vs. TRMCX - 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 Mid-Cap Value Fund (TRMCX). 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
RPMGX vs. TRMCX - Dividend Comparison
RPMGX's dividend yield for the trailing twelve months is around 0.06%, less than TRMCX's 0.96% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RPMGX T. Rowe Price Mid-Cap Growth Fund | 0.06% | 0.06% | 0.00% | 0.00% | 0.00% | 0.21% | 0.16% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
TRMCX T. Rowe Price Mid-Cap Value Fund | 0.96% | 1.14% | 0.89% | 1.01% | 1.01% | 1.47% | 1.23% | 1.09% | 0.93% | 1.36% | 1.08% | 0.73% |
Drawdowns
RPMGX vs. TRMCX - Drawdown Comparison
The maximum RPMGX drawdown since its inception was -58.69%, which is greater than TRMCX's maximum drawdown of -55.28%. Use the drawdown chart below to compare losses from any high point for RPMGX and TRMCX. For additional features, visit the drawdowns tool.
Volatility
RPMGX vs. TRMCX - Volatility Comparison
T. Rowe Price Mid-Cap Growth Fund (RPMGX) has a higher volatility of 4.20% compared to T. Rowe Price Mid-Cap Value Fund (TRMCX) at 3.93%. This indicates that RPMGX's price experiences larger fluctuations and is considered to be riskier than TRMCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.