RPMGX vs. VDC
Compare and contrast key facts about T. Rowe Price Mid-Cap Growth Fund (RPMGX) and Vanguard Consumer Staples ETF (VDC).
RPMGX is managed by T. Rowe Price. It was launched on Jun 30, 1992. VDC is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Consumer Staples 25/50 Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RPMGX or VDC.
Key characteristics
| RPMGX | VDC | |
|---|---|---|
| YTD Return | 8.10% | 17.27% |
| 1Y Return | 17.39% | 19.20% |
| 3Y Return (Ann) | 0.65% | 8.86% |
| 5Y Return (Ann) | 8.54% | 10.08% |
| 10Y Return (Ann) | 10.72% | 9.29% |
| Sharpe Ratio | 1.14 | 1.74 |
| Daily Std Dev | 14.23% | 10.46% |
| Max Drawdown | -54.66% | -34.24% |
| Current Drawdown | -2.88% | 0.00% |
Correlation
The correlation between RPMGX and VDC is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
RPMGX vs. VDC - Performance Comparison
In the year-to-date period, RPMGX achieves a 8.10% return, which is significantly lower than VDC's 17.27% return. Over the past 10 years, RPMGX has outperformed VDC with an annualized return of 10.72%, while VDC has yielded a comparatively lower 9.29% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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RPMGX vs. VDC - Expense Ratio Comparison
RPMGX has a 0.72% expense ratio, which is higher than VDC's 0.10% expense ratio.
Risk-Adjusted Performance
RPMGX vs. VDC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Mid-Cap Growth Fund (RPMGX) and Vanguard Consumer Staples ETF (VDC). 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. VDC - Dividend Comparison
RPMGX's dividend yield for the trailing twelve months is around 5.87%, more than VDC's 2.36% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RPMGX T. Rowe Price Mid-Cap Growth Fund | 5.87% | 6.35% | 2.60% | 10.52% | 4.53% | 5.29% | 12.12% | 8.04% | 3.45% | 9.51% | 8.84% | 5.96% |
VDC Vanguard Consumer Staples ETF | 2.36% | 2.65% | 2.37% | 2.14% | 2.50% | 2.44% | 2.78% | 2.52% | 2.39% | 2.55% | 1.93% | 2.21% |
Drawdowns
RPMGX vs. VDC - Drawdown Comparison
The maximum RPMGX drawdown since its inception was -54.66%, which is greater than VDC's maximum drawdown of -34.24%. Use the drawdown chart below to compare losses from any high point for RPMGX and VDC. For additional features, visit the drawdowns tool.
Volatility
RPMGX vs. VDC - Volatility Comparison
T. Rowe Price Mid-Cap Growth Fund (RPMGX) has a higher volatility of 3.87% compared to Vanguard Consumer Staples ETF (VDC) at 2.13%. This indicates that RPMGX's price experiences larger fluctuations and is considered to be riskier than VDC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.