RPMGX vs. VFIAX
Compare and contrast key facts about T. Rowe Price Mid-Cap Growth Fund (RPMGX) and Vanguard 500 Index Fund Admiral Shares (VFIAX).
RPMGX is managed by T. Rowe Price. It was launched on Jun 30, 1992. VFIAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RPMGX or VFIAX.
Correlation
The correlation between RPMGX and VFIAX is 0.91, 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
RPMGX vs. VFIAX - Performance Comparison
Key characteristics
RPMGX:
0.26
VFIAX:
2.19
RPMGX:
0.41
VFIAX:
2.91
RPMGX:
1.06
VFIAX:
1.40
RPMGX:
0.16
VFIAX:
3.34
RPMGX:
0.83
VFIAX:
13.92
RPMGX:
5.06%
VFIAX:
2.03%
RPMGX:
16.37%
VFIAX:
12.88%
RPMGX:
-58.69%
VFIAX:
-55.20%
RPMGX:
-24.05%
VFIAX:
-1.40%
Returns By Period
In the year-to-date period, RPMGX achieves a 2.61% return, which is significantly higher than VFIAX's 2.01% return. Over the past 10 years, RPMGX has underperformed VFIAX with an annualized return of 3.30%, while VFIAX has yielded a comparatively higher 13.50% annualized return.
RPMGX
2.61%
2.51%
-1.77%
3.12%
0.80%
3.30%
VFIAX
2.01%
2.21%
9.64%
27.11%
14.25%
13.50%
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RPMGX vs. VFIAX - Expense Ratio Comparison
RPMGX has a 0.72% expense ratio, which is higher than VFIAX's 0.04% expense ratio.
Risk-Adjusted Performance
RPMGX vs. VFIAX — Risk-Adjusted Performance Rank
RPMGX
VFIAX
RPMGX vs. VFIAX - 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 500 Index Fund Admiral Shares (VFIAX). 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. VFIAX - Dividend Comparison
RPMGX has not paid dividends to shareholders, while VFIAX's dividend yield for the trailing twelve months is around 1.21%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RPMGX T. Rowe Price Mid-Cap Growth Fund | 0.00% | 0.00% | 0.06% | 0.00% | 0.00% | 0.00% | 0.21% | 0.16% | 0.00% | 0.00% | 0.00% | 0.00% |
VFIAX Vanguard 500 Index Fund Admiral Shares | 1.21% | 1.24% | 1.45% | 1.68% | 1.24% | 1.53% | 1.87% | 2.05% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
RPMGX vs. VFIAX - Drawdown Comparison
The maximum RPMGX drawdown since its inception was -58.69%, which is greater than VFIAX's maximum drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for RPMGX and VFIAX. For additional features, visit the drawdowns tool.
Volatility
RPMGX vs. VFIAX - Volatility Comparison
T. Rowe Price Mid-Cap Growth Fund (RPMGX) and Vanguard 500 Index Fund Admiral Shares (VFIAX) have volatilities of 4.96% and 5.07%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.