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.
Key characteristics
| RPMGX | VFIAX | |
|---|---|---|
| YTD Return | 13.21% | 27.12% |
| 1Y Return | 22.39% | 39.85% |
| 3Y Return (Ann) | -4.97% | 10.24% |
| 5Y Return (Ann) | 3.52% | 15.96% |
| 10Y Return (Ann) | 3.51% | 13.42% |
| Sharpe Ratio | 1.51 | 3.13 |
| Sortino Ratio | 2.05 | 4.16 |
| Omega Ratio | 1.27 | 1.58 |
| Calmar Ratio | 0.67 | 4.59 |
| Martin Ratio | 7.14 | 20.76 |
| Ulcer Index | 2.95% | 1.87% |
| Daily Std Dev | 13.97% | 12.39% |
| Max Drawdown | -58.69% | -55.20% |
| Current Drawdown | -15.94% | 0.00% |
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
In the year-to-date period, RPMGX achieves a 13.21% return, which is significantly lower than VFIAX's 27.12% return. Over the past 10 years, RPMGX has underperformed VFIAX with an annualized return of 3.51%, while VFIAX has yielded a comparatively higher 13.42% 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. 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 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's dividend yield for the trailing twelve months is around 0.05%, less than VFIAX's 1.22% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RPMGX T. Rowe Price Mid-Cap Growth Fund | 0.05% | 0.06% | 0.00% | 0.00% | 0.00% | 0.21% | 0.16% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VFIAX Vanguard 500 Index Fund Admiral Shares | 1.22% | 1.45% | 1.68% | 1.24% | 1.53% | 1.87% | 2.05% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
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
The current volatility for T. Rowe Price Mid-Cap Growth Fund (RPMGX) is 3.64%, while Vanguard 500 Index Fund Admiral Shares (VFIAX) has a volatility of 3.91%. This indicates that RPMGX experiences smaller price fluctuations and is considered to be less risky than VFIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.