RPMGX vs. VIMAX
Compare and contrast key facts about T. Rowe Price Mid-Cap Growth Fund (RPMGX) and Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX).
RPMGX is managed by T. Rowe Price. It was launched on Jun 30, 1992. VIMAX is managed by Vanguard. It was launched on Nov 12, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RPMGX or VIMAX.
Key characteristics
| RPMGX | VIMAX | |
|---|---|---|
| YTD Return | 8.23% | 12.30% |
| 1Y Return | 17.94% | 22.26% |
| 3Y Return (Ann) | 0.69% | 3.67% |
| 5Y Return (Ann) | 8.62% | 10.58% |
| 10Y Return (Ann) | 10.73% | 9.72% |
| Sharpe Ratio | 1.23 | 1.64 |
| Daily Std Dev | 14.20% | 13.45% |
| Max Drawdown | -54.66% | -58.88% |
| Current Drawdown | -2.76% | 0.00% |
Correlation
The correlation between RPMGX and VIMAX is 0.97, 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. VIMAX - Performance Comparison
In the year-to-date period, RPMGX achieves a 8.23% return, which is significantly lower than VIMAX's 12.30% return. Over the past 10 years, RPMGX has outperformed VIMAX with an annualized return of 10.73%, while VIMAX has yielded a comparatively lower 9.72% 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. VIMAX - Expense Ratio Comparison
RPMGX has a 0.72% expense ratio, which is higher than VIMAX's 0.05% expense ratio.
Risk-Adjusted Performance
RPMGX vs. VIMAX - 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 Mid-Cap Index Fund Admiral Shares (VIMAX). 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. VIMAX - Dividend Comparison
RPMGX's dividend yield for the trailing twelve months is around 5.87%, more than VIMAX's 1.48% 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% |
VIMAX Vanguard Mid-Cap Index Fund Admiral Shares | 1.48% | 1.51% | 1.59% | 1.11% | 1.44% | 1.47% | 1.82% | 1.35% | 1.45% | 1.47% | 1.29% | 1.17% |
Drawdowns
RPMGX vs. VIMAX - Drawdown Comparison
The maximum RPMGX drawdown since its inception was -54.66%, smaller than the maximum VIMAX drawdown of -58.88%. Use the drawdown chart below to compare losses from any high point for RPMGX and VIMAX. For additional features, visit the drawdowns tool.
Volatility
RPMGX vs. VIMAX - Volatility Comparison
T. Rowe Price Mid-Cap Growth Fund (RPMGX) has a higher volatility of 3.86% compared to Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) at 3.53%. This indicates that RPMGX's price experiences larger fluctuations and is considered to be riskier than VIMAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.