Correlation
The correlation between RPMGX and VOO 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.
RPMGX vs. VOO
Compare and contrast key facts about T. Rowe Price Mid-Cap Growth Fund (RPMGX) and Vanguard S&P 500 ETF (VOO).
RPMGX is managed by T. Rowe Price. It was launched on Jun 30, 1992. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RPMGX or VOO.
Performance
RPMGX vs. VOO - Performance Comparison
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Key characteristics
RPMGX:
0.04
VOO:
0.68
RPMGX:
0.15
VOO:
1.06
RPMGX:
1.02
VOO:
1.15
RPMGX:
0.01
VOO:
0.70
RPMGX:
0.02
VOO:
2.65
RPMGX:
7.21%
VOO:
4.92%
RPMGX:
19.79%
VOO:
19.58%
RPMGX:
-54.66%
VOO:
-33.99%
RPMGX:
-9.23%
VOO:
-3.27%
Returns By Period
In the year-to-date period, RPMGX achieves a -2.87% return, which is significantly lower than VOO's 1.19% return. Over the past 10 years, RPMGX has underperformed VOO with an annualized return of 10.14%, while VOO has yielded a comparatively higher 12.85% annualized return.
RPMGX
-2.87%
6.26%
-7.73%
0.74%
6.73%
8.14%
10.14%
VOO
1.19%
7.36%
-0.97%
13.13%
14.21%
16.06%
12.85%
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RPMGX vs. VOO - Expense Ratio Comparison
RPMGX has a 0.72% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
RPMGX vs. VOO — Risk-Adjusted Performance Rank
RPMGX
VOO
RPMGX vs. VOO - 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 S&P 500 ETF (VOO). 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.
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Dividends
RPMGX vs. VOO - Dividend Comparison
RPMGX's dividend yield for the trailing twelve months is around 10.52%, more than VOO's 1.28% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RPMGX T. Rowe Price Mid-Cap Growth Fund | 10.52% | 10.22% | 6.35% | 2.60% | 10.52% | 4.53% | 5.29% | 12.12% | 8.04% | 3.45% | 9.51% | 8.84% |
VOO Vanguard S&P 500 ETF | 1.28% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
RPMGX vs. VOO - Drawdown Comparison
The maximum RPMGX drawdown since its inception was -54.66%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for RPMGX and VOO.
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Volatility
RPMGX vs. VOO - Volatility Comparison
T. Rowe Price Mid-Cap Growth Fund (RPMGX) has a higher volatility of 5.40% compared to Vanguard S&P 500 ETF (VOO) at 4.76%. This indicates that RPMGX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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