Correlation
The correlation between RSIIX and PRWCX is 0.27, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
RSIIX vs. PRWCX
Compare and contrast key facts about RiverPark Strategic Income Fund (RSIIX) and T. Rowe Price Capital Appreciation Fund (PRWCX).
RSIIX is managed by RiverPark Funds. It was launched on Sep 30, 2013. PRWCX is managed by T. Rowe Price. It was launched on Jun 30, 1986.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RSIIX or PRWCX.
Performance
RSIIX vs. PRWCX - Performance Comparison
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Key characteristics
RSIIX:
4.14
PRWCX:
1.00
RSIIX:
5.48
PRWCX:
1.33
RSIIX:
2.22
PRWCX:
1.19
RSIIX:
3.71
PRWCX:
1.05
RSIIX:
17.71
PRWCX:
4.52
RSIIX:
0.36%
PRWCX:
2.19%
RSIIX:
1.57%
PRWCX:
11.44%
RSIIX:
-15.55%
PRWCX:
-41.77%
RSIIX:
-0.29%
PRWCX:
-0.59%
Returns By Period
In the year-to-date period, RSIIX achieves a 1.80% return, which is significantly lower than PRWCX's 3.00% return. Over the past 10 years, RSIIX has underperformed PRWCX with an annualized return of 4.46%, while PRWCX has yielded a comparatively higher 10.32% annualized return.
RSIIX
1.80%
0.76%
2.31%
6.43%
5.36%
7.95%
4.46%
PRWCX
3.00%
3.03%
0.68%
10.47%
10.00%
11.14%
10.32%
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RSIIX vs. PRWCX - Expense Ratio Comparison
RSIIX has a 1.18% expense ratio, which is higher than PRWCX's 0.68% expense ratio.
Risk-Adjusted Performance
RSIIX vs. PRWCX — Risk-Adjusted Performance Rank
RSIIX
PRWCX
RSIIX vs. PRWCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for RiverPark Strategic Income Fund (RSIIX) and T. Rowe Price Capital Appreciation Fund (PRWCX). 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
RSIIX vs. PRWCX - Dividend Comparison
RSIIX's dividend yield for the trailing twelve months is around 6.68%, less than PRWCX's 10.07% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RSIIX RiverPark Strategic Income Fund | 6.68% | 7.65% | 7.60% | 6.59% | 5.14% | 5.78% | 4.82% | 4.59% | 5.02% | 5.52% | 6.59% | 5.47% |
PRWCX T. Rowe Price Capital Appreciation Fund | 10.07% | 10.38% | 4.15% | 9.45% | 9.23% | 7.97% | 5.83% | 7.46% | 6.82% | 3.51% | 9.86% | 10.03% |
Drawdowns
RSIIX vs. PRWCX - Drawdown Comparison
The maximum RSIIX drawdown since its inception was -15.55%, smaller than the maximum PRWCX drawdown of -41.77%. Use the drawdown chart below to compare losses from any high point for RSIIX and PRWCX.
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Volatility
RSIIX vs. PRWCX - Volatility Comparison
The current volatility for RiverPark Strategic Income Fund (RSIIX) is 0.82%, while T. Rowe Price Capital Appreciation Fund (PRWCX) has a volatility of 3.17%. This indicates that RSIIX experiences smaller price fluctuations and is considered to be less risky than PRWCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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