SSMKX vs. PRGFX
Compare and contrast key facts about State Street Small/Mid Cap Equity Index Fund (SSMKX) and T. Rowe Price Growth Stock Fund (PRGFX).
SSMKX is managed by State Street Global Advisors. It was launched on Aug 12, 2015. PRGFX is managed by T. Rowe Price. It was launched on Apr 11, 1950.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SSMKX or PRGFX.
Correlation
The correlation between SSMKX and PRGFX is 0.79, 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
SSMKX vs. PRGFX - Performance Comparison
Key characteristics
SSMKX:
1.37
PRGFX:
0.99
SSMKX:
1.95
PRGFX:
1.36
SSMKX:
1.24
PRGFX:
1.19
SSMKX:
0.78
PRGFX:
0.66
SSMKX:
6.63
PRGFX:
3.94
SSMKX:
3.64%
PRGFX:
4.68%
SSMKX:
17.48%
PRGFX:
18.57%
SSMKX:
-45.04%
PRGFX:
-57.19%
SSMKX:
-13.80%
PRGFX:
-13.27%
Returns By Period
In the year-to-date period, SSMKX achieves a 5.40% return, which is significantly higher than PRGFX's 4.49% return.
SSMKX
5.40%
1.32%
15.02%
20.69%
5.72%
N/A
PRGFX
4.49%
3.52%
6.19%
17.47%
6.56%
7.31%
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SSMKX vs. PRGFX - Expense Ratio Comparison
SSMKX has a 0.05% expense ratio, which is lower than PRGFX's 0.63% expense ratio.
Risk-Adjusted Performance
SSMKX vs. PRGFX — Risk-Adjusted Performance Rank
SSMKX
PRGFX
SSMKX vs. PRGFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for State Street Small/Mid Cap Equity Index Fund (SSMKX) and T. Rowe Price Growth Stock Fund (PRGFX). 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
SSMKX vs. PRGFX - Dividend Comparison
SSMKX's dividend yield for the trailing twelve months is around 2.01%, while PRGFX has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
SSMKX State Street Small/Mid Cap Equity Index Fund | 2.01% | 2.12% | 1.67% | 1.73% | 3.63% | 0.67% | 2.29% | 1.73% | 4.77% | 1.29% | 0.68% |
PRGFX T. Rowe Price Growth Stock Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.19% | 0.19% | 0.26% | 0.08% | 0.00% |
Drawdowns
SSMKX vs. PRGFX - Drawdown Comparison
The maximum SSMKX drawdown since its inception was -45.04%, smaller than the maximum PRGFX drawdown of -57.19%. Use the drawdown chart below to compare losses from any high point for SSMKX and PRGFX. For additional features, visit the drawdowns tool.
Volatility
SSMKX vs. PRGFX - Volatility Comparison
The current volatility for State Street Small/Mid Cap Equity Index Fund (SSMKX) is 3.86%, while T. Rowe Price Growth Stock Fund (PRGFX) has a volatility of 5.15%. This indicates that SSMKX experiences smaller price fluctuations and is considered to be less risky than PRGFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.