SSMKX vs. PRGFX

The year-to-date returns for both investments are quite close, with SSMKX having a -9.07% return and PRGFX slightly higher at -8.98%.

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SSMKX has a 0.05% expense ratio, which is lower than PRGFX's 0.63% expense ratio.

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.

The current SSMKX Sharpe Ratio is 0.20, which is higher than the PRGFX Sharpe Ratio of 0.11. The chart below compares the historical Sharpe Ratios of SSMKX and PRGFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SSMKX's dividend yield for the trailing twelve months is around 2.33%, while PRGFX has not paid dividends to shareholders.

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.

State Street Small/Mid Cap Equity Index Fund (SSMKX) and T. Rowe Price Growth Stock Fund (PRGFX) have volatilities of 15.67% and 15.78%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.