SSSFX vs. PRGFX
Compare and contrast key facts about SouthernSun Small Cap (SSSFX) and T. Rowe Price Growth Stock Fund (PRGFX).
SSSFX is managed by AMG. It was launched on Oct 1, 2003. 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: SSSFX or PRGFX.
Key characteristics
| SSSFX | PRGFX | |
|---|---|---|
| YTD Return | 7.35% | 25.59% |
| 1Y Return | 27.28% | 42.09% |
| 3Y Return (Ann) | 7.12% | 2.63% |
| 5Y Return (Ann) | 12.07% | 13.91% |
| 10Y Return (Ann) | 6.82% | 13.42% |
| Sharpe Ratio | 1.39 | 2.63 |
| Sortino Ratio | 2.12 | 3.41 |
| Omega Ratio | 1.24 | 1.48 |
| Calmar Ratio | 1.40 | 1.44 |
| Martin Ratio | 8.14 | 12.83 |
| Ulcer Index | 3.32% | 3.33% |
| Daily Std Dev | 19.48% | 16.23% |
| Max Drawdown | -66.47% | -54.01% |
| Current Drawdown | -5.88% | -0.51% |
Correlation
The correlation between SSSFX and PRGFX is 0.73, 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
SSSFX vs. PRGFX - Performance Comparison
In the year-to-date period, SSSFX achieves a 7.35% return, which is significantly lower than PRGFX's 25.59% return. Over the past 10 years, SSSFX has underperformed PRGFX with an annualized return of 6.82%, while PRGFX has yielded a comparatively higher 13.42% 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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SSSFX vs. PRGFX - Expense Ratio Comparison
SSSFX has a 1.30% expense ratio, which is higher than PRGFX's 0.63% expense ratio.
Risk-Adjusted Performance
SSSFX vs. PRGFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SouthernSun Small Cap (SSSFX) 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
SSSFX vs. PRGFX - Dividend Comparison
SSSFX's dividend yield for the trailing twelve months is around 12.92%, more than PRGFX's 2.66% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SSSFX SouthernSun Small Cap | 12.92% | 13.87% | 9.40% | 11.51% | 0.23% | 5.29% | 4.77% | 0.00% | 0.00% | 12.69% | 16.93% | 0.05% |
PRGFX T. Rowe Price Growth Stock Fund | 2.66% | 3.34% | 3.55% | 9.34% | 3.51% | 1.81% | 9.09% | 13.57% | 2.22% | 7.23% | 9.91% | 0.04% |
Drawdowns
SSSFX vs. PRGFX - Drawdown Comparison
The maximum SSSFX drawdown since its inception was -66.47%, which is greater than PRGFX's maximum drawdown of -54.01%. Use the drawdown chart below to compare losses from any high point for SSSFX and PRGFX. For additional features, visit the drawdowns tool.
Volatility
SSSFX vs. PRGFX - Volatility Comparison
SouthernSun Small Cap (SSSFX) has a higher volatility of 5.36% compared to T. Rowe Price Growth Stock Fund (PRGFX) at 3.42%. This indicates that SSSFX's price experiences larger fluctuations and is considered to be riskier than PRGFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.