TRCSX vs. TSCSX
Compare and contrast key facts about T. Rowe Price Small-Cap Index Fund (TRCSX) and Thrivent Small Cap Stock Fund Class S (TSCSX).
TRCSX is managed by T. Rowe Price. It was launched on Dec 8, 2015. TSCSX is managed by Thrivent. It was launched on Jul 1, 1996.
Performance
TRCSX vs. TSCSX - Performance Comparison
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TRCSX vs. TSCSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
TRCSX T. Rowe Price Small-Cap Index Fund | -2.44% | 12.72% | 11.36% | 16.97% | -20.47% | 4.05% |
TSCSX Thrivent Small Cap Stock Fund Class S | -3.28% | 2.36% | 12.73% | 12.47% | -10.94% | 5.87% |
Returns By Period
In the year-to-date period, TRCSX achieves a -2.44% return, which is significantly higher than TSCSX's -3.28% return.
TRCSX
- 1D
- -1.46%
- 1M
- -8.19%
- YTD
- -2.44%
- 6M
- -0.28%
- 1Y
- 21.46%
- 3Y*
- 11.73%
- 5Y*
- —
- 10Y*
- —
TSCSX
- 1D
- -1.17%
- 1M
- -9.54%
- YTD
- -3.28%
- 6M
- -1.94%
- 1Y
- 10.06%
- 3Y*
- 6.13%
- 5Y*
- 4.01%
- 10Y*
- 11.51%
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TRCSX vs. TSCSX - Expense Ratio Comparison
TRCSX has a 0.14% expense ratio, which is lower than TSCSX's 0.80% expense ratio.
Return for Risk
TRCSX vs. TSCSX — Risk / Return Rank
TRCSX
TSCSX
TRCSX vs. TSCSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Small-Cap Index Fund (TRCSX) and Thrivent Small Cap Stock Fund Class S (TSCSX). 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.
| TRCSX | TSCSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.86 | 0.46 | +0.40 |
Sortino ratioReturn per unit of downside risk | 1.36 | 0.81 | +0.55 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.11 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.27 | 0.56 | -0.29 |
Martin ratioReturn relative to average drawdown | 0.87 | 2.01 | -1.14 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| TRCSX | TSCSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.86 | 0.46 | +0.40 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.19 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.52 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.16 | 0.39 | -0.23 |
Correlation
The correlation between TRCSX and TSCSX is 0.90, 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.
Dividends
TRCSX vs. TSCSX - Dividend Comparison
TRCSX's dividend yield for the trailing twelve months is around 2.45%, which matches TSCSX's 2.44% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRCSX T. Rowe Price Small-Cap Index Fund | 2.45% | 2.39% | 3.18% | 1.27% | 1.58% | 1.69% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
TSCSX Thrivent Small Cap Stock Fund Class S | 2.44% | 2.36% | 3.18% | 0.46% | 9.60% | 11.33% | 1.60% | 8.72% | 15.00% | 6.68% | 4.19% | 8.34% |
Drawdowns
TRCSX vs. TSCSX - Drawdown Comparison
The maximum TRCSX drawdown since its inception was -31.94%, smaller than the maximum TSCSX drawdown of -56.66%. Use the drawdown chart below to compare losses from any high point for TRCSX and TSCSX.
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Drawdown Indicators
| TRCSX | TSCSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.94% | -56.66% | +24.72% |
Max Drawdown (1Y)Largest decline over 1 year | -14.23% | -14.31% | +0.08% |
Max Drawdown (5Y)Largest decline over 5 years | — | -27.04% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -41.63% | — |
Current DrawdownCurrent decline from peak | -10.96% | -11.36% | +0.40% |
Average DrawdownAverage peak-to-trough decline | -13.95% | -10.29% | -3.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.32% | 3.96% | +3.36% |
Volatility
TRCSX vs. TSCSX - Volatility Comparison
T. Rowe Price Small-Cap Index Fund (TRCSX) has a higher volatility of 6.65% compared to Thrivent Small Cap Stock Fund Class S (TSCSX) at 6.31%. This indicates that TRCSX's price experiences larger fluctuations and is considered to be riskier than TSCSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TRCSX | TSCSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.65% | 6.31% | +0.34% |
Volatility (6M)Calculated over the trailing 6-month period | 14.43% | 12.48% | +1.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.77% | 22.16% | +3.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.20% | 21.65% | +1.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.20% | 22.08% | +1.12% |