TRGOX vs. PIOTX
Compare and contrast key facts about T. Rowe Price Large-Cap Growth Fund Investor Class (TRGOX) and Pioneer Core Equity Fund (PIOTX).
TRGOX is managed by T. Rowe Price. It was launched on May 1, 2020. PIOTX is managed by Amundi. It was launched on Nov 18, 1999.
Performance
TRGOX vs. PIOTX - Performance Comparison
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TRGOX vs. PIOTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
TRGOX T. Rowe Price Large-Cap Growth Fund Investor Class | -11.49% | 17.31% | 37.39% | 46.03% | -35.36% | 21.49% | 42.90% |
PIOTX Pioneer Core Equity Fund | -0.70% | 16.94% | 14.35% | 18.18% | -17.27% | 25.81% | 36.13% |
Returns By Period
In the year-to-date period, TRGOX achieves a -11.49% return, which is significantly lower than PIOTX's -0.70% return.
TRGOX
- 1D
- 3.95%
- 1M
- -5.81%
- YTD
- -11.49%
- 6M
- -10.37%
- 1Y
- 11.99%
- 3Y*
- 22.22%
- 5Y*
- 9.16%
- 10Y*
- —
PIOTX
- 1D
- 1.85%
- 1M
- -3.39%
- YTD
- -0.70%
- 6M
- 3.91%
- 1Y
- 20.09%
- 3Y*
- 14.36%
- 5Y*
- 8.65%
- 10Y*
- 12.48%
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TRGOX vs. PIOTX - Expense Ratio Comparison
TRGOX has a 0.70% expense ratio, which is lower than PIOTX's 0.88% expense ratio.
Return for Risk
TRGOX vs. PIOTX — Risk / Return Rank
TRGOX
PIOTX
TRGOX vs. PIOTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Large-Cap Growth Fund Investor Class (TRGOX) and Pioneer Core Equity Fund (PIOTX). 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.
| TRGOX | PIOTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.58 | 1.09 | -0.51 |
Sortino ratioReturn per unit of downside risk | 1.01 | 1.61 | -0.60 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.25 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.53 | 1.61 | -1.07 |
Martin ratioReturn relative to average drawdown | 1.79 | 6.80 | -5.01 |
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
| TRGOX | PIOTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.58 | 1.09 | -0.51 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.41 | 0.51 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.70 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.70 | 0.13 | +0.57 |
Correlation
The correlation between TRGOX and PIOTX is 0.80, 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
TRGOX vs. PIOTX - Dividend Comparison
TRGOX's dividend yield for the trailing twelve months is around 15.51%, more than PIOTX's 7.59% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRGOX T. Rowe Price Large-Cap Growth Fund Investor Class | 15.51% | 13.73% | 9.85% | 2.04% | 3.89% | 1.15% | 0.36% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
PIOTX Pioneer Core Equity Fund | 7.59% | 7.53% | 5.87% | 2.83% | 7.10% | 20.38% | 8.56% | 3.06% | 19.73% | 9.04% | 1.13% | 0.74% |
Drawdowns
TRGOX vs. PIOTX - Drawdown Comparison
The maximum TRGOX drawdown since its inception was -41.29%, smaller than the maximum PIOTX drawdown of -66.24%. Use the drawdown chart below to compare losses from any high point for TRGOX and PIOTX.
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Drawdown Indicators
| TRGOX | PIOTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.29% | -66.24% | +24.95% |
Max Drawdown (1Y)Largest decline over 1 year | -18.23% | -12.86% | -5.37% |
Max Drawdown (5Y)Largest decline over 5 years | -41.29% | -26.49% | -14.80% |
Max Drawdown (10Y)Largest decline over 10 years | — | -31.79% | — |
Current DrawdownCurrent decline from peak | -15.00% | -6.46% | -8.54% |
Average DrawdownAverage peak-to-trough decline | -11.67% | -20.26% | +8.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.46% | 3.05% | +2.41% |
Volatility
TRGOX vs. PIOTX - Volatility Comparison
T. Rowe Price Large-Cap Growth Fund Investor Class (TRGOX) has a higher volatility of 7.19% compared to Pioneer Core Equity Fund (PIOTX) at 3.74%. This indicates that TRGOX's price experiences larger fluctuations and is considered to be riskier than PIOTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TRGOX | PIOTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.19% | 3.74% | +3.45% |
Volatility (6M)Calculated over the trailing 6-month period | 12.50% | 9.41% | +3.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.15% | 18.72% | +3.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.41% | 16.93% | +5.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.31% | 17.97% | +4.34% |