TRLGX vs. VIIIX

In the year-to-date period, TRLGX achieves a -6.99% return, which is significantly lower than VIIIX's -5.85% return. Over the past 10 years, TRLGX has underperformed VIIIX with an annualized return of 10.17%, while VIIIX has yielded a comparatively higher 12.11% annualized return.

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TRLGX has a 0.55% expense ratio, which is higher than VIIIX's 0.02% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Large-Cap Growth Fund (TRLGX) and Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX). 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 TRLGX Sharpe Ratio is 0.25, which is lower than the VIIIX Sharpe Ratio of 0.53. The chart below compares the historical Sharpe Ratios of TRLGX and VIIIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

TRLGX has not paid dividends to shareholders, while VIIIX's dividend yield for the trailing twelve months is around 2.55%.

The maximum TRLGX drawdown since its inception was -56.16%, roughly equal to the maximum VIIIX drawdown of -55.18%. Use the drawdown chart below to compare losses from any high point for TRLGX and VIIIX. For additional features, visit the drawdowns tool.

T. Rowe Price Large-Cap Growth Fund (TRLGX) has a higher volatility of 16.23% compared to Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX) at 14.21%. This indicates that TRLGX's price experiences larger fluctuations and is considered to be riskier than VIIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.