TRLGX vs. VSMPX
Compare and contrast key facts about T. Rowe Price Large-Cap Growth Fund (TRLGX) and Vanguard Total Stock Market Index Fund Institutional Plus Shares (VSMPX).
TRLGX is managed by T. Rowe Price. It was launched on Oct 31, 2001. VSMPX is managed by Vanguard. It was launched on Apr 28, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TRLGX or VSMPX.
Key characteristics
| TRLGX | VSMPX | |
|---|---|---|
| YTD Return | 22.35% | 17.99% |
| 1Y Return | 34.58% | 27.67% |
| 3Y Return (Ann) | 5.63% | 8.34% |
| 5Y Return (Ann) | 17.33% | 14.48% |
| Sharpe Ratio | 2.12 | 2.12 |
| Daily Std Dev | 16.50% | 13.05% |
| Max Drawdown | -55.56% | -34.97% |
| Current Drawdown | -2.59% | -0.40% |
Correlation
The correlation between TRLGX and VSMPX is 0.91, 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
TRLGX vs. VSMPX - Performance Comparison
In the year-to-date period, TRLGX achieves a 22.35% return, which is significantly higher than VSMPX's 17.99% 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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TRLGX vs. VSMPX - Expense Ratio Comparison
TRLGX has a 0.55% expense ratio, which is higher than VSMPX's 0.02% expense ratio.
Risk-Adjusted Performance
TRLGX vs. VSMPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Large-Cap Growth Fund (TRLGX) and Vanguard Total Stock Market Index Fund Institutional Plus Shares (VSMPX). 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
TRLGX vs. VSMPX - Dividend Comparison
TRLGX's dividend yield for the trailing twelve months is around 1.66%, more than VSMPX's 1.32% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRLGX T. Rowe Price Large-Cap Growth Fund | 1.66% | 2.04% | 3.88% | 2.56% | 0.42% | 7.76% | 7.93% | 9.27% | 1.64% | 4.71% | 7.64% | 0.04% |
VSMPX Vanguard Total Stock Market Index Fund Institutional Plus Shares | 1.32% | 1.44% | 1.67% | 1.22% | 1.43% | 1.78% | 2.05% | 1.73% | 1.95% | 1.52% | 0.00% | 0.00% |
Drawdowns
TRLGX vs. VSMPX - Drawdown Comparison
The maximum TRLGX drawdown since its inception was -55.56%, which is greater than VSMPX's maximum drawdown of -34.97%. Use the drawdown chart below to compare losses from any high point for TRLGX and VSMPX. For additional features, visit the drawdowns tool.
Volatility
TRLGX vs. VSMPX - Volatility Comparison
T. Rowe Price Large-Cap Growth Fund (TRLGX) has a higher volatility of 4.96% compared to Vanguard Total Stock Market Index Fund Institutional Plus Shares (VSMPX) at 4.17%. This indicates that TRLGX's price experiences larger fluctuations and is considered to be riskier than VSMPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.