TRMCX vs. EZM
Compare and contrast key facts about T. Rowe Price Mid-Cap Value Fund (TRMCX) and WisdomTree U.S. MidCap Fund (EZM).
TRMCX is managed by T. Rowe Price. It was launched on Jun 28, 1996. EZM is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree U.S Mid Cap Index. It was launched on Feb 23, 2007.
Performance
TRMCX vs. EZM - Performance Comparison
Loading graphics...
TRMCX vs. EZM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TRMCX T. Rowe Price Mid-Cap Value Fund | 3.51% | 10.55% | 16.21% | 18.99% | -4.16% | 24.51% | 9.84% | 19.59% | -10.66% | 11.59% |
EZM WisdomTree U.S. MidCap Fund | 1.24% | 8.42% | 10.29% | 19.69% | -12.22% | 31.00% | 5.57% | 24.48% | -12.36% | 17.37% |
Returns By Period
In the year-to-date period, TRMCX achieves a 3.51% return, which is significantly higher than EZM's 1.24% return. Over the past 10 years, TRMCX has outperformed EZM with an annualized return of 11.17%, while EZM has yielded a comparatively lower 10.01% annualized return.
TRMCX
- 1D
- 2.68%
- 1M
- -6.54%
- YTD
- 3.51%
- 6M
- 9.26%
- 1Y
- 17.90%
- 3Y*
- 15.35%
- 5Y*
- 10.24%
- 10Y*
- 11.17%
EZM
- 1D
- 0.34%
- 1M
- -4.57%
- YTD
- 1.24%
- 6M
- 2.76%
- 1Y
- 14.58%
- 3Y*
- 12.20%
- 5Y*
- 7.01%
- 10Y*
- 10.01%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
TRMCX vs. EZM - Expense Ratio Comparison
TRMCX has a 0.77% expense ratio, which is higher than EZM's 0.38% expense ratio.
Return for Risk
TRMCX vs. EZM — Risk / Return Rank
TRMCX
EZM
TRMCX vs. EZM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Mid-Cap Value Fund (TRMCX) and WisdomTree U.S. MidCap Fund (EZM). 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.
| TRMCX | EZM | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.91 | 0.70 | +0.22 |
Sortino ratioReturn per unit of downside risk | 1.38 | 1.15 | +0.24 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.16 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.09 | 1.02 | +0.07 |
Martin ratioReturn relative to average drawdown | 4.35 | 4.15 | +0.20 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| TRMCX | EZM | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.91 | 0.70 | +0.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.34 | +0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.45 | +0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.39 | +0.23 |
Correlation
The correlation between TRMCX and EZM 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
TRMCX vs. EZM - Dividend Comparison
TRMCX's dividend yield for the trailing twelve months is around 9.17%, more than EZM's 1.38% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRMCX T. Rowe Price Mid-Cap Value Fund | 9.17% | 9.49% | 14.20% | 7.65% | 13.92% | 9.22% | 3.79% | 4.25% | 12.13% | 6.58% | 6.74% | 11.39% |
EZM WisdomTree U.S. MidCap Fund | 1.38% | 1.39% | 1.22% | 1.25% | 1.57% | 1.08% | 1.67% | 1.34% | 1.57% | 1.14% | 1.55% | 1.30% |
Drawdowns
TRMCX vs. EZM - Drawdown Comparison
The maximum TRMCX drawdown since its inception was -55.28%, smaller than the maximum EZM drawdown of -59.58%. Use the drawdown chart below to compare losses from any high point for TRMCX and EZM.
Loading graphics...
Drawdown Indicators
| TRMCX | EZM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.28% | -59.58% | +4.30% |
Max Drawdown (1Y)Largest decline over 1 year | -14.82% | -14.50% | -0.32% |
Max Drawdown (5Y)Largest decline over 5 years | -29.60% | -23.53% | -6.07% |
Max Drawdown (10Y)Largest decline over 10 years | -39.41% | -47.26% | +7.85% |
Current DrawdownCurrent decline from peak | -6.98% | -5.85% | -1.13% |
Average DrawdownAverage peak-to-trough decline | -6.65% | -8.33% | +1.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.71% | 3.56% | +0.15% |
Volatility
TRMCX vs. EZM - Volatility Comparison
T. Rowe Price Mid-Cap Value Fund (TRMCX) has a higher volatility of 5.95% compared to WisdomTree U.S. MidCap Fund (EZM) at 5.15%. This indicates that TRMCX's price experiences larger fluctuations and is considered to be riskier than EZM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| TRMCX | EZM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.95% | 5.15% | +0.80% |
Volatility (6M)Calculated over the trailing 6-month period | 11.05% | 11.17% | -0.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.85% | 21.04% | -1.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.30% | 20.50% | -1.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.65% | 22.36% | -2.71% |