TRMCX vs. MYISX
TRMCX (T. Rowe Price Mid-Cap Value Fund) and MYISX (Victory Integrity Small/Mid-Cap Value Fund) are both Mid Cap Value Equities funds. Over the past 10 years, TRMCX returned 11.56%/yr vs 11.37%/yr for MYISX. Their correlation of 0.94 means they have usually moved in the same direction. TRMCX charges 0.87%/yr vs 0.09%/yr for MYISX.
Performance
TRMCX vs. MYISX - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with TRMCX having a 21.17% return and MYISX slightly lower at 20.97%. Both investments have delivered pretty close results over the past 10 years, with TRMCX having a 11.56% annualized return and MYISX not far behind at 11.37%.
TRMCX
- 1D
- 0.85%
- 1M
- 0.91%
- 6M
- 13.81%
- YTD
- 21.17%
- 1Y
- 29.57%
- 3Y*
- 16.56%
- 5Y*
- 12.87%
- 10Y*
- 11.56%
- ALL TIME*
- 11.56%
MYISX
- 1D
- 1.15%
- 1M
- 2.21%
- 6M
- 13.55%
- YTD
- 20.97%
- 1Y
- 32.11%
- 3Y*
- 14.10%
- 5Y*
- 10.88%
- 10Y*
- 11.37%
- ALL TIME*
- 10.32%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
TRMCX vs. MYISX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TRMCX T. Rowe Price Mid-Cap Value Fund | 21.17% | 6.16% | 16.21% | 18.99% | -4.16% | 24.51% | 9.84% | 19.59% | -10.66% | 11.59% |
MYISX Victory Integrity Small/Mid-Cap Value Fund | 20.97% | 9.47% | 9.54% | 14.54% | -7.99% | 33.19% | 4.93% | 25.44% | -17.64% | 18.39% |
Correlation
The correlation between TRMCX and MYISX is 0.91, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.91 |
Correlation (3Y) Balances recent behavior with more history. | 0.93 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.94 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.94 |
Correlation (All Time) Calculated using the full available price history since Jul 5, 2011 | 0.94 |
The correlation between TRMCX and MYISX has been stable across timeframes, ranging from 0.91 to 0.94 - a consistent structural relationship.
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Return for Risk
TRMCX vs. MYISX — Risk / Return Rank
TRMCX
MYISX
TRMCX vs. MYISX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Mid-Cap Value Fund (TRMCX) and Victory Integrity Small/Mid-Cap Value Fund (MYISX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| TRMCX | MYISX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.01 | ||
| Sortino ratioReturn per unit of downside risk | -0.05 | ||
| Omega ratioGain probability vs. loss probability | 1.39 | 1.39 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 3.35 | 3.53 | -0.18 |
| Martin ratioReturn relative to average drawdown | 13.04 | 12.00 | +1.03 |
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Drawdowns
TRMCX vs. MYISX - Drawdown Comparison
The maximum TRMCX drawdown since its inception was -55.28%, which is greater than MYISX's maximum drawdown of -47.79%. Use the drawdown chart below to compare losses from any high point for TRMCX and MYISX.
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Drawdown Indicators
| TRMCX | MYISX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.28% | -47.79% | -7.49% |
Max Drawdown (1Y)Largest decline over 1 year | -9.41% | -9.67% | +0.26% |
Max Drawdown (3Y)Largest decline over 3 years | -29.60% | -26.51% | -3.09% |
Max Drawdown (5Y)Largest decline over 5 years | -29.60% | -26.51% | -3.09% |
Max Drawdown (10Y)Largest decline over 10 years | -39.41% | -47.79% | +8.38% |
Current DrawdownCurrent decline from peak | -0.38% | 0.00% | -0.38% |
Average DrawdownAverage peak-to-trough decline | -6.61% | -6.71% | +0.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.41% | 2.84% | -0.43% |
Volatility
TRMCX vs. MYISX - Volatility Comparison
T. Rowe Price Mid-Cap Value Fund (TRMCX) and Victory Integrity Small/Mid-Cap Value Fund (MYISX) have volatilities of 3.15% and 3.27%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TRMCX | MYISX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.15% | 3.27% | -0.12% |
Volatility (6M)Calculated over the trailing 6-month period | 10.87% | 10.95% | -0.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.41% | 15.50% | -1.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.24% | 20.87% | -1.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.57% | 23.19% | -3.62% |
TRMCX vs. MYISX - Expense Ratio Comparison
TRMCX has a 0.87% expense ratio, which is higher than MYISX's 0.09% expense ratio.
Dividends
TRMCX vs. MYISX - Dividend Comparison
TRMCX's dividend yield for the trailing twelve months is around 4.48%, more than MYISX's 3.59% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MYISX Victory Integrity Small/Mid-Cap Value Fund | 3.59% | 4.34% | 10.86% | 2.35% | 10.17% | 6.45% | 1.60% | 0.75% | 4.74% | 1.52% | 0.10% | 0.41% |
TRMCX T. Rowe Price Mid-Cap Value Fund | 4.48% | 5.43% | 14.20% | 7.65% | 13.92% | 9.22% | 3.79% | 4.25% | 12.13% | 6.58% | 6.74% | 11.39% |
Frequently Asked Questions
With a correlation of 0.91, TRMCX and MYISX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
MYISX has higher volatility (3.27%) compared to TRMCX (3.15%). In terms of maximum drawdown, TRMCX dropped -55.28% vs MYISX's -47.79%.
MYISX currently has the higher Sharpe Ratio (2.21 vs 2.19), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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