TRMCX vs. RPMGX

The year-to-date returns for both investments are quite close, with TRMCX having a -9.02% return and RPMGX slightly higher at -8.60%. Over the past 10 years, TRMCX has underperformed RPMGX with an annualized return of 0.77%, while RPMGX has yielded a comparatively higher 1.22% annualized return.

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TRMCX has a 0.77% expense ratio, which is higher than RPMGX's 0.72% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Mid-Cap Value Fund (TRMCX) and T. Rowe Price Mid-Cap Growth Fund (RPMGX). 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 TRMCX Sharpe Ratio is -0.48, which is comparable to the RPMGX Sharpe Ratio of -0.46. The chart below compares the historical Sharpe Ratios of TRMCX and RPMGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

TRMCX's dividend yield for the trailing twelve months is around 15.61%, while RPMGX has not paid dividends to shareholders.

The maximum TRMCX drawdown since its inception was -60.52%, roughly equal to the maximum RPMGX drawdown of -58.69%. Use the drawdown chart below to compare losses from any high point for TRMCX and RPMGX. For additional features, visit the drawdowns tool.

T. Rowe Price Mid-Cap Value Fund (TRMCX) and T. Rowe Price Mid-Cap Growth Fund (RPMGX) have volatilities of 13.93% and 13.53%, 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.