TRMCX vs. RPMGX

In the year-to-date period, TRMCX achieves a 22.72% return, which is significantly higher than RPMGX's 13.56% return. Over the past 10 years, TRMCX has outperformed RPMGX with an annualized return of 10.63%, while RPMGX has yielded a comparatively lower 3.35% 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 2.08, which is higher than the RPMGX Sharpe Ratio of 1.16. 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 0.93%, more than RPMGX's 0.05% yield.

The maximum TRMCX drawdown since its inception was -55.28%, smaller than 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.

The current volatility for T. Rowe Price Mid-Cap Value Fund (TRMCX) is 4.08%, while T. Rowe Price Mid-Cap Growth Fund (RPMGX) has a volatility of 4.46%. This indicates that TRMCX experiences smaller price fluctuations and is considered to be less risky than RPMGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.