TRMCX vs. VGHCX
Compare and contrast key facts about T. Rowe Price Mid-Cap Value Fund (TRMCX) and Vanguard Health Care Fund Investor Shares (VGHCX).
TRMCX is managed by T. Rowe Price. It was launched on Jun 28, 1996. VGHCX is managed by Vanguard. It was launched on May 23, 1984.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TRMCX or VGHCX.
Correlation
The correlation between TRMCX and VGHCX is 0.85, 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
TRMCX vs. VGHCX - Performance Comparison
Key characteristics
TRMCX:
-0.48
VGHCX:
-0.40
TRMCX:
-0.50
VGHCX:
-0.45
TRMCX:
0.92
VGHCX:
0.94
TRMCX:
-0.35
VGHCX:
-0.24
TRMCX:
-0.97
VGHCX:
-0.58
TRMCX:
11.10%
VGHCX:
10.25%
TRMCX:
22.22%
VGHCX:
14.77%
TRMCX:
-60.52%
VGHCX:
-36.93%
TRMCX:
-24.22%
VGHCX:
-19.75%
Returns By Period
In the year-to-date period, TRMCX achieves a -9.02% return, which is significantly lower than VGHCX's -4.42% return. Over the past 10 years, TRMCX has underperformed VGHCX with an annualized return of 0.77%, while VGHCX has yielded a comparatively higher 5.64% annualized return.
TRMCX
-9.02%
-8.19%
-19.35%
-11.72%
6.76%
0.77%
VGHCX
-4.42%
-6.66%
-13.33%
-7.02%
4.80%
5.64%
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TRMCX vs. VGHCX - Expense Ratio Comparison
TRMCX has a 0.77% expense ratio, which is higher than VGHCX's 0.30% expense ratio.
Risk-Adjusted Performance
TRMCX vs. VGHCX — Risk-Adjusted Performance Rank
TRMCX
VGHCX
TRMCX vs. VGHCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Mid-Cap Value Fund (TRMCX) and Vanguard Health Care Fund Investor Shares (VGHCX). 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
TRMCX vs. VGHCX - Dividend Comparison
TRMCX's dividend yield for the trailing twelve months is around 15.61%, more than VGHCX's 10.13% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRMCX T. Rowe Price Mid-Cap Value Fund | 15.61% | 14.20% | 7.65% | 13.92% | 9.22% | 3.79% | 4.25% | 12.13% | 6.58% | 6.74% | 11.39% | 14.71% |
VGHCX Vanguard Health Care Fund Investor Shares | 10.13% | 13.05% | 7.17% | 5.44% | 8.31% | 7.96% | 11.82% | 9.18% | 7.30% | 8.54% | 8.16% | 13.02% |
Drawdowns
TRMCX vs. VGHCX - Drawdown Comparison
The maximum TRMCX drawdown since its inception was -60.52%, which is greater than VGHCX's maximum drawdown of -36.93%. Use the drawdown chart below to compare losses from any high point for TRMCX and VGHCX. For additional features, visit the drawdowns tool.
Volatility
TRMCX vs. VGHCX - Volatility Comparison
T. Rowe Price Mid-Cap Value Fund (TRMCX) has a higher volatility of 13.93% compared to Vanguard Health Care Fund Investor Shares (VGHCX) at 8.97%. This indicates that TRMCX's price experiences larger fluctuations and is considered to be riskier than VGHCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.