TRMCX vs. VOO
Compare and contrast key facts about T. Rowe Price Mid-Cap Value Fund (TRMCX) and Vanguard S&P 500 ETF (VOO).
TRMCX is managed by T. Rowe Price. It was launched on Jun 28, 1996. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TRMCX or VOO.
Correlation
The correlation between TRMCX and VOO 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. VOO - Performance Comparison
Key characteristics
TRMCX:
-0.55
VOO:
0.63
TRMCX:
-0.57
VOO:
0.92
TRMCX:
0.91
VOO:
1.12
TRMCX:
-0.46
VOO:
0.87
TRMCX:
-1.09
VOO:
2.88
TRMCX:
8.98%
VOO:
3.04%
TRMCX:
17.88%
VOO:
13.87%
TRMCX:
-60.52%
VOO:
-33.99%
TRMCX:
-19.15%
VOO:
-8.18%
Returns By Period
In the year-to-date period, TRMCX achieves a -2.94% return, which is significantly higher than VOO's -3.94% return. Over the past 10 years, TRMCX has underperformed VOO with an annualized return of 1.49%, while VOO has yielded a comparatively higher 12.55% annualized return.
TRMCX
-2.94%
-4.26%
-13.23%
-9.15%
10.96%
1.49%
VOO
-3.94%
-5.26%
-0.67%
8.88%
19.28%
12.55%
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TRMCX vs. VOO - Expense Ratio Comparison
TRMCX has a 0.77% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
TRMCX vs. VOO — Risk-Adjusted Performance Rank
TRMCX
VOO
TRMCX vs. VOO - 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 S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
TRMCX's dividend yield for the trailing twelve months is around 1.48%, more than VOO's 1.35% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRMCX T. Rowe Price Mid-Cap Value Fund | 1.48% | 1.44% | 1.14% | 0.89% | 1.01% | 1.01% | 1.47% | 1.23% | 1.09% | 0.93% | 1.36% | 1.08% |
VOO Vanguard S&P 500 ETF | 1.35% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
TRMCX vs. VOO - Drawdown Comparison
The maximum TRMCX drawdown since its inception was -60.52%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for TRMCX and VOO. For additional features, visit the drawdowns tool.
Volatility
TRMCX vs. VOO - Volatility Comparison
The current volatility for T. Rowe Price Mid-Cap Value Fund (TRMCX) is 5.06%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.76%. This indicates that TRMCX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.