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:
-0.48
VOO:
0.57
TRMCX:
-0.50
VOO:
0.92
TRMCX:
0.92
VOO:
1.13
TRMCX:
-0.35
VOO:
0.58
TRMCX:
-0.97
VOO:
2.42
TRMCX:
11.10%
VOO:
4.51%
TRMCX:
22.22%
VOO:
19.17%
TRMCX:
-60.52%
VOO:
-33.99%
TRMCX:
-24.22%
VOO:
-10.56%
Returns By Period
In the year-to-date period, TRMCX achieves a -9.02% return, which is significantly lower than VOO's -6.43% return. Over the past 10 years, TRMCX has underperformed VOO with an annualized return of 0.77%, while VOO has yielded a comparatively higher 12.02% annualized return.
TRMCX
-9.02%
-8.19%
-19.35%
-11.72%
6.76%
0.77%
VOO
-6.43%
-4.99%
-5.02%
9.61%
15.88%
12.02%
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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 15.61%, more than VOO's 1.39% 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% |
VOO Vanguard S&P 500 ETF | 1.39% | 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
T. Rowe Price Mid-Cap Value Fund (TRMCX) and Vanguard S&P 500 ETF (VOO) have volatilities of 13.93% and 13.97%, 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.