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:
0.25
VOO:
2.25
TRMCX:
0.40
VOO:
2.98
TRMCX:
1.07
VOO:
1.42
TRMCX:
0.25
VOO:
3.31
TRMCX:
1.31
VOO:
14.77
TRMCX:
3.54%
VOO:
1.90%
TRMCX:
18.33%
VOO:
12.46%
TRMCX:
-55.28%
VOO:
-33.99%
TRMCX:
-17.66%
VOO:
-2.47%
Returns By Period
In the year-to-date period, TRMCX achieves a 2.37% return, which is significantly lower than VOO's 26.02% return. Over the past 10 years, TRMCX has underperformed VOO with an annualized return of 8.55%, while VOO has yielded a comparatively higher 13.08% annualized return.
TRMCX
2.37%
-15.64%
-5.39%
2.87%
9.92%
8.55%
VOO
26.02%
-0.11%
9.35%
26.45%
14.79%
13.08%
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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 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 has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 0.91%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRMCX T. Rowe Price Mid-Cap Value Fund | 0.00% | 1.14% | 0.89% | 1.01% | 1.01% | 1.47% | 1.23% | 1.09% | 0.93% | 1.36% | 1.08% | 0.73% |
VOO Vanguard S&P 500 ETF | 0.91% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
TRMCX vs. VOO - Drawdown Comparison
The maximum TRMCX drawdown since its inception was -55.28%, 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) has a higher volatility of 14.03% compared to Vanguard S&P 500 ETF (VOO) at 3.75%. This indicates that TRMCX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.