TROW vs. BAC
Compare and contrast key facts about T. Rowe Price Group, Inc. (TROW) and Bank of America Corporation (BAC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TROW or BAC.
Key characteristics
| TROW | BAC | |
|---|---|---|
| YTD Return | -0.44% | 20.88% |
| 1Y Return | -1.70% | 42.44% |
| 3Y Return (Ann) | -19.02% | 1.35% |
| 5Y Return (Ann) | 2.76% | 10.61% |
| 10Y Return (Ann) | 6.28% | 11.84% |
| Sharpe Ratio | -0.07 | 1.77 |
| Daily Std Dev | 24.04% | 23.58% |
| Max Drawdown | -67.43% | -93.45% |
| Current Drawdown | -47.23% | -13.03% |
Fundamentals
| TROW | BAC | |
|---|---|---|
| Market Cap | $24.02B | $310.00B |
| EPS | $8.47 | $2.85 |
| PE Ratio | 12.74 | 14.02 |
| PEG Ratio | 4.62 | 1.98 |
| Total Revenue (TTM) | $6.80B | $121.63B |
| Gross Profit (TTM) | $5.58B | $83.30B |
| EBITDA (TTM) | $2.35B | $19.72B |
Correlation
The correlation between TROW and BAC is 0.45, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
TROW vs. BAC - Performance Comparison
In the year-to-date period, TROW achieves a -0.44% return, which is significantly lower than BAC's 20.88% return. Over the past 10 years, TROW has underperformed BAC with an annualized return of 6.28%, while BAC has yielded a comparatively higher 11.84% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
TROW vs. BAC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Group, Inc. (TROW) and Bank of America Corporation (BAC). 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
TROW vs. BAC - Dividend Comparison
TROW's dividend yield for the trailing twelve months is around 4.69%, more than BAC's 2.39% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TROW T. Rowe Price Group, Inc. | 4.69% | 4.53% | 4.40% | 3.72% | 2.38% | 2.50% | 3.03% | 2.14% | 2.83% | 5.67% | 2.05% | 1.81% |
BAC Bank of America Corporation | 2.39% | 2.73% | 2.60% | 1.75% | 2.38% | 1.87% | 2.19% | 1.32% | 1.13% | 1.19% | 0.67% | 0.26% |
Drawdowns
TROW vs. BAC - Drawdown Comparison
The maximum TROW drawdown since its inception was -67.43%, smaller than the maximum BAC drawdown of -93.45%. Use the drawdown chart below to compare losses from any high point for TROW and BAC. For additional features, visit the drawdowns tool.
Volatility
TROW vs. BAC - Volatility Comparison
T. Rowe Price Group, Inc. (TROW) and Bank of America Corporation (BAC) have volatilities of 7.78% and 7.72%, 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.
Financials
TROW vs. BAC - Financials Comparison
This section allows you to compare key financial metrics between T. Rowe Price Group, Inc. and Bank of America Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities