TRSSX vs. PRCOX
Compare and contrast key facts about T. Rowe Price Institutional Small Cap Stock Fund (TRSSX) and T. Rowe Price U.S. Equity Research Fund (PRCOX).
TRSSX is managed by T. Rowe Price. It was launched on Mar 31, 2000. PRCOX is managed by T. Rowe Price. It was launched on Nov 30, 1994.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TRSSX or PRCOX.
Correlation
The correlation between TRSSX and PRCOX is 0.87, 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
TRSSX vs. PRCOX - Performance Comparison
Key characteristics
TRSSX:
-0.41
PRCOX:
0.53
TRSSX:
-0.34
PRCOX:
0.87
TRSSX:
0.94
PRCOX:
1.13
TRSSX:
-0.26
PRCOX:
0.55
TRSSX:
-0.81
PRCOX:
2.23
TRSSX:
14.33%
PRCOX:
4.70%
TRSSX:
28.45%
PRCOX:
19.77%
TRSSX:
-65.07%
PRCOX:
-58.69%
TRSSX:
-38.85%
PRCOX:
-10.89%
Returns By Period
In the year-to-date period, TRSSX achieves a -7.48% return, which is significantly lower than PRCOX's -6.84% return. Over the past 10 years, TRSSX has underperformed PRCOX with an annualized return of 1.11%, while PRCOX has yielded a comparatively higher 9.61% annualized return.
TRSSX
-7.48%
-5.11%
-20.65%
-13.05%
2.63%
1.11%
PRCOX
-6.84%
-5.01%
-5.14%
9.27%
15.94%
9.61%
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TRSSX vs. PRCOX - Expense Ratio Comparison
TRSSX has a 0.66% expense ratio, which is higher than PRCOX's 0.42% expense ratio.
Risk-Adjusted Performance
TRSSX vs. PRCOX — Risk-Adjusted Performance Rank
TRSSX
PRCOX
TRSSX vs. PRCOX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Institutional Small Cap Stock Fund (TRSSX) and T. Rowe Price U.S. Equity Research Fund (PRCOX). 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
TRSSX vs. PRCOX - Dividend Comparison
TRSSX's dividend yield for the trailing twelve months is around 0.78%, more than PRCOX's 0.69% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRSSX T. Rowe Price Institutional Small Cap Stock Fund | 0.78% | 0.72% | 0.44% | 0.23% | 0.06% | 0.16% | 0.16% | 0.25% | 0.34% | 0.27% | 0.43% | 0.34% |
PRCOX T. Rowe Price U.S. Equity Research Fund | 0.69% | 0.64% | 1.17% | 0.88% | 0.69% | 0.87% | 0.55% | 1.23% | 1.07% | 1.24% | 1.64% | 1.12% |
Drawdowns
TRSSX vs. PRCOX - Drawdown Comparison
The maximum TRSSX drawdown since its inception was -65.07%, which is greater than PRCOX's maximum drawdown of -58.69%. Use the drawdown chart below to compare losses from any high point for TRSSX and PRCOX. For additional features, visit the drawdowns tool.
Volatility
TRSSX vs. PRCOX - Volatility Comparison
T. Rowe Price Institutional Small Cap Stock Fund (TRSSX) and T. Rowe Price U.S. Equity Research Fund (PRCOX) have volatilities of 13.77% and 14.32%, 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.