Correlation
The correlation between TRSSX and VFFSX is 0.84, 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.
TRSSX vs. VFFSX
Compare and contrast key facts about T. Rowe Price Institutional Small Cap Stock Fund (TRSSX) and Vanguard 500 Index Fund Institutional Select Shares (VFFSX).
TRSSX is managed by T. Rowe Price. It was launched on Mar 31, 2000. VFFSX is managed by Vanguard.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TRSSX or VFFSX.
Performance
TRSSX vs. VFFSX - Performance Comparison
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Key characteristics
TRSSX:
0.28
VFFSX:
0.73
TRSSX:
0.51
VFFSX:
1.04
TRSSX:
1.07
VFFSX:
1.15
TRSSX:
0.23
VFFSX:
0.69
TRSSX:
0.70
VFFSX:
2.62
TRSSX:
7.81%
VFFSX:
4.93%
TRSSX:
21.90%
VFFSX:
19.78%
TRSSX:
-56.38%
VFFSX:
-52.30%
TRSSX:
-11.18%
VFFSX:
-3.41%
Returns By Period
In the year-to-date period, TRSSX achieves a -3.46% return, which is significantly lower than VFFSX's 1.06% return.
TRSSX
-3.46%
1.48%
-10.93%
5.40%
6.38%
9.33%
9.03%
VFFSX
1.06%
4.09%
-1.35%
13.51%
14.40%
15.93%
N/A
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TRSSX vs. VFFSX - Expense Ratio Comparison
TRSSX has a 0.66% expense ratio, which is higher than VFFSX's 0.01% expense ratio.
Risk-Adjusted Performance
TRSSX vs. VFFSX — Risk-Adjusted Performance Rank
TRSSX
VFFSX
TRSSX vs. VFFSX - 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 Vanguard 500 Index Fund Institutional Select Shares (VFFSX). 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.
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Dividends
TRSSX vs. VFFSX - Dividend Comparison
TRSSX's dividend yield for the trailing twelve months is around 20.34%, more than VFFSX's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRSSX T. Rowe Price Institutional Small Cap Stock Fund | 20.34% | 19.63% | 5.45% | 5.37% | 8.52% | 4.54% | 6.13% | 13.45% | 6.53% | 0.80% | 7.07% | 6.10% |
VFFSX Vanguard 500 Index Fund Institutional Select Shares | 1.29% | 1.24% | 1.46% | 1.70% | 1.26% | 1.56% | 1.90% | 2.09% | 1.81% | 1.08% | 0.00% | 0.00% |
Drawdowns
TRSSX vs. VFFSX - Drawdown Comparison
The maximum TRSSX drawdown since its inception was -56.38%, which is greater than VFFSX's maximum drawdown of -52.30%. Use the drawdown chart below to compare losses from any high point for TRSSX and VFFSX.
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Volatility
TRSSX vs. VFFSX - Volatility Comparison
T. Rowe Price Institutional Small Cap Stock Fund (TRSSX) has a higher volatility of 5.76% compared to Vanguard 500 Index Fund Institutional Select Shares (VFFSX) at 4.83%. This indicates that TRSSX's price experiences larger fluctuations and is considered to be riskier than VFFSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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