TRSSX vs. VSEQX
Compare and contrast key facts about T. Rowe Price Institutional Small Cap Stock Fund (TRSSX) and Vanguard Strategic Equity Fund (VSEQX).
TRSSX is managed by T. Rowe Price. It was launched on Mar 31, 2000. VSEQX is managed by Vanguard. It was launched on Aug 14, 1995.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TRSSX or VSEQX.
Correlation
The correlation between TRSSX and VSEQX is 0.95, 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. VSEQX - Performance Comparison
Key characteristics
TRSSX:
-0.15
VSEQX:
0.37
TRSSX:
-0.02
VSEQX:
0.57
TRSSX:
1.00
VSEQX:
1.10
TRSSX:
-0.10
VSEQX:
0.29
TRSSX:
-0.41
VSEQX:
1.18
TRSSX:
8.87%
VSEQX:
6.18%
TRSSX:
24.78%
VSEQX:
19.86%
TRSSX:
-65.07%
VSEQX:
-67.44%
TRSSX:
-31.55%
VSEQX:
-17.92%
Returns By Period
In the year-to-date period, TRSSX achieves a 3.58% return, which is significantly lower than VSEQX's 3.82% return. Both investments have delivered pretty close results over the past 10 years, with TRSSX having a 2.35% annualized return and VSEQX not far ahead at 2.45%.
TRSSX
3.58%
1.58%
-8.70%
-4.00%
0.02%
2.35%
VSEQX
3.82%
-0.37%
-0.78%
9.18%
3.40%
2.45%
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TRSSX vs. VSEQX - Expense Ratio Comparison
TRSSX has a 0.66% expense ratio, which is higher than VSEQX's 0.17% expense ratio.
Risk-Adjusted Performance
TRSSX vs. VSEQX — Risk-Adjusted Performance Rank
TRSSX
VSEQX
TRSSX vs. VSEQX - 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 Strategic Equity Fund (VSEQX). 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. VSEQX - Dividend Comparison
TRSSX's dividend yield for the trailing twelve months is around 0.69%, less than VSEQX's 1.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRSSX T. Rowe Price Institutional Small Cap Stock Fund | 0.69% | 0.72% | 0.44% | 0.23% | 0.06% | 0.16% | 0.16% | 0.25% | 0.34% | 0.27% | 0.43% | 0.34% |
VSEQX Vanguard Strategic Equity Fund | 1.23% | 1.28% | 1.51% | 1.49% | 1.36% | 1.32% | 1.33% | 1.45% | 1.35% | 1.57% | 1.79% | 1.10% |
Drawdowns
TRSSX vs. VSEQX - Drawdown Comparison
The maximum TRSSX drawdown since its inception was -65.07%, roughly equal to the maximum VSEQX drawdown of -67.44%. Use the drawdown chart below to compare losses from any high point for TRSSX and VSEQX. For additional features, visit the drawdowns tool.
Volatility
TRSSX vs. VSEQX - Volatility Comparison
T. Rowe Price Institutional Small Cap Stock Fund (TRSSX) and Vanguard Strategic Equity Fund (VSEQX) have volatilities of 3.59% and 3.62%, 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.