TRULX vs. ACUSX
Compare and contrast key facts about T. Rowe Price US Large-Cap Core (TRULX) and Advisors Capital US Dividend Fund (ACUSX).
TRULX is an actively managed fund by T. Rowe Price. It was launched on Jun 26, 2009. ACUSX is managed by Advisors Capital. It was launched on Mar 18, 2021.
Performance
TRULX vs. ACUSX - Performance Comparison
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TRULX vs. ACUSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
TRULX T. Rowe Price US Large-Cap Core | -2.32% | 21.53% | 22.97% | 22.61% | -15.14% | 20.96% |
ACUSX Advisors Capital US Dividend Fund | -0.93% | 13.11% | 15.45% | 17.27% | -21.05% | 15.90% |
Returns By Period
In the year-to-date period, TRULX achieves a -2.32% return, which is significantly lower than ACUSX's -0.93% return.
TRULX
- 1D
- 0.50%
- 1M
- -4.18%
- YTD
- -2.32%
- 6M
- 6.86%
- 1Y
- 21.79%
- 3Y*
- 19.80%
- 5Y*
- 12.34%
- 10Y*
- 13.40%
ACUSX
- 1D
- 0.36%
- 1M
- -3.69%
- YTD
- -0.93%
- 6M
- -0.86%
- 1Y
- 13.90%
- 3Y*
- 13.20%
- 5Y*
- 6.25%
- 10Y*
- —
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TRULX vs. ACUSX - Expense Ratio Comparison
TRULX has a 0.64% expense ratio, which is lower than ACUSX's 1.95% expense ratio.
Return for Risk
TRULX vs. ACUSX — Risk / Return Rank
TRULX
ACUSX
TRULX vs. ACUSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price US Large-Cap Core (TRULX) and Advisors Capital US Dividend Fund (ACUSX). 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.
| TRULX | ACUSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.25 | 0.96 | +0.29 |
Sortino ratioReturn per unit of downside risk | 1.97 | 1.45 | +0.52 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.22 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 2.05 | 1.42 | +0.63 |
Martin ratioReturn relative to average drawdown | 9.50 | 6.64 | +2.86 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| TRULX | ACUSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.25 | 0.96 | +0.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.76 | 0.01 | +0.76 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.86 | 0.01 | +0.86 |
Correlation
The correlation between TRULX and ACUSX is 0.92, 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.
Dividends
TRULX vs. ACUSX - Dividend Comparison
TRULX's dividend yield for the trailing twelve months is around 15.40%, while ACUSX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRULX T. Rowe Price US Large-Cap Core | 15.40% | 15.04% | 6.66% | 0.45% | 4.27% | 7.28% | 0.85% | 3.55% | 7.89% | 2.10% | 0.94% | 5.23% |
ACUSX Advisors Capital US Dividend Fund | 0.00% | 0.00% | 0.04% | 0.19% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
TRULX vs. ACUSX - Drawdown Comparison
The maximum TRULX drawdown since its inception was -33.68%, smaller than the maximum ACUSX drawdown of -96.85%. Use the drawdown chart below to compare losses from any high point for TRULX and ACUSX.
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Drawdown Indicators
| TRULX | ACUSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.68% | -96.85% | +63.17% |
Max Drawdown (1Y)Largest decline over 1 year | -8.57% | -6.92% | -1.65% |
Max Drawdown (5Y)Largest decline over 5 years | -22.91% | -96.85% | +73.94% |
Max Drawdown (10Y)Largest decline over 10 years | -33.68% | — | — |
Current DrawdownCurrent decline from peak | -5.73% | -96.00% | +90.27% |
Average DrawdownAverage peak-to-trough decline | -3.67% | -29.62% | +25.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.42% | 2.24% | +0.18% |
Volatility
TRULX vs. ACUSX - Volatility Comparison
T. Rowe Price US Large-Cap Core (TRULX) has a higher volatility of 5.01% compared to Advisors Capital US Dividend Fund (ACUSX) at 4.08%. This indicates that TRULX's price experiences larger fluctuations and is considered to be riskier than ACUSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TRULX | ACUSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.01% | 4.08% | +0.93% |
Volatility (6M)Calculated over the trailing 6-month period | 10.77% | 7.92% | +2.85% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.04% | 15.39% | +2.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.22% | 1,173.45% | -1,157.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.09% | 1,169.27% | -1,152.18% |