TRULX vs. PRISX
Compare and contrast key facts about T. Rowe Price US Large-Cap Core (TRULX) and T. Rowe Price Financial Services Fund (PRISX).
TRULX is an actively managed fund by T. Rowe Price. It was launched on Jun 26, 2009. PRISX is managed by Blackrock. It was launched on Sep 30, 1996.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TRULX or PRISX.
Correlation
The correlation between TRULX and PRISX is 0.78, 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
TRULX vs. PRISX - Performance Comparison
Key characteristics
TRULX:
0.81
PRISX:
1.31
TRULX:
1.10
PRISX:
1.81
TRULX:
1.16
PRISX:
1.26
TRULX:
1.09
PRISX:
1.60
TRULX:
2.82
PRISX:
4.82
TRULX:
3.99%
PRISX:
4.57%
TRULX:
13.84%
PRISX:
16.83%
TRULX:
-33.68%
PRISX:
-71.82%
TRULX:
-8.26%
PRISX:
-8.71%
Returns By Period
In the year-to-date period, TRULX achieves a 1.55% return, which is significantly lower than PRISX's 4.03% return. Both investments have delivered pretty close results over the past 10 years, with TRULX having a 8.73% annualized return and PRISX not far behind at 8.47%.
TRULX
1.55%
-1.92%
-2.56%
8.44%
9.06%
8.73%
PRISX
4.03%
-0.89%
7.24%
20.92%
10.84%
8.47%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
TRULX vs. PRISX - Expense Ratio Comparison
TRULX has a 0.64% expense ratio, which is lower than PRISX's 0.88% expense ratio.
Risk-Adjusted Performance
TRULX vs. PRISX — Risk-Adjusted Performance Rank
TRULX
PRISX
TRULX vs. PRISX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price US Large-Cap Core (TRULX) and T. Rowe Price Financial Services Fund (PRISX). 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
TRULX vs. PRISX - Dividend Comparison
TRULX's dividend yield for the trailing twelve months is around 0.58%, less than PRISX's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRULX T. Rowe Price US Large-Cap Core | 0.58% | 0.59% | 0.45% | 0.22% | 0.47% | 0.39% | 1.08% | 1.26% | 0.88% | 0.94% | 0.58% | 0.54% |
PRISX T. Rowe Price Financial Services Fund | 1.19% | 1.24% | 2.00% | 1.99% | 1.25% | 1.49% | 1.53% | 1.77% | 0.86% | 0.89% | 1.18% | 1.08% |
Drawdowns
TRULX vs. PRISX - Drawdown Comparison
The maximum TRULX drawdown since its inception was -33.68%, smaller than the maximum PRISX drawdown of -71.82%. Use the drawdown chart below to compare losses from any high point for TRULX and PRISX. For additional features, visit the drawdowns tool.
Volatility
TRULX vs. PRISX - Volatility Comparison
The current volatility for T. Rowe Price US Large-Cap Core (TRULX) is 3.44%, while T. Rowe Price Financial Services Fund (PRISX) has a volatility of 3.66%. This indicates that TRULX experiences smaller price fluctuations and is considered to be less risky than PRISX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.