TRVLX vs. MADVX

In the year-to-date period, TRVLX achieves a 3.90% return, which is significantly lower than MADVX's 5.86% return. Over the past 10 years, TRVLX has outperformed MADVX with an annualized return of 9.31%, while MADVX has yielded a comparatively lower 7.94% annualized return.

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TRVLX has a 0.65% expense ratio, which is lower than MADVX's 0.68% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Value Fund (TRVLX) and BlackRock Equity Dividend Fund (MADVX). 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.

The current TRVLX Sharpe Ratio is 0.56, which is comparable to the MADVX Sharpe Ratio of 0.63. The chart below compares the historical Sharpe Ratios of TRVLX and MADVX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

TRVLX's dividend yield for the trailing twelve months is around 8.18%, less than MADVX's 10.55% yield.

The maximum TRVLX drawdown since its inception was -60.22%, which is greater than MADVX's maximum drawdown of -50.00%. Use the drawdown chart below to compare losses from any high point for TRVLX and MADVX.

T. Rowe Price Value Fund (TRVLX) and BlackRock Equity Dividend Fund (MADVX) have volatilities of 4.11% and 3.98%, 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.