TRVLX vs. MO
Compare and contrast key facts about T. Rowe Price Value Fund (TRVLX) and Altria Group, Inc. (MO).
TRVLX is managed by T. Rowe Price.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TRVLX or MO.
Correlation
The correlation between TRVLX and MO is 0.39, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
TRVLX vs. MO - Performance Comparison
Key characteristics
TRVLX:
0.65
MO:
2.38
TRVLX:
0.86
MO:
3.53
TRVLX:
1.15
MO:
1.46
TRVLX:
0.57
MO:
2.26
TRVLX:
3.15
MO:
12.80
TRVLX:
2.72%
MO:
3.31%
TRVLX:
13.10%
MO:
17.80%
TRVLX:
-60.22%
MO:
-82.48%
TRVLX:
-14.10%
MO:
-6.75%
Returns By Period
In the year-to-date period, TRVLX achieves a 6.37% return, which is significantly lower than MO's 42.16% return. Over the past 10 years, TRVLX has outperformed MO with an annualized return of 8.35%, while MO has yielded a comparatively lower 7.09% annualized return.
TRVLX
6.37%
-12.65%
-4.02%
7.03%
8.75%
8.35%
MO
42.16%
-3.82%
20.02%
42.27%
9.61%
7.09%
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Risk-Adjusted Performance
TRVLX vs. MO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Value Fund (TRVLX) and Altria Group, Inc. (MO). 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
TRVLX vs. MO - Dividend Comparison
TRVLX has not paid dividends to shareholders, while MO's dividend yield for the trailing twelve months is around 5.53%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRVLX T. Rowe Price Value Fund | 0.00% | 1.33% | 1.39% | 0.75% | 0.68% | 1.69% | 1.77% | 1.31% | 1.66% | 2.08% | 1.24% | 1.21% |
MO Altria Group, Inc. | 5.53% | 9.52% | 8.05% | 7.43% | 8.29% | 6.57% | 6.07% | 3.56% | 3.48% | 3.73% | 4.06% | 4.79% |
Drawdowns
TRVLX vs. MO - Drawdown Comparison
The maximum TRVLX drawdown since its inception was -60.22%, smaller than the maximum MO drawdown of -82.48%. Use the drawdown chart below to compare losses from any high point for TRVLX and MO. For additional features, visit the drawdowns tool.
Volatility
TRVLX vs. MO - Volatility Comparison
T. Rowe Price Value Fund (TRVLX) has a higher volatility of 8.82% compared to Altria Group, Inc. (MO) at 4.83%. This indicates that TRVLX's price experiences larger fluctuations and is considered to be riskier than MO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.