USBLX vs. PRWCX
Compare and contrast key facts about USAA Growth and Tax Strategy Fund (USBLX) and T. Rowe Price Capital Appreciation Fund (PRWCX).
USBLX is managed by Victory Capital. It was launched on Jan 10, 1989. PRWCX is managed by T. Rowe Price. It was launched on Jun 30, 1986.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: USBLX or PRWCX.
Correlation
The correlation between USBLX and PRWCX is 0.81, 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
USBLX vs. PRWCX - Performance Comparison
Key characteristics
USBLX:
2.13
PRWCX:
1.86
USBLX:
2.93
PRWCX:
2.53
USBLX:
1.40
PRWCX:
1.34
USBLX:
3.84
PRWCX:
1.09
USBLX:
13.02
PRWCX:
14.12
USBLX:
1.08%
PRWCX:
1.01%
USBLX:
6.59%
PRWCX:
7.65%
USBLX:
-34.42%
PRWCX:
-45.33%
USBLX:
-2.64%
PRWCX:
-2.07%
Returns By Period
The year-to-date returns for both stocks are quite close, with USBLX having a 13.64% return and PRWCX slightly lower at 13.38%. Over the past 10 years, USBLX has outperformed PRWCX with an annualized return of 7.15%, while PRWCX has yielded a comparatively lower 5.28% annualized return.
USBLX
13.64%
-0.95%
4.74%
13.87%
7.20%
7.15%
PRWCX
13.38%
-0.55%
6.03%
13.91%
5.43%
5.28%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
USBLX vs. PRWCX - Expense Ratio Comparison
USBLX has a 0.58% expense ratio, which is lower than PRWCX's 0.68% expense ratio.
Risk-Adjusted Performance
USBLX vs. PRWCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for USAA Growth and Tax Strategy Fund (USBLX) and T. Rowe Price Capital Appreciation Fund (PRWCX). 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
USBLX vs. PRWCX - Dividend Comparison
USBLX's dividend yield for the trailing twelve months is around 1.90%, less than PRWCX's 10.30% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USBLX USAA Growth and Tax Strategy Fund | 1.90% | 2.12% | 1.73% | 1.66% | 1.89% | 1.95% | 2.50% | 2.16% | 2.31% | 2.68% | 2.39% | 2.37% |
PRWCX T. Rowe Price Capital Appreciation Fund | 10.30% | 2.11% | 1.57% | 0.95% | 1.17% | 1.54% | 2.53% | 1.31% | 1.57% | 1.52% | 1.42% | 1.13% |
Drawdowns
USBLX vs. PRWCX - Drawdown Comparison
The maximum USBLX drawdown since its inception was -34.42%, smaller than the maximum PRWCX drawdown of -45.33%. Use the drawdown chart below to compare losses from any high point for USBLX and PRWCX. For additional features, visit the drawdowns tool.
Volatility
USBLX vs. PRWCX - Volatility Comparison
USAA Growth and Tax Strategy Fund (USBLX) has a higher volatility of 2.48% compared to T. Rowe Price Capital Appreciation Fund (PRWCX) at 2.31%. This indicates that USBLX's price experiences larger fluctuations and is considered to be riskier than PRWCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.