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.
Performance
USBLX vs. PRWCX - Performance Comparison
Returns By Period
The year-to-date returns for both stocks are quite close, with USBLX having a 14.74% return and PRWCX slightly lower at 14.01%. Over the past 10 years, USBLX has underperformed PRWCX with an annualized return of 7.36%, while PRWCX has yielded a comparatively higher 10.66% annualized return.
USBLX
14.74%
2.20%
8.31%
20.37%
7.84%
7.36%
PRWCX
14.01%
1.28%
7.78%
19.33%
11.37%
10.66%
Key characteristics
| USBLX | PRWCX | |
|---|---|---|
| Sharpe Ratio | 3.24 | 2.56 |
| Sortino Ratio | 4.61 | 3.54 |
| Omega Ratio | 1.63 | 1.48 |
| Calmar Ratio | 2.88 | 5.80 |
| Martin Ratio | 20.50 | 20.32 |
| Ulcer Index | 0.99% | 0.95% |
| Daily Std Dev | 6.29% | 7.54% |
| Max Drawdown | -34.42% | -41.77% |
| Current Drawdown | -0.14% | -0.72% |
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USBLX vs. PRWCX - Expense Ratio Comparison
USBLX has a 0.58% expense ratio, which is lower than PRWCX's 0.68% expense ratio.
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.
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 2.05%, more than PRWCX's 1.85% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USBLX USAA Growth and Tax Strategy Fund | 2.05% | 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 | 1.85% | 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 -41.77%. 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
The current volatility for USAA Growth and Tax Strategy Fund (USBLX) is 1.87%, while T. Rowe Price Capital Appreciation Fund (PRWCX) has a volatility of 2.60%. This indicates that USBLX experiences smaller price fluctuations and is considered to be less risky than PRWCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.