VBIAX vs. PRWCX

In the year-to-date period, VBIAX achieves a 2.19% return, which is significantly lower than PRWCX's 3.52% return. Over the past 10 years, VBIAX has underperformed PRWCX with an annualized return of 8.21%, while PRWCX has yielded a comparatively higher 10.45% annualized return.

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VBIAX has a 0.07% expense ratio, which is lower than PRWCX's 0.68% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Vanguard Balanced Index Fund Admiral Shares (VBIAX) 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.

The current VBIAX Sharpe Ratio is 0.89, which is comparable to the PRWCX Sharpe Ratio of 0.96. The chart below compares the historical Sharpe Ratios of VBIAX and PRWCX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VBIAX's dividend yield for the trailing twelve months is around 8.19%, less than PRWCX's 10.02% yield.

The maximum VBIAX drawdown since its inception was -35.90%, smaller than the maximum PRWCX drawdown of -41.77%. Use the drawdown chart below to compare losses from any high point for VBIAX and PRWCX.

Vanguard Balanced Index Fund Admiral Shares (VBIAX) and T. Rowe Price Capital Appreciation Fund (PRWCX) have volatilities of 3.04% and 3.01%, 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.