VFMFX vs. TRMCX
Compare and contrast key facts about Vanguard U.S. Multifactor Fund Admiral Shares (VFMFX) and T. Rowe Price Mid-Cap Value Fund (TRMCX).
VFMFX is managed by Vanguard. It was launched on Feb 15, 2018. TRMCX is managed by T. Rowe Price. It was launched on Jun 28, 1996.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VFMFX or TRMCX.
Correlation
The correlation between VFMFX and TRMCX is 0.92, 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
VFMFX vs. TRMCX - Performance Comparison
Key characteristics
VFMFX:
1.15
TRMCX:
0.33
VFMFX:
1.67
TRMCX:
0.50
VFMFX:
1.21
TRMCX:
1.09
VFMFX:
1.83
TRMCX:
0.33
VFMFX:
5.18
TRMCX:
0.98
VFMFX:
3.41%
TRMCX:
5.96%
VFMFX:
15.26%
TRMCX:
17.59%
VFMFX:
-41.18%
TRMCX:
-60.52%
VFMFX:
-4.69%
TRMCX:
-13.47%
Returns By Period
In the year-to-date period, VFMFX achieves a 4.38% return, which is significantly higher than TRMCX's 3.88% return.
VFMFX
4.38%
4.38%
9.74%
19.16%
13.46%
N/A
TRMCX
3.88%
3.88%
-1.45%
6.09%
5.35%
2.41%
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VFMFX vs. TRMCX - Expense Ratio Comparison
VFMFX has a 0.18% expense ratio, which is lower than TRMCX's 0.77% expense ratio.
Risk-Adjusted Performance
VFMFX vs. TRMCX — Risk-Adjusted Performance Rank
VFMFX
TRMCX
VFMFX vs. TRMCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard U.S. Multifactor Fund Admiral Shares (VFMFX) and T. Rowe Price Mid-Cap Value Fund (TRMCX). 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
VFMFX vs. TRMCX - Dividend Comparison
VFMFX's dividend yield for the trailing twelve months is around 1.57%, more than TRMCX's 1.38% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VFMFX Vanguard U.S. Multifactor Fund Admiral Shares | 1.57% | 1.64% | 1.67% | 2.09% | 1.37% | 1.48% | 1.63% | 1.45% | 0.00% | 0.00% | 0.00% | 0.00% |
TRMCX T. Rowe Price Mid-Cap Value Fund | 1.38% | 1.44% | 1.14% | 0.89% | 1.01% | 1.01% | 1.47% | 1.23% | 1.09% | 0.93% | 1.36% | 1.08% |
Drawdowns
VFMFX vs. TRMCX - Drawdown Comparison
The maximum VFMFX drawdown since its inception was -41.18%, smaller than the maximum TRMCX drawdown of -60.52%. Use the drawdown chart below to compare losses from any high point for VFMFX and TRMCX. For additional features, visit the drawdowns tool.
Volatility
VFMFX vs. TRMCX - Volatility Comparison
Vanguard U.S. Multifactor Fund Admiral Shares (VFMFX) and T. Rowe Price Mid-Cap Value Fund (TRMCX) have volatilities of 3.50% and 3.38%, 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.