VPCCX vs. OTCFX
Compare and contrast key facts about Vanguard PRIMECAP Core Fund (VPCCX) and T. Rowe Price Small-Cap Stock Fund (OTCFX).
VPCCX is managed by Vanguard. It was launched on Dec 9, 2004. OTCFX is managed by T. Rowe Price. It was launched on Jun 1, 1956.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VPCCX or OTCFX.
Correlation
The correlation between VPCCX and OTCFX is 0.88, 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
VPCCX vs. OTCFX - Performance Comparison
Key characteristics
VPCCX:
0.48
OTCFX:
-0.08
VPCCX:
0.68
OTCFX:
0.04
VPCCX:
1.11
OTCFX:
1.01
VPCCX:
0.66
OTCFX:
-0.05
VPCCX:
2.44
OTCFX:
-0.37
VPCCX:
3.15%
OTCFX:
4.53%
VPCCX:
16.00%
OTCFX:
21.89%
VPCCX:
-47.53%
OTCFX:
-62.09%
VPCCX:
-9.81%
OTCFX:
-29.43%
Returns By Period
In the year-to-date period, VPCCX achieves a 6.58% return, which is significantly higher than OTCFX's -2.90% return. Over the past 10 years, VPCCX has outperformed OTCFX with an annualized return of 10.72%, while OTCFX has yielded a comparatively lower 2.41% annualized return.
VPCCX
6.58%
-7.95%
-5.74%
7.33%
9.92%
10.72%
OTCFX
-2.90%
-18.52%
-3.33%
-2.71%
1.51%
2.41%
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VPCCX vs. OTCFX - Expense Ratio Comparison
VPCCX has a 0.46% expense ratio, which is lower than OTCFX's 0.85% expense ratio.
Risk-Adjusted Performance
VPCCX vs. OTCFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard PRIMECAP Core Fund (VPCCX) and T. Rowe Price Small-Cap Stock Fund (OTCFX). 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
VPCCX vs. OTCFX - Dividend Comparison
Neither VPCCX nor OTCFX has paid dividends to shareholders.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Vanguard PRIMECAP Core Fund | 0.00% | 1.25% | 1.34% | 0.70% | 1.23% | 1.39% | 1.38% | 1.07% | 1.25% | 1.17% | 1.25% | 0.92% |
T. Rowe Price Small-Cap Stock Fund | 0.00% | 0.22% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.04% | 0.13% | 0.13% | 0.11% | 0.00% |
Drawdowns
VPCCX vs. OTCFX - Drawdown Comparison
The maximum VPCCX drawdown since its inception was -47.53%, smaller than the maximum OTCFX drawdown of -62.09%. Use the drawdown chart below to compare losses from any high point for VPCCX and OTCFX. For additional features, visit the drawdowns tool.
Volatility
VPCCX vs. OTCFX - Volatility Comparison
The current volatility for Vanguard PRIMECAP Core Fund (VPCCX) is 10.10%, while T. Rowe Price Small-Cap Stock Fund (OTCFX) has a volatility of 15.66%. This indicates that VPCCX experiences smaller price fluctuations and is considered to be less risky than OTCFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.