VWNFX vs. PRDMX

In the year-to-date period, VWNFX achieves a -3.70% return, which is significantly higher than PRDMX's -4.89% return. Over the past 10 years, VWNFX has underperformed PRDMX with an annualized return of 3.64%, while PRDMX has yielded a comparatively higher 6.01% annualized return.

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VWNFX has a 0.34% expense ratio, which is lower than PRDMX's 0.79% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Vanguard Windsor II Fund Investor Shares (VWNFX) and T. Rowe Price Diversified Mid Cap Growth Fund (PRDMX). 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 VWNFX Sharpe Ratio is -0.26, which is lower than the PRDMX Sharpe Ratio of 0.11. The chart below compares the historical Sharpe Ratios of VWNFX and PRDMX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VWNFX's dividend yield for the trailing twelve months is around 1.74%, while PRDMX has not paid dividends to shareholders.

The maximum VWNFX drawdown since its inception was -61.76%, roughly equal to the maximum PRDMX drawdown of -59.84%. Use the drawdown chart below to compare losses from any high point for VWNFX and PRDMX. For additional features, visit the drawdowns tool.

The current volatility for Vanguard Windsor II Fund Investor Shares (VWNFX) is 12.68%, while T. Rowe Price Diversified Mid Cap Growth Fund (PRDMX) has a volatility of 16.32%. This indicates that VWNFX experiences smaller price fluctuations and is considered to be less risky than PRDMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.