WSCVX vs. PRVIX
Compare and contrast key facts about Walthausen Small Cap Value Fund (WSCVX) and T. Rowe Price Small-Cap Value Fund Class I (PRVIX).
WSCVX is managed by Walthausen Funds. It was launched on Feb 1, 2008. PRVIX is a passively managed fund by T. Rowe Price that tracks the performance of the Russell 2000 Value Index. It was launched on Aug 28, 2015.
Performance
WSCVX vs. PRVIX - Performance Comparison
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WSCVX vs. PRVIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
WSCVX Walthausen Small Cap Value Fund | 5.18% | 13.80% | 29.11% | 7.98% |
PRVIX T. Rowe Price Small-Cap Value Fund Class I | 1.00% | 21.38% | 10.96% | 9.71% |
Returns By Period
In the year-to-date period, WSCVX achieves a 5.18% return, which is significantly higher than PRVIX's 1.00% return.
WSCVX
- 1D
- -0.97%
- 1M
- -8.52%
- YTD
- 5.18%
- 6M
- 7.26%
- 1Y
- 27.38%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
PRVIX
- 1D
- -0.92%
- 1M
- -6.73%
- YTD
- 1.00%
- 6M
- 15.65%
- 1Y
- 29.88%
- 3Y*
- 15.16%
- 5Y*
- 6.86%
- 10Y*
- 10.74%
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WSCVX vs. PRVIX - Expense Ratio Comparison
WSCVX has a 1.21% expense ratio, which is higher than PRVIX's 0.66% expense ratio.
Return for Risk
WSCVX vs. PRVIX — Risk / Return Rank
WSCVX
PRVIX
WSCVX vs. PRVIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Walthausen Small Cap Value Fund (WSCVX) and T. Rowe Price Small-Cap Value Fund Class I (PRVIX). 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.
| WSCVX | PRVIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.29 | 1.30 | -0.01 |
Sortino ratioReturn per unit of downside risk | 1.88 | 2.08 | -0.20 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.28 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.91 | 1.93 | -0.02 |
Martin ratioReturn relative to average drawdown | 7.28 | 8.07 | -0.79 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| WSCVX | PRVIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.29 | 1.30 | -0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.34 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.51 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.00 | 0.50 | +0.50 |
Correlation
The correlation between WSCVX and PRVIX 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.
Dividends
WSCVX vs. PRVIX - Dividend Comparison
WSCVX's dividend yield for the trailing twelve months is around 12.58%, less than PRVIX's 22.88% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WSCVX Walthausen Small Cap Value Fund | 12.58% | 13.23% | 28.71% | 9.08% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
PRVIX T. Rowe Price Small-Cap Value Fund Class I | 22.88% | 23.11% | 9.96% | 3.40% | 5.54% | 7.15% | 2.12% | 4.72% | 9.61% | 3.79% | 3.88% | 22.61% |
Drawdowns
WSCVX vs. PRVIX - Drawdown Comparison
The maximum WSCVX drawdown since its inception was -22.34%, smaller than the maximum PRVIX drawdown of -40.95%. Use the drawdown chart below to compare losses from any high point for WSCVX and PRVIX.
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Drawdown Indicators
| WSCVX | PRVIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.34% | -40.95% | +18.61% |
Max Drawdown (1Y)Largest decline over 1 year | -13.05% | -14.06% | +1.01% |
Max Drawdown (5Y)Largest decline over 5 years | — | -28.00% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -40.95% | — |
Current DrawdownCurrent decline from peak | -8.96% | -8.14% | -0.82% |
Average DrawdownAverage peak-to-trough decline | -4.41% | -8.44% | +4.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.42% | 3.65% | -0.23% |
Volatility
WSCVX vs. PRVIX - Volatility Comparison
The current volatility for Walthausen Small Cap Value Fund (WSCVX) is 5.15%, while T. Rowe Price Small-Cap Value Fund Class I (PRVIX) has a volatility of 6.11%. This indicates that WSCVX experiences smaller price fluctuations and is considered to be less risky than PRVIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WSCVX | PRVIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.15% | 6.11% | -0.96% |
Volatility (6M)Calculated over the trailing 6-month period | 12.48% | 15.98% | -3.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.26% | 23.85% | -2.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.35% | 20.43% | +1.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.35% | 21.29% | +1.06% |