T ROWE Competition

PRDMX Fund

USD 44.30 -0.14 -0.32%

The fund is listed under the Mid-Cap Growth category and is part of the T. Rowe Price family. T Rowe Price is often compared with THE HARTFORD, EAGLE MID, SPECTRUM GROWTH, CLEARBRIDGE AGGRESSIVE, and COHEN STEERS and additional peers. The list provides context for competitive positioning. Peer comparison for T ROWE provides quick context before deeper valuation work.

Correlation: T ROWE vs BARON ASSET Details

Very poor diversification

For the present investment horizon, the measured correlation between PRDMX and BARIX stands at 0.85, or Very poor diversification. The cleaner interpretation is to review correlation beside volatility, expected return, and the role each holding plays in the portfolio.

Moving together with PRDMX Mutual Fund

0.75

PEXMX

T Rowe Price

Pair Corr

Specify up to 10 symbols:

While mean reversion in T ROWE is a statistically observable tendency, it operates on uncertain timelines. Positions sized too aggressively against the trend can suffer sustained losses before reversion occurs.

Hype

Prediction

Low	Estimated	High
43.17	44.30	45.43

Details

Intrinsic

Valuation

Low	Real	High
43.70	44.83	45.96

Details

Naive

Forecast

Low	Next	High
41.60	42.73	43.86

Details

Bollinger

Band Projection (param)

Lower	Middle Band	Upper
44.59	46.49	48.40

Details

To derive maximum value from T ROWE analysis, compare T ROWE's metrics against peers. This cross-sectional approach separates idiosyncratic performance from sector-level trends.

T ROWE Competition Correlation Matrix

Correlation analysis between T Rowe Price and its competitors helps investors understand whether diversification is real or only superficial inside the same peer group. This matrix is most informative when investors want to know whether adding another peer would improve diversification, increase crowding, or leave total risk largely unchanged.

	HMDCX	HAGAX	PRSGX	SHRAX	CSRSX	BDSKX	HRAUX	ESPRX	BARIX
HMDCX		0.26	0.44	0.79	0.0	0.62	0.26	0.37	0.66	HMDCX
HAGAX	0.26		0.71	0.04	-0.46	0.29	1.0	0.17	0.34	HAGAX
PRSGX	0.44	0.71		0.17	0.0	0.72	0.72	0.69	0.34	PRSGX
SHRAX	0.79	0.04	0.17		0.01	0.33	0.05	0.09	0.73	SHRAX
CSRSX	0.0	-0.46	0.0	0.01		0.45	-0.45	0.46	-0.2	CSRSX
BDSKX	0.62	0.29	0.72	0.33	0.45		0.3	0.87	0.26	BDSKX
HRAUX	0.26	1.0	0.72	0.05	-0.45	0.3		0.18	0.34	HRAUX
ESPRX	0.37	0.17	0.69	0.09	0.46	0.87	0.18		0.04	ESPRX
BARIX	0.66	0.34	0.34	0.73	-0.2	0.26	0.34	0.04		BARIX
	HMDCX	HAGAX	PRSGX	SHRAX	CSRSX	BDSKX	HRAUX	ESPRX	BARIX

High positive correlations

HRAUX	+ 1.0	HAGAX
ESPRX	+ 0.87	BDSKX
SHRAX	+ 0.79	HMDCX
BARIX	+ 0.73	SHRAX
BDSKX	+ 0.72	PRSGX
HRAUX	+ 0.72	PRSGX

High negative correlations

CSRSX	- 0.46	HAGAX
HRAUX	- 0.45	CSRSX
BARIX	- 0.2	CSRSX
CSRSX	- 0.0	PRSGX
CSRSX	- 0.0	HMDCX

Risk-Adjusted Indicators

There is a big difference between PRDMX Mutual Fund performing well and T ROWE Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze T ROWE's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
HMDCX	1.59	0.53	0.36	0.17	0.95	-2.20	1.79	-2.31	40.69
HAGAX	0.91	-0.06	0.00	-0.09	0.00	0.00	1.61	-1.95	6.79
PRSGX	0.57	-0.02	0.00	-0.07	0.00	0.00	0.90	-1.61	3.84
SHRAX	1.35	0.29	0.29	-0.52	0.89	-1.58	1.53	-2.24	30.74
CSRSX	0.63	0.11	0.14	0.22	0.84	-0.60	1.40	-1.18	3.96
BDSKX	0.97	0.10	0.07	0.03	1.13	-1.08	1.48	-1.91	7.59
HRAUX	0.91	-0.06	0.00	-0.09	0.00	0.00	1.61	-1.94	6.78
ESPRX	0.82	0.03	0.00	-0.02	0.00	0.00	2.15	-1.64	5.33
BARIX	0.77	0.10	0.14	0.14	0.73	-0.92	1.33	-1.58	13.40

T ROWE Competitive Analysis

Better Than Average

Worse Than Peers

View Performance Chart

	PRDMX	HMDCX	HAGAX	PRSGX	SHRAX	CSRSX	BDSKX	HRAUX	ESPRX	BARIX
	0.32 44.30 PRDMX	0.38 18.48 THE	0.16 61.92 EAGLE	0.57 24.57 SPECTRUM	2.24 87.34 CLEARBRIDGE	0.34 70.22 COHEN	0.30 20.08 BlackRock	0.17 68.85 EAGLE	0.28 35.51 WELLS	0.34 90.27 BARON
Market Volatility (90 Days Market Risk)	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low
Market Performance (90 Days Performance)	Weak	Weak	Weak	Weak	Weak	Moderate	Weak	Weak	Weak	Mild
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Fairly Valued	Under Valued	Under Valued	Fairly Valued	Fairly Valued	Under Valued
Buy or Sell Analysis (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Hold	Strong Hold	Strong Hold	Strong Hold	Cautious Hold	Strong Buy	Strong Buy	Strong Hold	Strong Hold	Strong Buy
Net Asset	4.43 B	3.64 B	5.17 B	4.3 B	4.21 B	7.38 B	567.19 M	4.77 B	2.73 B	3.59 B
Minimum Initial Investment	2.5 K	N/A	N/A	2.5 K	N/A	N/A	N/A	N/A	N/A	N/A
Price To Book	3.84	3.09	3.51	2.09	2.49	2.6	N/A	3.51	1.25	4.15
Five Year Return	7.32	-2.06	3.4	8.33	2.34	6.85	4.82	4.06	3.71	3.11
One Year Return	13.84	3.46	15.59	17.17	20.34	7.8	24.5	12.08	3.31	8.54
Last Dividend Paid	N/A	N/A	N/A	0.07	N/A	0.28	0.04	N/A	N/A	N/A
Price To Earning	22.98	23.46	1.92	18.83	19.08	659.79	N/A	2.1	15.69	31.06
Price To Sales	1.83	1.96	1.89	1.52	1.84	7.09	N/A	1.89	0.73	3.54
Cash Position Weight	0.04	0.56	4.4	1.76	0.43	0.42	1.22	4.4	3.31	0.43
Equity Positions Weight	98.54	99.44	95.61	96.5	99.57	98.87	98.78	95.61	96.1	97.48
Three Year Return	14.26	3.28	11.12	16.88	15.05	8.09	11.7	10.87	5.2	10.61
Annual Yield	N/A	N/A	N/A	0.005	N/A	0.0274	0.0067	N/A	0.0102	N/A
Year To Date Return	0.62	0.76	0.15	0.59	0.0657	7.89	1.95	1.75	1.8	0.49
Bond Positions Weight	N/A	N/A	N/A	0.02	N/A	N/A	N/A	N/A	N/A	N/A
Ten Year Return	14.26	11.34	13.91	10.43	12.18	9.32	N/A	14.34	8.2	14.66
Daily Balance Of Power	0	0	0	0	0	9.2 T	0	0	0	9.2 T
Day Typical Price	44.3	18.48	61.92	24.57	87.34	70.22	20.08	68.85	35.51	90.27
Period Momentum Indicator	-0.14	-0.07	-0.10	-0.14	-2.00	0.24	-0.06	-0.12	-0.10	0.31
Rate Of Daily Change	1.0	1.0	1.0	0.99	0.98	1.0	1.0	1.0	1.0	1.0
Day Median Price	44.3	18.48	61.92	24.57	87.34	70.22	20.08	68.85	35.51	90.27
Price Action Indicator	-0.07	-0.04	-0.05	-0.07	-1.00	0.12	-0.03	-0.06	-0.05	0.16
Coefficient Of Variation	6536.63	1114.4	-1,144	-1,577	1108.28	836.87	2691.1	-1,159	-8,760	1938.22
Mean Deviation	1.01	1.59	0.9063	0.5709	1.35	0.632	0.9717	0.9054	0.8174	0.7688
Jensen Alpha	0.0623	0.5316	-0.06	-0.02	0.2946	0.1061	0.0995	-0.06	0.0278	0.0971
Total Risk Alpha	0.0942	0.6943	-0.05	-0.02	0.5304	0.1345	0.1135	-0.05	0.0389	0.1639
Sortino Ratio	0.0484	0.3584	N/A	N/A	0.2855	0.1388	0.0708	N/A	N/A	0.1409
Downside Variance	1.39	1.7	N/A	N/A	1.66	0.9182	1.4	N/A	N/A	0.7007
Standard Deviation	1.45	4.82	1.18	0.7414	3.69	0.8218	1.32	1.18	1.09	1.61
Kurtosis	9.33	57.91	0.9579	0.5807	53.66	0.3893	3.12	0.9482	0.4522	38.24
Potential Upside	1.66	1.79	1.61	0.8981	1.53	1.4	1.48	1.61	2.15	1.33
Treynor Ratio	0.011	0.1736	-0.09	-0.07	-0.52	0.2209	0.0289	-0.09	-0.02	0.1366
Maximum Drawdown	9.86	40.69	6.79	3.84	30.74	3.96	7.59	6.78	5.33	13.4
Variance	2.11	23.23	1.39	0.5497	13.58	0.6754	1.74	1.39	1.18	2.59
Market Risk Adjusted Performance	0.021	0.1836	-0.08	-0.06	-0.51	0.2309	0.0389	-0.08	-0.01	0.1466
Risk Adjusted Performance	0.0167	0.0797	-0.07	-0.05	0.0796	0.0953	0.0335	-0.07	-0.01	0.0461
Skewness	2.0	7.38	0.0255	-0.30	6.97	-0.41	0.9464	0.0332	0.2125	5.42
Semi Deviation	1.15	0.9499	N/A	N/A	0.8929	0.8429	1.13	N/A	N/A	0.7252
Information Ratio	0.0393	0.097	-0.06	-0.02	0.0997	0.1619	0.0635	-0.06	0.0206	0.0732
Value At Risk	-2.04	-2.31	-1.95	-1.61	-2.24	-1.18	-1.91	-1.94	-1.64	-1.58
Expected Short fall	-1.10	-2.20	N/A	N/A	-1.58	-0.60	-1.08	N/A	N/A	-0.92
Downside Deviation	1.18	1.3	N/A	N/A	1.29	0.9582	1.19	N/A	N/A	0.8371
Semi Variance	1.33	0.9023	N/A	N/A	0.7973	0.7104	1.27	N/A	N/A	0.5259

Peer Performance Charts

How to Analyze T ROWE Against Peers

T ROWE's peer analysis compares T ROWE with related companies to put valuation, quality, and risk metrics in context. This helps determine whether recent performance is company-specific or broadly sector-driven. A practical workflow includes:

Set a relevant peer group: Include direct competitors and close alternatives with comparable business exposure.
Benchmark core financials: Compare profitability, growth, capital structure, and cash flow quality.
Check valuation dispersion: Review whether T ROWE trades at a premium or discount versus peers and why.
Evaluate risk profile: Compare volatility, drawdowns, and correlation to avoid false diversification assumptions.
Document the thesis: Record where T ROWE leads or lags and what catalysts could close or widen the gap.

Use this as an educational baseline, then validate conclusions with current filings, market conditions, and portfolio objectives.

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T ROWE Competition

Correlation: T ROWE vs BARON ASSET Details

Very poor diversification

Moving together with PRDMX Mutual Fund

Specify up to 10 symbols:

T ROWE Competition Correlation Matrix

High positive correlations

High negative correlations

Risk-Adjusted Indicators

T ROWE Competitive Analysis

Peer Performance Charts

How to Analyze T ROWE Against Peers

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