TACU ranks 9th and PRMR 80th of 121 funds in the US Active Equity Category.
PRMR vs TACU
TACU −1.00pt a year
1.00%0.00%
PRMR 3.9×the volume
16.3K4.15K
PRMR vs TACU Performance
+13.7%+11.2%
- PRMR 1.00%
- TACU 0.00%, better
- PRMR $92M
- TACU $17M
- PRMR 53
- TACU 411
- PRMR 16.3K sh, better
- TACU 4.15K sh
- PRMR $28.30
- TACU $27.68
ETF.net Grade
| Pillar | PRMR | TACU |
|---|---|---|
| Cost | F14 | A99Higher |
| Mission | A81 | |
| Risk | C50 | B69Higher |
| Tradability | B56Higher | C49 |
| Holdings | A88Higher | A83 |
| Durability | C44Higher | C43 |
Rank among US Active Equity funds
Same Category. PRMR and TACU are both graded against the same 121 US Active Equity funds, so their Grades compare head to head.
Our read on each fund
PRMRC
TACUA
In short
PRMR An outside wealth manager trims the S&P 500 universe down to a selective, equally weighted book of US large caps, so a few mega-caps don't set the pace. Stock picking by hand, priced like it.
TACU T. Rowe Price's quant-plus-fundamental take on core large-cap U.S. stock, benchmarked to the Russell 1000. Gross fee 0.14%, fully waived to zero through January 30, 2027.
Stated mandate
PRMR The Fund seeks capital appreciation and income.
TACU The fund seeks long-term capital growth through a primarily U.S. equity portfolio. It combines quantitative models with fundamental, bottom-up analysis and seeks excess returns relative to the Russell 1000 Index.
Why people hold it
Worth knowing
PRMR vs TACU Holdings
How we measure overlap
Each holding counts at its smaller weight in the two funds, summed over the full Holdings. Sector, country and asset class use the same rule on each fund’s split. Cash, FX and derivative lines stay out of the counts. Two bond funds get no overlap figure.
PRMR vs TACU Cost
Overpaying PRMR vs TACU
$18,688
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
PRMR 1.00%
$18,688
TACU 0.00%
$0
Cost over time
Year by year
| Year | PRMR | TACU | Overpaying |
|---|---|---|---|
| 10 | $1,763 | $0 | $1,763 |
| 20 | $6,625 | $0 | $6,625 |
| 30 | $18,688 | $0 | $18,688 |
- 1.00%PRMR
- 0.00%TACU, cheaper
- Middle half of US Active Equity funds
- Median 0.68%
TACU cheapest of 121 funds
PRMR 104th cheapest of 121 funds
PRMR vs TACU Dividends
- PRMR None
- TACU None
Distribution history
PRMR vs TACU Risk
Fall from peak · 5 years
Risk facts
- Market sensitivity
- PRMR 0.86TACU 0.96
Popular comparisons
- 1.00% · 0.15%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.00% · 0.15%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 1.00% · 0.12%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.00% · 0.12%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 1.00% · 0.17%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.00% · 0.17%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.