T. Rowe Price Equity Income Fund (PRFDX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
38.23
+0.04 (0.10%)
At close: Dec 18, 2025
11.69%
Fund Assets16.36B
Expense Ratio0.67%
Min. Investment$2,500
Turnover21.40%
Dividend (ttm)1.07
Dividend Yield2.79%
Dividend Growth-65.44%
Payout FrequencyQuarterly
Ex-Dividend DateDec 11, 2025
Previous Close38.19
YTD Return13.53%
1-Year Return14.89%
5-Year Return70.94%
52-Week Low30.83
52-Week High38.57
Beta (5Y)0.80
Holdings125
Inception DateOct 31, 1985

About PRFDX

The fund will normally invest at least 80% of its net assets (including any borrowings for investment purposes) in common stocks, with an emphasis on large-capitalization stocks that have a strong track record of paying dividends or that are believed to be undervalued. The adviser generally seeks investments in large-capitalization companies and the fund's yield, which reflects the level of dividends paid by the fund, is expected to normally exceed the yield of the Russell 1000® Value Index.

Fund Family T. Rowe Price
Category Large Value
Performance Rating Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol PRFDX
Index Russell 1000 Value TR

Performance

PRFDX had a total return of 14.89% in the past year, including dividends. Since the fund's inception, the average annual return has been 18.10%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

SymbolProviderNameExpense Ratio
SWDSXSchwabSchwab Dividend Equity Fund™0.88%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

SymbolShare ClassExpense Ratio
TRZQX-z Classn/a
REIPX-i Class0.56%
PAFDX-advisor Class0.98%
RRFDX-r Class1.25%

Top 10 Holdings

18.99% of assets
NameSymbolWeight
QUALCOMM IncorporatedQCOM2.26%
The Southern CompanySO2.15%
MetLife, Inc.MET2.11%
JPMorgan Chase & Co.JPM1.93%
The Charles Schwab CorporationSCHW1.87%
Citigroup Inc.C1.86%
Alphabet, Inc.GOOGL1.83%
Bank of America CorporationBAC1.70%
L3Harris Technologies, Inc.LHX1.65%
Amazon.com, Inc.AMZN1.64%
View More Holdings

Dividend History

Ex-DividendAmountPay Date
Dec 11, 2025$0.618Dec 12, 2025
Sep 26, 2025$0.1508Sep 29, 2025
Jun 26, 2025$0.1922Jun 27, 2025
Mar 27, 2025$0.1056Mar 28, 2025
Dec 12, 2024$2.5597Dec 13, 2024
Sep 26, 2024$0.1676Sep 27, 2024
Full Dividend History