CPIEX vs. TRBCX
Compare and contrast key facts about Counterpoint Tactical Equity Fund (CPIEX) and T. Rowe Price Blue Chip Growth Fund (TRBCX).
CPIEX is managed by Counterpoint Mutual Funds. It was launched on Nov 29, 2015. TRBCX is managed by T. Rowe Price. It was launched on Jun 30, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CPIEX or TRBCX.
Correlation
The correlation between CPIEX and TRBCX is 0.43, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
CPIEX vs. TRBCX - Performance Comparison
Key characteristics
CPIEX:
1.95
TRBCX:
0.50
CPIEX:
2.64
TRBCX:
0.87
CPIEX:
1.34
TRBCX:
1.12
CPIEX:
3.38
TRBCX:
0.56
CPIEX:
10.58
TRBCX:
1.94
CPIEX:
2.33%
TRBCX:
6.55%
CPIEX:
12.66%
TRBCX:
25.42%
CPIEX:
-48.20%
TRBCX:
-54.56%
CPIEX:
-1.24%
TRBCX:
-12.45%
Returns By Period
In the year-to-date period, CPIEX achieves a 4.75% return, which is significantly higher than TRBCX's -8.02% return.
CPIEX
4.75%
1.31%
7.73%
24.66%
17.45%
N/A
TRBCX
-8.02%
-1.41%
-4.86%
11.68%
13.21%
13.19%
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CPIEX vs. TRBCX - Expense Ratio Comparison
CPIEX has a 1.75% expense ratio, which is higher than TRBCX's 0.69% expense ratio.
Risk-Adjusted Performance
CPIEX vs. TRBCX — Risk-Adjusted Performance Rank
CPIEX
TRBCX
CPIEX vs. TRBCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Counterpoint Tactical Equity Fund (CPIEX) and T. Rowe Price Blue Chip Growth Fund (TRBCX). 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.
Dividends
CPIEX vs. TRBCX - Dividend Comparison
CPIEX's dividend yield for the trailing twelve months is around 2.06%, less than TRBCX's 9.87% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CPIEX Counterpoint Tactical Equity Fund | 2.06% | 2.16% | 2.44% | 3.05% | 0.00% | 0.00% | 0.00% | 3.40% | 5.93% | 0.00% | 0.00% | 0.00% |
TRBCX T. Rowe Price Blue Chip Growth Fund | 9.87% | 9.08% | 3.49% | 5.87% | 9.38% | 1.19% | 0.36% | 2.44% | 2.94% | 0.67% | 3.26% | 4.85% |
Drawdowns
CPIEX vs. TRBCX - Drawdown Comparison
The maximum CPIEX drawdown since its inception was -48.20%, smaller than the maximum TRBCX drawdown of -54.56%. Use the drawdown chart below to compare losses from any high point for CPIEX and TRBCX. For additional features, visit the drawdowns tool.
Volatility
CPIEX vs. TRBCX - Volatility Comparison
The current volatility for Counterpoint Tactical Equity Fund (CPIEX) is 2.15%, while T. Rowe Price Blue Chip Growth Fund (TRBCX) has a volatility of 16.93%. This indicates that CPIEX experiences smaller price fluctuations and is considered to be less risky than TRBCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.