CSSPX vs. TBCIX

Last updated Aug 1, 2026

CSSPX (Cohen & Steers Global Realty Shares, Inc.) and TBCIX (T. Rowe Price Blue Chip Growth Fund I Class) are both mutual funds - CSSPX is a REIT fund managed by T. Rowe Price, while TBCIX is a Large Cap Growth Equities fund actively managed by T. Rowe Price. Over the past 10 years, CSSPX returned 4.94%/yr vs 16.53%/yr for TBCIX. Their 0.48 correlation means their historical movements had little consistent relationship. CSSPX charges 0.90%/yr vs 0.56%/yr for TBCIX.

Performance

CSSPX vs. TBCIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Cohen & Steers Global Realty Shares, Inc. (CSSPX) and T. Rowe Price Blue Chip Growth Fund I Class (TBCIX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, CSSPX achieves a 13.12% return, which is significantly higher than TBCIX's -3.25% return. Over the past 10 years, CSSPX has underperformed TBCIX with an annualized return of 4.94%, while TBCIX has yielded a comparatively higher 16.53% annualized return.

CSSPX

• 1D: -0.15%
• 1M: 2.56%
• 6M: 9.88%
• YTD: 13.12%
• 1Y: 17.72%
• 3Y*: 9.42%
• 5Y*: 1.97%
• 10Y*: 4.94%
• ALL TIME*: 6.23%

TBCIX

• 1D: 2.29%
• 1M: -2.44%
• 6M: -1.33%
• YTD: -3.25%
• 1Y: 5.31%
• 3Y*: 22.44%
• 5Y*: 10.04%
• 10Y*: 16.53%
• ALL TIME*: 15.86%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
CSSPX Cohen & Steers Global Realty Shares, Inc.	$0.00	$0.00	$0.00
TBCIX T. Rowe Price Blue Chip Growth Fund I Class	$0.00	$0.00	$0.00

CSSPX vs. TBCIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
CSSPX Cohen & Steers Global Realty Shares, Inc.	13.12%	10.61%	0.84%	10.75%	-25.08%	26.46%	-2.35%	24.80%	-3.86%	12.95%
TBCIX T. Rowe Price Blue Chip Growth Fund I Class	-3.25%	18.94%	48.73%	49.61%	-38.48%	18.30%	34.90%	30.30%	2.13%	36.68%

Correlation

The correlation between CSSPX and TBCIX is 0.09, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.09
Correlation (3Y) Balances recent behavior with more history.	0.28
Correlation (5Y) Shows whether the relationship held over a longer period.	0.45
Correlation (10Y) Provides a long-term view across more market conditions.	0.47
Correlation (All Time) Calculated using the full available price history since Jan 4, 2016	0.48

Over the past year, the correlation between CSSPX and TBCIX has dropped to 0.09 - well below their long-term average of 0.48, suggesting their price drivers have been diverging.

Return for Risk

CSSPX vs. TBCIX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

CSSPX

CSSPX Risk / Return Rank: 48
CSSPX Sharpe Ratio Rank: 53
CSSPX Sortino Ratio Rank: 50
CSSPX Omega Ratio Rank: 53
CSSPX Calmar Ratio Rank: 41
CSSPX Martin Ratio Rank: 43

TBCIX

TBCIX Risk / Return Rank: 8
TBCIX Sharpe Ratio Rank: 8
TBCIX Sortino Ratio Rank: 8
TBCIX Omega Ratio Rank: 8
TBCIX Calmar Ratio Rank: 8
TBCIX Martin Ratio Rank: 8

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

CSSPX vs. TBCIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Cohen & Steers Global Realty Shares, Inc. (CSSPX) and T. Rowe Price Blue Chip Growth Fund I Class (TBCIX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	CSSPX	TBCIX	Difference
Sharpe ratio: Return per unit of total volatility	1.36	0.22	+1.14
Sortino ratio: Return per unit of downside risk	1.90	0.43	+1.48
Omega ratio: Gain probability vs. loss probability	1.25	1.05	+0.20
Calmar ratio: Return relative to maximum drawdown	1.63	0.23	+1.40
Martin ratio: Return relative to average drawdown	6.08	0.68	+5.41

CSSPX vs. TBCIX - Sharpe Ratio Comparison

The current CSSPX Sharpe Ratio is 1.36, which is higher than the TBCIX Sharpe Ratio of 0.22. The chart below compares the historical Sharpe Ratios of CSSPX and TBCIX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

CSSPX vs. TBCIX - Drawdown Comparison

The maximum CSSPX drawdown since its inception was -40.47%, smaller than the maximum TBCIX drawdown of -43.26%. Use the drawdown chart below to compare losses from any high point for CSSPX and TBCIX.

Drawdown Indicators

	CSSPX	TBCIX	Difference
Max Drawdown Largest peak-to-trough decline	-40.47%	-43.26%	+2.79%
Max Drawdown (1Y) Largest decline over 1 year	-10.05%	-16.96%	+6.91%
Max Drawdown (3Y) Largest decline over 3 years	-18.16%	-23.06%	+4.90%
Max Drawdown (5Y) Largest decline over 5 years	-32.72%	-43.26%	+10.54%
Max Drawdown (10Y) Largest decline over 10 years	-40.47%	-43.26%	+2.79%
Current Drawdown Current decline from peak	-0.33%	-8.96%	+8.63%
Average Drawdown Average peak-to-trough decline	-8.30%	-8.04%	-0.26%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.70%	5.64%	-2.94%

Volatility

CSSPX vs. TBCIX - Volatility Comparison

The current volatility for Cohen & Steers Global Realty Shares, Inc. (CSSPX) is 3.15%, while T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) has a volatility of 5.92%. This indicates that CSSPX experiences smaller price fluctuations and is considered to be less risky than TBCIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	CSSPX	TBCIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.15%	5.92%	-2.77%
Volatility (6M) Calculated over the trailing 6-month period	9.66%	14.30%	-4.64%
Volatility (1Y) Calculated over the trailing 1-year period	12.10%	17.67%	-5.57%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	15.94%	24.16%	-8.22%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.98%	22.85%	-5.87%

CSSPX vs. TBCIX - Expense Ratio Comparison

CSSPX has a 0.90% expense ratio, which is higher than TBCIX's 0.56% expense ratio.

Dividends

CSSPX vs. TBCIX - Dividend Comparison

CSSPX's dividend yield for the trailing twelve months is around 3.08%, less than TBCIX's 5.38% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
CSSPX Cohen & Steers Global Realty Shares, Inc.	3.08%	3.46%	2.78%	2.85%	3.02%	3.21%	2.41%	8.61%	3.95%	2.79%	6.89%	2.68%
TBCIX T. Rowe Price Blue Chip Growth Fund I Class	5.38%	5.20%	18.28%	3.47%	5.84%	10.03%	1.18%	0.59%	2.50%	3.05%	0.81%	0.00%

Frequently Asked Questions

Can I hold both CSSPX and TBCIX in my portfolio?

CSSPX and TBCIX have a correlation of 0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, CSSPX or TBCIX?

TBCIX has higher volatility (5.92%) compared to CSSPX (3.15%). In terms of maximum drawdown, CSSPX dropped -40.47% vs TBCIX's -43.26%.

Which has better risk-adjusted returns?

CSSPX currently has the higher Sharpe Ratio (1.36 vs 0.22), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.