CUSEX vs. TBCIX
Compare and contrast key facts about Capital Group U.S. Equity Fund (CUSEX) and T. Rowe Price Blue Chip Growth Fund I Class (TBCIX).
CUSEX is managed by T. Rowe Price. It was launched on Apr 1, 2011. TBCIX is managed by T. Rowe Price.
Performance
CUSEX vs. TBCIX - Performance Comparison
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CUSEX vs. TBCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CUSEX Capital Group U.S. Equity Fund | -7.81% | 18.35% | 21.09% | 18.90% | -12.54% | 22.92% | 15.32% | 32.56% | -3.29% | 14.72% |
TBCIX T. Rowe Price Blue Chip Growth Fund I Class | -14.54% | 18.94% | 48.73% | 49.61% | -38.48% | 18.30% | 34.90% | 30.30% | 2.13% | 36.68% |
Returns By Period
In the year-to-date period, CUSEX achieves a -7.81% return, which is significantly higher than TBCIX's -14.54% return. Over the past 10 years, CUSEX has underperformed TBCIX with an annualized return of 11.36%, while TBCIX has yielded a comparatively higher 15.65% annualized return.
CUSEX
- 1D
- -0.73%
- 1M
- -9.14%
- YTD
- -7.81%
- 6M
- -5.09%
- 1Y
- 12.77%
- 3Y*
- 14.99%
- 5Y*
- 10.42%
- 10Y*
- 11.36%
TBCIX
- 1D
- -0.35%
- 1M
- -8.84%
- YTD
- -14.54%
- 6M
- -12.75%
- 1Y
- 11.84%
- 3Y*
- 24.77%
- 5Y*
- 10.38%
- 10Y*
- 15.65%
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CUSEX vs. TBCIX - Expense Ratio Comparison
CUSEX has a 0.42% expense ratio, which is lower than TBCIX's 0.56% expense ratio.
Return for Risk
CUSEX vs. TBCIX — Risk / Return Rank
CUSEX
TBCIX
CUSEX vs. TBCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Capital Group U.S. Equity Fund (CUSEX) 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.
| CUSEX | TBCIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.78 | 0.54 | +0.24 |
Sortino ratioReturn per unit of downside risk | 1.24 | 0.94 | +0.30 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.13 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.03 | 0.50 | +0.53 |
Martin ratioReturn relative to average drawdown | 4.48 | 1.75 | +2.73 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CUSEX | TBCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.78 | 0.54 | +0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.68 | 0.44 | +0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.69 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.66 | -0.10 |
Correlation
The correlation between CUSEX and TBCIX is 0.86, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
CUSEX vs. TBCIX - Dividend Comparison
CUSEX's dividend yield for the trailing twelve months is around 9.87%, more than TBCIX's 6.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
CUSEX Capital Group U.S. Equity Fund | 9.87% | 9.28% | 9.46% | 6.45% | 3.83% | 5.47% | 2.64% | 4.44% | 8.97% | 1.05% | 0.00% |
TBCIX T. Rowe Price Blue Chip Growth Fund I Class | 6.09% | 5.20% | 18.28% | 3.47% | 5.84% | 10.03% | 1.18% | 0.59% | 2.50% | 3.05% | 0.81% |
Drawdowns
CUSEX vs. TBCIX - Drawdown Comparison
The maximum CUSEX drawdown since its inception was -30.16%, smaller than the maximum TBCIX drawdown of -43.26%. Use the drawdown chart below to compare losses from any high point for CUSEX and TBCIX.
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Drawdown Indicators
| CUSEX | TBCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.16% | -43.26% | +13.10% |
Max Drawdown (1Y)Largest decline over 1 year | -10.99% | -16.96% | +5.97% |
Max Drawdown (5Y)Largest decline over 5 years | -20.85% | -43.26% | +22.41% |
Max Drawdown (10Y)Largest decline over 10 years | -30.16% | -43.26% | +13.10% |
Current DrawdownCurrent decline from peak | -10.02% | -16.96% | +6.94% |
Average DrawdownAverage peak-to-trough decline | -4.16% | -8.15% | +3.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.53% | 4.87% | -2.34% |
Volatility
CUSEX vs. TBCIX - Volatility Comparison
The current volatility for Capital Group U.S. Equity Fund (CUSEX) is 4.36%, while T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) has a volatility of 5.58%. This indicates that CUSEX 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.
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Volatility by Period
| CUSEX | TBCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.36% | 5.58% | -1.22% |
Volatility (6M)Calculated over the trailing 6-month period | 9.61% | 11.76% | -2.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.55% | 22.49% | -4.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.46% | 23.88% | -8.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.32% | 22.69% | -6.37% |