DODGX vs. TRBCX
Compare and contrast key facts about Dodge & Cox Stock Fund Class I (DODGX) and T. Rowe Price Blue Chip Growth Fund (TRBCX).
DODGX is managed by Dodge & Cox. It was launched on Jan 4, 1965. TRBCX is managed by T. Rowe Price. It was launched on Jun 30, 1993.
Performance
DODGX vs. TRBCX - Performance Comparison
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DODGX vs. TRBCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DODGX Dodge & Cox Stock Fund Class I | -1.65% | 13.66% | 14.36% | 17.49% | -7.25% | 31.72% | 7.10% | 24.30% | -7.15% | 18.33% |
TRBCX T. Rowe Price Blue Chip Growth Fund | -11.24% | 18.78% | 48.46% | 49.42% | -38.57% | 17.54% | 34.73% | 29.97% | 2.00% | 36.54% |
Returns By Period
In the year-to-date period, DODGX achieves a -1.65% return, which is significantly higher than TRBCX's -11.24% return. Over the past 10 years, DODGX has underperformed TRBCX with an annualized return of 12.55%, while TRBCX has yielded a comparatively higher 15.86% annualized return.
DODGX
- 1D
- 2.09%
- 1M
- -5.31%
- YTD
- -1.65%
- 6M
- 0.63%
- 1Y
- 8.01%
- 3Y*
- 13.95%
- 5Y*
- 9.38%
- 10Y*
- 12.55%
TRBCX
- 1D
- 3.90%
- 1M
- -5.48%
- YTD
- -11.24%
- 6M
- -10.00%
- 1Y
- 15.04%
- 3Y*
- 26.18%
- 5Y*
- 10.52%
- 10Y*
- 15.86%
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DODGX vs. TRBCX - Expense Ratio Comparison
DODGX has a 0.51% expense ratio, which is lower than TRBCX's 0.69% expense ratio.
Return for Risk
DODGX vs. TRBCX — Risk / Return Rank
DODGX
TRBCX
DODGX vs. TRBCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dodge & Cox Stock Fund Class I (DODGX) 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.
| DODGX | TRBCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.49 | 0.69 | -0.20 |
Sortino ratioReturn per unit of downside risk | 0.78 | 1.14 | -0.36 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.16 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.60 | 0.76 | -0.16 |
Martin ratioReturn relative to average drawdown | 2.50 | 2.68 | -0.18 |
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
| DODGX | TRBCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.49 | 0.69 | -0.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.59 | 0.44 | +0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.70 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.57 | +0.05 |
Correlation
The correlation between DODGX and TRBCX is 0.79, 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
DODGX vs. TRBCX - Dividend Comparison
DODGX's dividend yield for the trailing twelve months is around 9.89%, more than TRBCX's 5.91% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DODGX Dodge & Cox Stock Fund Class I | 9.89% | 9.86% | 8.20% | 3.76% | 5.47% | 3.22% | 6.74% | 10.23% | 9.69% | 6.78% | 6.26% | 5.36% |
TRBCX T. Rowe Price Blue Chip Growth Fund | 5.91% | 5.25% | 18.16% | 3.49% | 5.87% | 9.38% | 1.19% | 0.36% | 2.44% | 2.94% | 0.67% | 3.26% |
Drawdowns
DODGX vs. TRBCX - Drawdown Comparison
The maximum DODGX drawdown since its inception was -63.24%, which is greater than TRBCX's maximum drawdown of -54.56%. Use the drawdown chart below to compare losses from any high point for DODGX and TRBCX.
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Drawdown Indicators
| DODGX | TRBCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.24% | -54.56% | -8.68% |
Max Drawdown (1Y)Largest decline over 1 year | -12.23% | -17.01% | +4.78% |
Max Drawdown (5Y)Largest decline over 5 years | -21.85% | -43.63% | +21.78% |
Max Drawdown (10Y)Largest decline over 10 years | -40.41% | -43.63% | +3.22% |
Current DrawdownCurrent decline from peak | -5.31% | -13.77% | +8.46% |
Average DrawdownAverage peak-to-trough decline | -7.53% | -11.35% | +3.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.94% | 4.86% | -1.92% |
Volatility
DODGX vs. TRBCX - Volatility Comparison
The current volatility for Dodge & Cox Stock Fund Class I (DODGX) is 4.23%, while T. Rowe Price Blue Chip Growth Fund (TRBCX) has a volatility of 7.01%. This indicates that DODGX 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.
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Volatility by Period
| DODGX | TRBCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.23% | 7.01% | -2.78% |
Volatility (6M)Calculated over the trailing 6-month period | 8.72% | 13.72% | -5.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.33% | 23.49% | -7.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.05% | 24.05% | -8.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.25% | 22.76% | -3.51% |