DOXFX vs. TRBCX
Compare and contrast key facts about Dodge & Cox International Stock X (DOXFX) and T. Rowe Price Blue Chip Growth Fund (TRBCX).
DOXFX is managed by Dodge & Cox. It was launched on Jan 5, 2001. 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: DOXFX or TRBCX.
Correlation
The correlation between DOXFX and TRBCX is 0.57, 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
DOXFX vs. TRBCX - Performance Comparison
Key characteristics
DOXFX:
0.15
TRBCX:
2.28
DOXFX:
0.27
TRBCX:
2.97
DOXFX:
1.04
TRBCX:
1.42
DOXFX:
0.15
TRBCX:
2.65
DOXFX:
0.47
TRBCX:
12.23
DOXFX:
3.91%
TRBCX:
3.30%
DOXFX:
12.63%
TRBCX:
17.66%
DOXFX:
-19.24%
TRBCX:
-54.56%
DOXFX:
-11.51%
TRBCX:
-0.84%
Returns By Period
In the year-to-date period, DOXFX achieves a 2.07% return, which is significantly lower than TRBCX's 40.43% return.
DOXFX
2.07%
-4.80%
-1.10%
2.22%
N/A
N/A
TRBCX
40.43%
3.46%
11.39%
40.11%
15.18%
15.18%
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DOXFX vs. TRBCX - Expense Ratio Comparison
DOXFX has a 0.52% expense ratio, which is lower than TRBCX's 0.69% expense ratio.
Risk-Adjusted Performance
DOXFX vs. TRBCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dodge & Cox International Stock X (DOXFX) 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
DOXFX vs. TRBCX - Dividend Comparison
DOXFX has not paid dividends to shareholders, while TRBCX's dividend yield for the trailing twelve months is around 8.76%.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|
Dodge & Cox International Stock X | 0.00% | 2.38% | 2.30% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
T. Rowe Price Blue Chip Growth Fund | 8.76% | 3.49% | 5.87% | 9.38% | 1.19% | 0.36% | 2.44% | 2.94% | 0.67% | 3.26% | 4.85% |
Drawdowns
DOXFX vs. TRBCX - Drawdown Comparison
The maximum DOXFX drawdown since its inception was -19.24%, smaller than the maximum TRBCX drawdown of -54.56%. Use the drawdown chart below to compare losses from any high point for DOXFX and TRBCX. For additional features, visit the drawdowns tool.
Volatility
DOXFX vs. TRBCX - Volatility Comparison
Dodge & Cox International Stock X (DOXFX) and T. Rowe Price Blue Chip Growth Fund (TRBCX) have volatilities of 5.17% and 4.95%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.