FOSCX vs. TPLGX
Compare and contrast key facts about Tributary Small Company Fund (FOSCX) and T. Rowe Price Institutional Large Cap Core Growth Fund (TPLGX).
FOSCX is managed by Tributary Funds. It was launched on Jun 10, 1996. TPLGX is managed by T. Rowe Price. It was launched on Sep 30, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FOSCX or TPLGX.
Key characteristics
| FOSCX | TPLGX | |
|---|---|---|
| YTD Return | 16.66% | 35.94% |
| 1Y Return | 32.32% | 41.14% |
| 3Y Return (Ann) | -4.28% | 0.76% |
| 5Y Return (Ann) | 3.51% | 12.13% |
| 10Y Return (Ann) | 3.31% | 12.61% |
| Sharpe Ratio | 1.59 | 2.38 |
| Sortino Ratio | 2.38 | 3.10 |
| Omega Ratio | 1.29 | 1.43 |
| Calmar Ratio | 0.88 | 1.44 |
| Martin Ratio | 9.74 | 12.42 |
| Ulcer Index | 3.15% | 3.37% |
| Daily Std Dev | 19.30% | 17.55% |
| Max Drawdown | -61.57% | -56.03% |
| Current Drawdown | -12.87% | 0.00% |
Correlation
The correlation between FOSCX and TPLGX is 0.76, 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.
Performance
FOSCX vs. TPLGX - Performance Comparison
In the year-to-date period, FOSCX achieves a 16.66% return, which is significantly lower than TPLGX's 35.94% return. Over the past 10 years, FOSCX has underperformed TPLGX with an annualized return of 3.31%, while TPLGX has yielded a comparatively higher 12.61% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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FOSCX vs. TPLGX - Expense Ratio Comparison
FOSCX has a 1.18% expense ratio, which is higher than TPLGX's 0.57% expense ratio.
Risk-Adjusted Performance
FOSCX vs. TPLGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Tributary Small Company Fund (FOSCX) and T. Rowe Price Institutional Large Cap Core Growth Fund (TPLGX). 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
FOSCX vs. TPLGX - Dividend Comparison
FOSCX's dividend yield for the trailing twelve months is around 0.17%, more than TPLGX's 0.02% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FOSCX Tributary Small Company Fund | 0.17% | 0.19% | 0.01% | 0.00% | 0.02% | 0.00% | 0.00% | 0.00% | 0.23% | 0.17% | 0.03% | 0.45% |
TPLGX T. Rowe Price Institutional Large Cap Core Growth Fund | 0.02% | 0.03% | 0.00% | 0.00% | 0.02% | 0.18% | 0.16% | 0.19% | 0.25% | 0.11% | 0.08% | 0.15% |
Drawdowns
FOSCX vs. TPLGX - Drawdown Comparison
The maximum FOSCX drawdown since its inception was -61.57%, which is greater than TPLGX's maximum drawdown of -56.03%. Use the drawdown chart below to compare losses from any high point for FOSCX and TPLGX. For additional features, visit the drawdowns tool.
Volatility
FOSCX vs. TPLGX - Volatility Comparison
Tributary Small Company Fund (FOSCX) has a higher volatility of 7.45% compared to T. Rowe Price Institutional Large Cap Core Growth Fund (TPLGX) at 4.92%. This indicates that FOSCX's price experiences larger fluctuations and is considered to be riskier than TPLGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.