HTHIY vs. TRBCX
Compare and contrast key facts about Hitachi Ltd ADR (HTHIY) and T. Rowe Price Blue Chip Growth Fund (TRBCX).
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: HTHIY or TRBCX.
Correlation
The correlation between HTHIY and TRBCX is 0.29, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
HTHIY vs. TRBCX - Performance Comparison
Key characteristics
HTHIY:
1.83
TRBCX:
2.11
HTHIY:
2.35
TRBCX:
2.76
HTHIY:
1.33
TRBCX:
1.38
HTHIY:
3.48
TRBCX:
2.89
HTHIY:
12.78
TRBCX:
11.26
HTHIY:
6.05%
TRBCX:
3.34%
HTHIY:
42.20%
TRBCX:
17.80%
HTHIY:
-83.83%
TRBCX:
-54.56%
HTHIY:
-10.06%
TRBCX:
-3.33%
Returns By Period
In the year-to-date period, HTHIY achieves a 1.42% return, which is significantly higher than TRBCX's 1.00% return. Over the past 10 years, HTHIY has outperformed TRBCX with an annualized return of 22.41%, while TRBCX has yielded a comparatively lower 15.09% annualized return.
HTHIY
1.42%
-6.19%
6.19%
71.23%
31.54%
22.41%
TRBCX
1.00%
-1.70%
5.03%
37.07%
14.05%
15.09%
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Risk-Adjusted Performance
HTHIY vs. TRBCX — Risk-Adjusted Performance Rank
HTHIY
TRBCX
HTHIY vs. TRBCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hitachi Ltd ADR (HTHIY) 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
HTHIY vs. TRBCX - Dividend Comparison
HTHIY's dividend yield for the trailing twelve months is around 0.52%, less than TRBCX's 8.99% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HTHIY Hitachi Ltd ADR | 0.52% | 0.52% | 1.49% | 1.98% | 5.60% | 11.92% | 10.22% | 13.45% | 8.07% | 9.93% | 8.43% | 6.96% |
TRBCX T. Rowe Price Blue Chip Growth Fund | 8.99% | 9.08% | 3.49% | 5.87% | 9.38% | 1.19% | 0.36% | 2.44% | 2.94% | 0.67% | 3.26% | 4.85% |
Drawdowns
HTHIY vs. TRBCX - Drawdown Comparison
The maximum HTHIY drawdown since its inception was -83.83%, which is greater than TRBCX's maximum drawdown of -54.56%. Use the drawdown chart below to compare losses from any high point for HTHIY and TRBCX. For additional features, visit the drawdowns tool.
Volatility
HTHIY vs. TRBCX - Volatility Comparison
Hitachi Ltd ADR (HTHIY) has a higher volatility of 6.30% compared to T. Rowe Price Blue Chip Growth Fund (TRBCX) at 5.70%. This indicates that HTHIY's price experiences larger fluctuations and is considered to be riskier than TRBCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.