IAXIX vs. TBCIX
IAXIX (VY T. Rowe Price Diversified Mid Cap Growth Portfolio) and TBCIX (T. Rowe Price Blue Chip Growth Fund I Class) are both mutual funds - IAXIX is a Mid Cap Growth Equities fund managed by T. Rowe Price, while TBCIX is a Large Cap Growth Equities fund managed by T. Rowe Price. Over the past 10 years, IAXIX returned 13.09%/yr vs 17.93%/yr for TBCIX. Their correlation of 0.83 suggests significant overlap in exposure. IAXIX charges 0.78%/yr vs 0.56%/yr for TBCIX.
Performance
IAXIX vs. TBCIX - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with IAXIX having a 5.28% return and TBCIX slightly higher at 5.54%. Over the past 10 years, IAXIX has underperformed TBCIX with an annualized return of 13.09%, while TBCIX has yielded a comparatively higher 17.93% annualized return.
IAXIX
- 1D
- 0.09%
- 1M
- 4.23%
- YTD
- 5.28%
- 6M
- 4.05%
- 1Y
- 8.52%
- 3Y*
- 16.42%
- 5Y*
- 8.22%
- 10Y*
- 13.09%
TBCIX
- 1D
- -0.69%
- 1M
- 5.17%
- YTD
- 5.54%
- 6M
- 5.71%
- 1Y
- 22.23%
- 3Y*
- 29.00%
- 5Y*
- 14.09%
- 10Y*
- 17.93%
IAXIX vs. TBCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IAXIX VY T. Rowe Price Diversified Mid Cap Growth Portfolio | 5.28% | 10.02% | 23.56% | 20.96% | -24.03% | 13.90% | 31.84% | 37.03% | -3.25% | 24.82% |
TBCIX T. Rowe Price Blue Chip Growth Fund I Class | 5.54% | 18.94% | 48.73% | 49.61% | -38.48% | 18.30% | 34.90% | 30.30% | 2.13% | 36.68% |
Correlation
The correlation between IAXIX and TBCIX is 0.65, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.65 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.68 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.80 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.83 |
Correlation (All Time) Calculated using the full available price history since Jan 5, 2016 | 0.83 |
The correlation between IAXIX and TBCIX shifts across timeframes, from 0.65 (1 year) to 0.83 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
IAXIX vs. TBCIX — Risk / Return Rank
IAXIX
TBCIX
IAXIX vs. TBCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for VY T. Rowe Price Diversified Mid Cap Growth Portfolio (IAXIX) 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.
| IAXIX | TBCIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.85 | ||
| Sortino ratioReturn per unit of downside risk | -1.07 | ||
| Omega ratioGain probability vs. loss probability | 1.11 | 1.26 | -0.14 |
| Calmar ratioReturn relative to maximum drawdown | 0.75 | 1.36 | -0.61 |
| Martin ratioReturn relative to average drawdown | 2.29 | 4.57 | -2.28 |
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
| IAXIX | TBCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.62 | 1.47 | -0.85 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.59 | -0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.79 | -0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.76 | -0.31 |
Drawdowns
IAXIX vs. TBCIX - Drawdown Comparison
The maximum IAXIX drawdown since its inception was -57.55%, which is greater than TBCIX's maximum drawdown of -43.26%. Use the drawdown chart below to compare losses from any high point for IAXIX and TBCIX.
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Drawdown Indicators
| IAXIX | TBCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.55% | -43.26% | -14.29% |
Max Drawdown (1Y)Largest decline over 1 year | -14.20% | -16.96% | +2.76% |
Max Drawdown (3Y)Largest decline over 3 years | -25.22% | -23.06% | -2.16% |
Max Drawdown (5Y)Largest decline over 5 years | -35.55% | -43.26% | +7.71% |
Max Drawdown (10Y)Largest decline over 10 years | -35.92% | -43.26% | +7.34% |
Current DrawdownCurrent decline from peak | -0.43% | -0.69% | +0.26% |
Average DrawdownAverage peak-to-trough decline | -9.26% | -8.07% | -1.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.42% | 5.01% | -0.59% |
Volatility
IAXIX vs. TBCIX - Volatility Comparison
VY T. Rowe Price Diversified Mid Cap Growth Portfolio (IAXIX) and T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) have volatilities of 3.56% and 3.57%, 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.
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Volatility by Period
| IAXIX | TBCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.56% | 3.57% | -0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 13.03% | 12.01% | +1.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.15% | 15.64% | +1.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.52% | 23.91% | -1.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.59% | 22.76% | -1.17% |
IAXIX vs. TBCIX - Expense Ratio Comparison
IAXIX has a 0.78% expense ratio, which is higher than TBCIX's 0.56% expense ratio.
Dividends
IAXIX vs. TBCIX - Dividend Comparison
IAXIX's dividend yield for the trailing twelve months is around 14.08%, more than TBCIX's 4.93% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IAXIX VY T. Rowe Price Diversified Mid Cap Growth Portfolio | 14.08% | 14.82% | 10.16% | 0.13% | 33.01% | 16.53% | 7.02% | 10.49% | 11.65% | 7.56% | 13.36% | 17.67% |
TBCIX T. Rowe Price Blue Chip Growth Fund I Class | 4.93% | 5.20% | 18.28% | 3.47% | 5.84% | 10.03% | 1.18% | 0.59% | 2.50% | 3.05% | 0.81% | 0.00% |
Frequently Asked Questions
IAXIX and TBCIX have a correlation of 0.65, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TBCIX has higher volatility (3.57%) compared to IAXIX (3.56%). In terms of maximum drawdown, IAXIX dropped -57.55% vs TBCIX's -43.26%.
TBCIX currently has the higher Sharpe Ratio (1.47 vs 0.62), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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