OTCFX vs. TBCIX
Compare and contrast key facts about T. Rowe Price Small-Cap Stock Fund (OTCFX) and T. Rowe Price Blue Chip Growth Fund I Class (TBCIX).
OTCFX is managed by T. Rowe Price. It was launched on Jun 1, 1956. TBCIX is managed by T. Rowe Price.
Performance
OTCFX vs. TBCIX - Performance Comparison
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OTCFX vs. TBCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OTCFX T. Rowe Price Small-Cap Stock Fund | -2.16% | 16.42% | 11.48% | 17.56% | -23.47% | 17.07% | 25.05% | 33.61% | -3.39% | 15.13% |
TBCIX T. Rowe Price Blue Chip Growth Fund I Class | -14.54% | 18.94% | 48.73% | 49.61% | -38.48% | 18.30% | 34.90% | 30.30% | 2.13% | 36.68% |
Returns By Period
In the year-to-date period, OTCFX achieves a -2.16% return, which is significantly higher than TBCIX's -14.54% return. Over the past 10 years, OTCFX has underperformed TBCIX with an annualized return of 11.37%, while TBCIX has yielded a comparatively higher 15.65% annualized return.
OTCFX
- 1D
- -1.07%
- 1M
- -9.81%
- YTD
- -2.16%
- 6M
- 6.60%
- 1Y
- 20.96%
- 3Y*
- 13.01%
- 5Y*
- 4.29%
- 10Y*
- 11.37%
TBCIX
- 1D
- -0.35%
- 1M
- -8.84%
- YTD
- -14.54%
- 6M
- -12.75%
- 1Y
- 11.84%
- 3Y*
- 24.77%
- 5Y*
- 10.38%
- 10Y*
- 15.65%
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OTCFX vs. TBCIX - Expense Ratio Comparison
OTCFX has a 0.85% expense ratio, which is higher than TBCIX's 0.56% expense ratio.
Return for Risk
OTCFX vs. TBCIX — Risk / Return Rank
OTCFX
TBCIX
OTCFX vs. TBCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Small-Cap Stock Fund (OTCFX) 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.
| OTCFX | TBCIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.94 | 0.54 | +0.40 |
Sortino ratioReturn per unit of downside risk | 1.50 | 0.94 | +0.56 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.13 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.15 | 0.50 | +0.65 |
Martin ratioReturn relative to average drawdown | 4.85 | 1.75 | +3.10 |
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
| OTCFX | TBCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.94 | 0.54 | +0.40 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.22 | 0.44 | -0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.69 | -0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.66 | -0.10 |
Correlation
The correlation between OTCFX and TBCIX is 0.71, 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
OTCFX vs. TBCIX - Dividend Comparison
OTCFX's dividend yield for the trailing twelve months is around 14.57%, more than TBCIX's 6.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OTCFX T. Rowe Price Small-Cap Stock Fund | 14.57% | 14.25% | 16.00% | 3.80% | 4.12% | 7.08% | 2.28% | 5.35% | 12.43% | 8.39% | 1.89% | 10.93% |
TBCIX T. Rowe Price Blue Chip Growth Fund I Class | 6.09% | 5.20% | 18.28% | 3.47% | 5.84% | 10.03% | 1.18% | 0.59% | 2.50% | 3.05% | 0.81% | 0.00% |
Drawdowns
OTCFX vs. TBCIX - Drawdown Comparison
The maximum OTCFX drawdown since its inception was -56.37%, which is greater than TBCIX's maximum drawdown of -43.26%. Use the drawdown chart below to compare losses from any high point for OTCFX and TBCIX.
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Drawdown Indicators
| OTCFX | TBCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.37% | -43.26% | -13.11% |
Max Drawdown (1Y)Largest decline over 1 year | -13.51% | -16.96% | +3.45% |
Max Drawdown (5Y)Largest decline over 5 years | -32.44% | -43.26% | +10.82% |
Max Drawdown (10Y)Largest decline over 10 years | -37.71% | -43.26% | +5.55% |
Current DrawdownCurrent decline from peak | -10.75% | -16.96% | +6.21% |
Average DrawdownAverage peak-to-trough decline | -8.25% | -8.15% | -0.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.70% | 4.87% | -1.17% |
Volatility
OTCFX vs. TBCIX - Volatility Comparison
T. Rowe Price Small-Cap Stock Fund (OTCFX) has a higher volatility of 7.11% compared to T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) at 5.58%. This indicates that OTCFX's price experiences larger fluctuations and is considered to be riskier than TBCIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OTCFX | TBCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.11% | 5.58% | +1.53% |
Volatility (6M)Calculated over the trailing 6-month period | 14.47% | 11.76% | +2.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.51% | 22.49% | +0.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.04% | 23.88% | -3.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.41% | 22.69% | -2.28% |