PAFGX vs. TBCIX
Compare and contrast key facts about T. Rowe Price Global Allocation Fund (PAFGX) and T. Rowe Price Blue Chip Growth Fund I Class (TBCIX).
PAFGX is managed by T. Rowe Price. It was launched on May 27, 2013. TBCIX is managed by T. Rowe Price.
Performance
PAFGX vs. TBCIX - Performance Comparison
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PAFGX vs. TBCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PAFGX T. Rowe Price Global Allocation Fund | -2.27% | 14.75% | 9.43% | 13.48% | -14.80% | 8.83% | 14.45% | 19.91% | -7.15% | 15.77% |
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, PAFGX achieves a -2.27% return, which is significantly higher than TBCIX's -14.54% return. Over the past 10 years, PAFGX has underperformed TBCIX with an annualized return of 7.15%, while TBCIX has yielded a comparatively higher 15.65% annualized return.
PAFGX
- 1D
- -0.13%
- 1M
- -6.62%
- YTD
- -2.27%
- 6M
- 0.15%
- 1Y
- 10.80%
- 3Y*
- 10.17%
- 5Y*
- 4.58%
- 10Y*
- 7.15%
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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PAFGX vs. TBCIX - Expense Ratio Comparison
PAFGX has a 1.02% expense ratio, which is higher than TBCIX's 0.56% expense ratio.
Return for Risk
PAFGX vs. TBCIX — Risk / Return Rank
PAFGX
TBCIX
PAFGX vs. TBCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Global Allocation Fund (PAFGX) 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.
| PAFGX | TBCIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.11 | 0.54 | +0.58 |
Sortino ratioReturn per unit of downside risk | 1.56 | 0.94 | +0.62 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.13 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.29 | 0.50 | +0.78 |
Martin ratioReturn relative to average drawdown | 5.61 | 1.75 | +3.86 |
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
| PAFGX | TBCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.11 | 0.54 | +0.58 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.44 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.69 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.67 | 0.66 | 0.00 |
Correlation
The correlation between PAFGX and TBCIX is 0.81, 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
PAFGX vs. TBCIX - Dividend Comparison
PAFGX's dividend yield for the trailing twelve months is around 6.90%, more than TBCIX's 6.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PAFGX T. Rowe Price Global Allocation Fund | 6.90% | 6.75% | 5.00% | 2.32% | 2.74% | 7.14% | 0.79% | 2.92% | 2.26% | 0.75% | 0.36% | 1.62% |
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
PAFGX vs. TBCIX - Drawdown Comparison
The maximum PAFGX drawdown since its inception was -24.45%, smaller than the maximum TBCIX drawdown of -43.26%. Use the drawdown chart below to compare losses from any high point for PAFGX and TBCIX.
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Drawdown Indicators
| PAFGX | TBCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.45% | -43.26% | +18.81% |
Max Drawdown (1Y)Largest decline over 1 year | -7.71% | -16.96% | +9.25% |
Max Drawdown (5Y)Largest decline over 5 years | -22.00% | -43.26% | +21.26% |
Max Drawdown (10Y)Largest decline over 10 years | -24.45% | -43.26% | +18.81% |
Current DrawdownCurrent decline from peak | -6.79% | -16.96% | +10.17% |
Average DrawdownAverage peak-to-trough decline | -3.83% | -8.15% | +4.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.77% | 4.87% | -3.10% |
Volatility
PAFGX vs. TBCIX - Volatility Comparison
The current volatility for T. Rowe Price Global Allocation Fund (PAFGX) is 3.37%, while T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) has a volatility of 5.58%. This indicates that PAFGX experiences smaller price fluctuations and is considered to be less risky 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
| PAFGX | TBCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.37% | 5.58% | -2.21% |
Volatility (6M)Calculated over the trailing 6-month period | 5.81% | 11.76% | -5.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.83% | 22.49% | -12.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.39% | 23.88% | -14.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.19% | 22.69% | -12.50% |