PAULX vs. TBCIX
Compare and contrast key facts about T. Rowe Price U.S. Large-Cap Core Fund (PAULX) and T. Rowe Price Blue Chip Growth Fund I Class (TBCIX).
PAULX is managed by T. Rowe Price. It was launched on Jun 26, 2009. TBCIX is managed by T. Rowe Price.
Performance
PAULX vs. TBCIX - Performance Comparison
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PAULX vs. TBCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PAULX T. Rowe Price U.S. Large-Cap Core Fund | -2.90% | 12.43% | 22.59% | 22.23% | -15.42% | 25.18% | 15.25% | 29.16% | -3.65% | 20.22% |
TBCIX T. Rowe Price Blue Chip Growth Fund I Class | -11.20% | 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, PAULX achieves a -2.90% return, which is significantly higher than TBCIX's -11.20% return. Over the past 10 years, PAULX has underperformed TBCIX with an annualized return of 12.23%, while TBCIX has yielded a comparatively higher 16.10% annualized return.
PAULX
- 1D
- 2.59%
- 1M
- -5.50%
- YTD
- -2.90%
- 6M
- -1.53%
- 1Y
- 12.70%
- 3Y*
- 16.28%
- 5Y*
- 10.20%
- 10Y*
- 12.23%
TBCIX
- 1D
- 3.90%
- 1M
- -5.46%
- YTD
- -11.20%
- 6M
- -9.94%
- 1Y
- 15.19%
- 3Y*
- 26.37%
- 5Y*
- 10.79%
- 10Y*
- 16.10%
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PAULX vs. TBCIX - Expense Ratio Comparison
PAULX has a 0.97% expense ratio, which is higher than TBCIX's 0.56% expense ratio.
Return for Risk
PAULX vs. TBCIX — Risk / Return Rank
PAULX
TBCIX
PAULX vs. TBCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price U.S. Large-Cap Core Fund (PAULX) 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.
| PAULX | TBCIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.79 | 0.72 | +0.07 |
Sortino ratioReturn per unit of downside risk | 1.24 | 1.21 | +0.03 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.17 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.24 | 0.78 | +0.47 |
Martin ratioReturn relative to average drawdown | 5.78 | 2.71 | +3.07 |
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
| PAULX | TBCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.79 | 0.72 | +0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.64 | 0.45 | +0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.71 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.82 | 0.68 | +0.14 |
Correlation
The correlation between PAULX and TBCIX is 0.88, 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
PAULX vs. TBCIX - Dividend Comparison
PAULX's dividend yield for the trailing twelve months is around 7.62%, more than TBCIX's 5.86% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PAULX T. Rowe Price U.S. Large-Cap Core Fund | 7.62% | 7.40% | 6.30% | 0.16% | 4.05% | 6.85% | 0.59% | 3.21% | 7.52% | 2.10% | 0.59% | 5.25% |
TBCIX T. Rowe Price Blue Chip Growth Fund I Class | 5.86% | 5.20% | 18.28% | 3.47% | 5.84% | 10.03% | 1.18% | 0.59% | 2.50% | 3.05% | 0.81% | 0.00% |
Drawdowns
PAULX vs. TBCIX - Drawdown Comparison
The maximum PAULX drawdown since its inception was -33.69%, smaller than the maximum TBCIX drawdown of -43.26%. Use the drawdown chart below to compare losses from any high point for PAULX and TBCIX.
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Drawdown Indicators
| PAULX | TBCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.69% | -43.26% | +9.57% |
Max Drawdown (1Y)Largest decline over 1 year | -11.23% | -16.96% | +5.73% |
Max Drawdown (5Y)Largest decline over 5 years | -23.11% | -43.26% | +20.15% |
Max Drawdown (10Y)Largest decline over 10 years | -33.69% | -43.26% | +9.57% |
Current DrawdownCurrent decline from peak | -6.24% | -13.72% | +7.48% |
Average DrawdownAverage peak-to-trough decline | -3.72% | -8.15% | +4.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.42% | 4.86% | -2.44% |
Volatility
PAULX vs. TBCIX - Volatility Comparison
The current volatility for T. Rowe Price U.S. Large-Cap Core Fund (PAULX) is 5.00%, while T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) has a volatility of 7.01%. This indicates that PAULX 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
| PAULX | TBCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.00% | 7.01% | -2.01% |
Volatility (6M)Calculated over the trailing 6-month period | 8.71% | 12.40% | -3.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.86% | 22.77% | -5.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.97% | 23.94% | -7.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.96% | 22.73% | -5.77% |