PCCOX vs. TBCIX
Compare and contrast key facts about T. Rowe Price U.S. Equity Research Fund I Class (PCCOX) and T. Rowe Price Blue Chip Growth Fund I Class (TBCIX).
PCCOX is a passively managed fund by T. Rowe Price that tracks the performance of the S&P 500 Index. It was launched on Nov 29, 2016. TBCIX is managed by T. Rowe Price.
Performance
PCCOX vs. TBCIX - Performance Comparison
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PCCOX vs. TBCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PCCOX T. Rowe Price U.S. Equity Research Fund I Class | -4.38% | 17.12% | 26.56% | 29.93% | -18.71% | 28.17% | 19.96% | 33.13% | -4.55% | 23.01% |
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% | 35.34% |
Returns By Period
In the year-to-date period, PCCOX achieves a -4.38% return, which is significantly higher than TBCIX's -11.20% return.
PCCOX
- 1D
- 3.04%
- 1M
- -5.42%
- YTD
- -4.38%
- 6M
- -1.57%
- 1Y
- 17.16%
- 3Y*
- 19.40%
- 5Y*
- 12.43%
- 10Y*
- —
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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PCCOX vs. TBCIX - Expense Ratio Comparison
PCCOX has a 0.34% expense ratio, which is lower than TBCIX's 0.56% expense ratio.
Return for Risk
PCCOX vs. TBCIX — Risk / Return Rank
PCCOX
TBCIX
PCCOX vs. TBCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price U.S. Equity Research Fund I Class (PCCOX) 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.
| PCCOX | TBCIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.97 | 0.72 | +0.25 |
Sortino ratioReturn per unit of downside risk | 1.50 | 1.21 | +0.29 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.17 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.30 | 0.78 | +0.52 |
Martin ratioReturn relative to average drawdown | 6.14 | 2.71 | +3.43 |
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
| PCCOX | TBCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.97 | 0.72 | +0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.72 | 0.45 | +0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.71 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.79 | 0.68 | +0.11 |
Correlation
The correlation between PCCOX and TBCIX is 0.91, 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
PCCOX vs. TBCIX - Dividend Comparison
PCCOX's dividend yield for the trailing twelve months is around 1.85%, less than TBCIX's 5.86% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
PCCOX T. Rowe Price U.S. Equity Research Fund I Class | 1.85% | 1.77% | 0.71% | 1.22% | 1.38% | 3.78% | 1.12% | 1.45% | 5.77% | 7.18% | 0.00% |
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% |
Drawdowns
PCCOX vs. TBCIX - Drawdown Comparison
The maximum PCCOX drawdown since its inception was -34.42%, smaller than the maximum TBCIX drawdown of -43.26%. Use the drawdown chart below to compare losses from any high point for PCCOX and TBCIX.
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Drawdown Indicators
| PCCOX | TBCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.42% | -43.26% | +8.84% |
Max Drawdown (1Y)Largest decline over 1 year | -12.19% | -16.96% | +4.77% |
Max Drawdown (5Y)Largest decline over 5 years | -24.90% | -43.26% | +18.36% |
Max Drawdown (10Y)Largest decline over 10 years | — | -43.26% | — |
Current DrawdownCurrent decline from peak | -6.54% | -13.72% | +7.18% |
Average DrawdownAverage peak-to-trough decline | -4.57% | -8.15% | +3.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.58% | 4.86% | -2.28% |
Volatility
PCCOX vs. TBCIX - Volatility Comparison
The current volatility for T. Rowe Price U.S. Equity Research Fund I Class (PCCOX) is 5.64%, while T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) has a volatility of 7.01%. This indicates that PCCOX 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
| PCCOX | TBCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.64% | 7.01% | -1.37% |
Volatility (6M)Calculated over the trailing 6-month period | 9.35% | 12.40% | -3.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.35% | 22.77% | -4.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.32% | 23.94% | -6.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.80% | 22.73% | -3.93% |