PDGIX vs. TBCIX
Compare and contrast key facts about T. Rowe Price Dividend Growth Fund (PDGIX) and T. Rowe Price Blue Chip Growth Fund I Class (TBCIX).
PDGIX is an actively managed fund by T. Rowe Price. It was launched on Dec 17, 2015. TBCIX is managed by T. Rowe Price.
Performance
PDGIX vs. TBCIX - Performance Comparison
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PDGIX vs. TBCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PDGIX T. Rowe Price Dividend Growth Fund | -2.44% | 14.91% | 13.63% | 13.82% | -10.08% | 26.19% | 14.06% | 31.90% | -0.93% | 18.98% |
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, PDGIX achieves a -2.44% return, which is significantly higher than TBCIX's -14.54% return. Over the past 10 years, PDGIX has underperformed TBCIX with an annualized return of 12.23%, while TBCIX has yielded a comparatively higher 15.65% annualized return.
PDGIX
- 1D
- 0.03%
- 1M
- -7.29%
- YTD
- -2.44%
- 6M
- 0.07%
- 1Y
- 9.58%
- 3Y*
- 12.44%
- 5Y*
- 9.40%
- 10Y*
- 12.23%
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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PDGIX vs. TBCIX - Expense Ratio Comparison
PDGIX has a 0.51% expense ratio, which is lower than TBCIX's 0.56% expense ratio.
Return for Risk
PDGIX vs. TBCIX — Risk / Return Rank
PDGIX
TBCIX
PDGIX vs. TBCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Dividend Growth Fund (PDGIX) 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.
| PDGIX | TBCIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.72 | 0.54 | +0.18 |
Sortino ratioReturn per unit of downside risk | 1.09 | 0.94 | +0.15 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.13 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.81 | 0.50 | +0.31 |
Martin ratioReturn relative to average drawdown | 3.90 | 1.75 | +2.16 |
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
| PDGIX | TBCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.72 | 0.54 | +0.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 0.44 | +0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | 0.69 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.78 | 0.66 | +0.12 |
Correlation
The correlation between PDGIX and TBCIX is 0.77, 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
PDGIX vs. TBCIX - Dividend Comparison
PDGIX's dividend yield for the trailing twelve months is around 8.45%, more than TBCIX's 6.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
PDGIX T. Rowe Price Dividend Growth Fund | 8.45% | 8.16% | 4.80% | 2.90% | 3.99% | 2.09% | 1.15% | 2.44% | 3.81% | 1.89% | 3.20% |
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% |
Drawdowns
PDGIX vs. TBCIX - Drawdown Comparison
The maximum PDGIX drawdown since its inception was -33.17%, smaller than the maximum TBCIX drawdown of -43.26%. Use the drawdown chart below to compare losses from any high point for PDGIX and TBCIX.
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Drawdown Indicators
| PDGIX | TBCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.17% | -43.26% | +10.09% |
Max Drawdown (1Y)Largest decline over 1 year | -11.27% | -16.96% | +5.69% |
Max Drawdown (5Y)Largest decline over 5 years | -19.21% | -43.26% | +24.05% |
Max Drawdown (10Y)Largest decline over 10 years | -33.17% | -43.26% | +10.09% |
Current DrawdownCurrent decline from peak | -7.30% | -16.96% | +9.66% |
Average DrawdownAverage peak-to-trough decline | -3.40% | -8.15% | +4.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.34% | 4.87% | -2.53% |
Volatility
PDGIX vs. TBCIX - Volatility Comparison
The current volatility for T. Rowe Price Dividend Growth Fund (PDGIX) is 3.42%, while T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) has a volatility of 5.58%. This indicates that PDGIX 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
| PDGIX | TBCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.42% | 5.58% | -2.16% |
Volatility (6M)Calculated over the trailing 6-month period | 7.38% | 11.76% | -4.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.00% | 22.49% | -7.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.05% | 23.88% | -9.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.86% | 22.69% | -6.83% |