PEXMX vs. TBCIX
Compare and contrast key facts about T. Rowe Price Extended Equity Market Index Fund (PEXMX) and T. Rowe Price Blue Chip Growth Fund I Class (TBCIX).
PEXMX is managed by T. Rowe Price. It was launched on Jan 30, 1998. TBCIX is managed by T. Rowe Price.
Performance
PEXMX vs. TBCIX - Performance Comparison
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PEXMX vs. TBCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PEXMX T. Rowe Price Extended Equity Market Index Fund | -4.65% | 14.64% | 16.72% | 25.32% | -26.15% | 12.09% | 30.80% | 32.57% | -9.61% | 16.63% |
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, PEXMX achieves a -4.65% return, which is significantly higher than TBCIX's -14.54% return. Over the past 10 years, PEXMX has underperformed TBCIX with an annualized return of 10.94%, while TBCIX has yielded a comparatively higher 15.65% annualized return.
PEXMX
- 1D
- -1.01%
- 1M
- -7.83%
- YTD
- -4.65%
- 6M
- -1.56%
- 1Y
- 20.04%
- 3Y*
- 14.72%
- 5Y*
- 4.22%
- 10Y*
- 10.94%
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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PEXMX vs. TBCIX - Expense Ratio Comparison
PEXMX has a 0.23% expense ratio, which is lower than TBCIX's 0.56% expense ratio.
Return for Risk
PEXMX vs. TBCIX — Risk / Return Rank
PEXMX
TBCIX
PEXMX vs. TBCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Extended Equity Market Index Fund (PEXMX) 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.
| PEXMX | TBCIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.87 | 0.54 | +0.33 |
Sortino ratioReturn per unit of downside risk | 1.36 | 0.94 | +0.42 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.13 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.95 | 0.50 | +0.44 |
Martin ratioReturn relative to average drawdown | 3.99 | 1.75 | +2.24 |
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
| PEXMX | TBCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.87 | 0.54 | +0.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.19 | 0.44 | -0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | 0.69 | -0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.66 | -0.28 |
Correlation
The correlation between PEXMX and TBCIX is 0.75, 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
PEXMX vs. TBCIX - Dividend Comparison
PEXMX's dividend yield for the trailing twelve months is around 7.43%, more than TBCIX's 6.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PEXMX T. Rowe Price Extended Equity Market Index Fund | 7.43% | 7.08% | 7.64% | 3.64% | 7.53% | 14.87% | 2.99% | 8.17% | 6.67% | 4.50% | 5.90% | 4.81% |
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
PEXMX vs. TBCIX - Drawdown Comparison
The maximum PEXMX drawdown since its inception was -57.82%, which is greater than TBCIX's maximum drawdown of -43.26%. Use the drawdown chart below to compare losses from any high point for PEXMX and TBCIX.
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Drawdown Indicators
| PEXMX | TBCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.82% | -43.26% | -14.56% |
Max Drawdown (1Y)Largest decline over 1 year | -14.71% | -16.96% | +2.25% |
Max Drawdown (5Y)Largest decline over 5 years | -36.27% | -43.26% | +6.99% |
Max Drawdown (10Y)Largest decline over 10 years | -41.27% | -43.26% | +1.99% |
Current DrawdownCurrent decline from peak | -10.30% | -16.96% | +6.66% |
Average DrawdownAverage peak-to-trough decline | -13.69% | -8.15% | -5.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.08% | 4.87% | -0.79% |
Volatility
PEXMX vs. TBCIX - Volatility Comparison
T. Rowe Price Extended Equity Market Index Fund (PEXMX) has a higher volatility of 5.98% compared to T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) at 5.58%. This indicates that PEXMX'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
| PEXMX | TBCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.98% | 5.58% | +0.40% |
Volatility (6M)Calculated over the trailing 6-month period | 13.58% | 11.76% | +1.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.35% | 22.49% | +0.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.48% | 23.88% | -1.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.20% | 22.69% | -0.49% |