PIGFX vs. TRBCX
PIGFX (Pioneer Fundamental Growth Fund) and TRBCX (T. Rowe Price Blue Chip Growth Fund) are both Large Cap Growth Equities funds. Over the past 10 years, PIGFX returned 14.88%/yr vs 17.70%/yr for TRBCX. Their correlation of 0.93 suggests significant overlap in exposure. PIGFX charges 1.00%/yr vs 0.69%/yr for TRBCX.
Performance
PIGFX vs. TRBCX - Performance Comparison
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Returns By Period
In the year-to-date period, PIGFX achieves a 3.43% return, which is significantly higher than TRBCX's 0.19% return. Over the past 10 years, PIGFX has underperformed TRBCX with an annualized return of 14.88%, while TRBCX has yielded a comparatively higher 17.70% annualized return.
PIGFX
- 1D
- -0.53%
- 1M
- -0.06%
- YTD
- 3.43%
- 6M
- 2.74%
- 1Y
- 14.30%
- 3Y*
- 16.48%
- 5Y*
- 10.19%
- 10Y*
- 14.88%
TRBCX
- 1D
- -1.60%
- 1M
- -3.26%
- YTD
- 0.19%
- 6M
- -0.94%
- 1Y
- 15.20%
- 3Y*
- 25.86%
- 5Y*
- 11.30%
- 10Y*
- 17.70%
PIGFX vs. TRBCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PIGFX Pioneer Fundamental Growth Fund | 3.43% | 14.20% | 17.46% | 32.80% | -20.79% | 23.80% | 27.20% | 33.88% | -0.64% | 22.58% |
TRBCX T. Rowe Price Blue Chip Growth Fund | 0.19% | 18.78% | 48.46% | 49.42% | -38.57% | 17.54% | 34.73% | 29.97% | 2.00% | 36.54% |
Correlation
The correlation between PIGFX and TRBCX is 0.80, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.80 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.86 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.91 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.91 |
Correlation (All Time) Calculated using the full available price history since Aug 22, 2002 | 0.93 |
The correlation between PIGFX and TRBCX shifts across timeframes, from 0.80 (1 year) to 0.93 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
PIGFX vs. TRBCX — Risk / Return Rank
PIGFX
TRBCX
PIGFX vs. TRBCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pioneer Fundamental Growth Fund (PIGFX) and T. Rowe Price Blue Chip Growth Fund (TRBCX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| PIGFX | TRBCX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.10 | ||
| Sortino ratioReturn per unit of downside risk | +0.16 | ||
| Omega ratioGain probability vs. loss probability | 1.19 | 1.17 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 1.07 | 0.98 | +0.09 |
| Martin ratioReturn relative to average drawdown | 3.52 | 3.23 | +0.29 |
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Drawdowns
PIGFX vs. TRBCX - Drawdown Comparison
The maximum PIGFX drawdown since its inception was -44.04%, smaller than the maximum TRBCX drawdown of -54.56%. Use the drawdown chart below to compare losses from any high point for PIGFX and TRBCX.
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Drawdown Indicators
| PIGFX | TRBCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.04% | -54.56% | +10.52% |
Max Drawdown (1Y)Largest decline over 1 year | -14.32% | -17.01% | +2.69% |
Max Drawdown (3Y)Largest decline over 3 years | -19.99% | -23.08% | +3.09% |
Max Drawdown (5Y)Largest decline over 5 years | -27.12% | -43.63% | +16.51% |
Max Drawdown (10Y)Largest decline over 10 years | -31.47% | -43.63% | +12.16% |
Current DrawdownCurrent decline from peak | -1.76% | -5.67% | +3.91% |
Average DrawdownAverage peak-to-trough decline | -6.37% | -11.29% | +4.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.34% | 5.14% | -0.80% |
Volatility
PIGFX vs. TRBCX - Volatility Comparison
The current volatility for Pioneer Fundamental Growth Fund (PIGFX) is 5.23%, while T. Rowe Price Blue Chip Growth Fund (TRBCX) has a volatility of 6.46%. This indicates that PIGFX experiences smaller price fluctuations and is considered to be less risky than TRBCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PIGFX | TRBCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.23% | 6.46% | -1.23% |
Volatility (6M)Calculated over the trailing 6-month period | 11.64% | 14.49% | -2.85% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.71% | 17.62% | -2.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.81% | 24.16% | -5.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.96% | 22.87% | -3.91% |
PIGFX vs. TRBCX - Expense Ratio Comparison
PIGFX has a 1.00% expense ratio, which is higher than TRBCX's 0.69% expense ratio.
Dividends
PIGFX vs. TRBCX - Dividend Comparison
PIGFX's dividend yield for the trailing twelve months is around 18.55%, more than TRBCX's 5.24% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PIGFX Pioneer Fundamental Growth Fund | 18.55% | 19.18% | 5.75% | 3.41% | 4.39% | 20.14% | 9.08% | 5.43% | 6.07% | 4.66% | 2.19% | 4.40% |
TRBCX T. Rowe Price Blue Chip Growth Fund | 5.24% | 5.25% | 18.16% | 3.49% | 5.87% | 9.38% | 1.19% | 0.36% | 2.44% | 2.94% | 0.67% | 3.26% |
Frequently Asked Questions
PIGFX and TRBCX have a correlation of 0.80, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TRBCX has higher volatility (6.46%) compared to PIGFX (5.23%). In terms of maximum drawdown, PIGFX dropped -44.04% vs TRBCX's -54.56%.
PIGFX currently has the higher Sharpe Ratio (1.04 vs 0.95), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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