PMEGX vs. TBCIX
Compare and contrast key facts about T. Rowe Price Institutional Mid Cap Equity Growth Fund (PMEGX) and T. Rowe Price Blue Chip Growth Fund I Class (TBCIX).
PMEGX is managed by T. Rowe Price. It was launched on Jul 31, 1996. TBCIX is managed by T. Rowe Price.
Performance
PMEGX vs. TBCIX - Performance Comparison
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PMEGX vs. TBCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PMEGX T. Rowe Price Institutional Mid Cap Equity Growth Fund | -6.62% | 3.73% | 9.15% | 20.69% | -23.19% | 15.50% | 23.95% | 33.08% | -2.23% | 26.02% |
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, PMEGX achieves a -6.62% return, which is significantly higher than TBCIX's -14.54% return. Over the past 10 years, PMEGX has underperformed TBCIX with an annualized return of 9.38%, while TBCIX has yielded a comparatively higher 15.65% annualized return.
PMEGX
- 1D
- -0.33%
- 1M
- -9.23%
- YTD
- -6.62%
- 6M
- -5.92%
- 1Y
- 4.40%
- 3Y*
- 5.91%
- 5Y*
- 1.89%
- 10Y*
- 9.38%
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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PMEGX vs. TBCIX - Expense Ratio Comparison
PMEGX has a 0.61% expense ratio, which is higher than TBCIX's 0.56% expense ratio.
Return for Risk
PMEGX vs. TBCIX — Risk / Return Rank
PMEGX
TBCIX
PMEGX vs. TBCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Institutional Mid Cap Equity Growth Fund (PMEGX) 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.
| PMEGX | TBCIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.23 | 0.54 | -0.30 |
Sortino ratioReturn per unit of downside risk | 0.47 | 0.94 | -0.47 |
Omega ratioGain probability vs. loss probability | 1.06 | 1.13 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.17 | 0.50 | -0.33 |
Martin ratioReturn relative to average drawdown | 0.69 | 1.75 | -1.06 |
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
| PMEGX | TBCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.23 | 0.54 | -0.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.09 | 0.44 | -0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.69 | -0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.66 | -0.16 |
Correlation
The correlation between PMEGX and TBCIX is 0.80, 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
PMEGX vs. TBCIX - Dividend Comparison
PMEGX's dividend yield for the trailing twelve months is around 22.59%, more than TBCIX's 6.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PMEGX T. Rowe Price Institutional Mid Cap Equity Growth Fund | 22.59% | 21.10% | 14.15% | 7.07% | 1.65% | 12.80% | 4.44% | 5.11% | 10.42% | 6.30% | 1.04% | 6.18% |
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
PMEGX vs. TBCIX - Drawdown Comparison
The maximum PMEGX drawdown since its inception was -55.88%, which is greater than TBCIX's maximum drawdown of -43.26%. Use the drawdown chart below to compare losses from any high point for PMEGX and TBCIX.
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Drawdown Indicators
| PMEGX | TBCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.88% | -43.26% | -12.62% |
Max Drawdown (1Y)Largest decline over 1 year | -12.70% | -16.96% | +4.26% |
Max Drawdown (5Y)Largest decline over 5 years | -32.87% | -43.26% | +10.39% |
Max Drawdown (10Y)Largest decline over 10 years | -37.16% | -43.26% | +6.10% |
Current DrawdownCurrent decline from peak | -14.99% | -16.96% | +1.97% |
Average DrawdownAverage peak-to-trough decline | -9.01% | -8.15% | -0.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.14% | 4.87% | -1.73% |
Volatility
PMEGX vs. TBCIX - Volatility Comparison
The current volatility for T. Rowe Price Institutional Mid Cap Equity Growth Fund (PMEGX) is 4.74%, while T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) has a volatility of 5.58%. This indicates that PMEGX 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
| PMEGX | TBCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.74% | 5.58% | -0.84% |
Volatility (6M)Calculated over the trailing 6-month period | 9.68% | 11.76% | -2.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.85% | 22.49% | -3.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.02% | 23.88% | -3.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.78% | 22.69% | -2.91% |