POMIX vs. TBCIX
Compare and contrast key facts about T. Rowe Price Total Equity Market Index Fund (POMIX) and T. Rowe Price Blue Chip Growth Fund I Class (TBCIX).
POMIX is managed by T. Rowe Price. It was launched on Jan 30, 1998. TBCIX is managed by T. Rowe Price.
Performance
POMIX vs. TBCIX - Performance Comparison
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POMIX vs. TBCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
POMIX T. Rowe Price Total Equity Market Index Fund | -6.71% | 18.47% | 23.48% | 26.38% | -19.64% | 25.39% | 19.82% | 30.95% | -5.57% | 19.09% |
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, POMIX achieves a -6.71% return, which is significantly higher than TBCIX's -14.54% return. Over the past 10 years, POMIX has underperformed TBCIX with an annualized return of 13.02%, while TBCIX has yielded a comparatively higher 15.65% annualized return.
POMIX
- 1D
- -0.45%
- 1M
- -7.76%
- YTD
- -6.71%
- 6M
- -3.17%
- 1Y
- 16.21%
- 3Y*
- 17.16%
- 5Y*
- 10.35%
- 10Y*
- 13.02%
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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POMIX vs. TBCIX - Expense Ratio Comparison
POMIX has a 0.20% expense ratio, which is lower than TBCIX's 0.56% expense ratio.
Return for Risk
POMIX vs. TBCIX — Risk / Return Rank
POMIX
TBCIX
POMIX vs. TBCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Total Equity Market Index Fund (POMIX) 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.
| POMIX | TBCIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.93 | 0.54 | +0.40 |
Sortino ratioReturn per unit of downside risk | 1.44 | 0.94 | +0.50 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.13 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.13 | 0.50 | +0.63 |
Martin ratioReturn relative to average drawdown | 5.46 | 1.75 | +3.71 |
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
| POMIX | TBCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.93 | 0.54 | +0.40 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.44 | +0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | 0.69 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.66 | -0.25 |
Correlation
The correlation between POMIX and TBCIX is 0.89, 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
POMIX vs. TBCIX - Dividend Comparison
POMIX's dividend yield for the trailing twelve months is around 3.53%, less than TBCIX's 6.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
POMIX T. Rowe Price Total Equity Market Index Fund | 3.53% | 3.29% | 1.76% | 1.46% | 1.49% | 1.53% | 1.55% | 1.91% | 2.89% | 0.20% | 2.41% | 2.08% |
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
POMIX vs. TBCIX - Drawdown Comparison
The maximum POMIX drawdown since its inception was -55.54%, which is greater than TBCIX's maximum drawdown of -43.26%. Use the drawdown chart below to compare losses from any high point for POMIX and TBCIX.
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Drawdown Indicators
| POMIX | TBCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.54% | -43.26% | -12.28% |
Max Drawdown (1Y)Largest decline over 1 year | -12.46% | -16.96% | +4.50% |
Max Drawdown (5Y)Largest decline over 5 years | -25.56% | -43.26% | +17.70% |
Max Drawdown (10Y)Largest decline over 10 years | -35.05% | -43.26% | +8.21% |
Current DrawdownCurrent decline from peak | -8.83% | -16.96% | +8.13% |
Average DrawdownAverage peak-to-trough decline | -10.71% | -8.15% | -2.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.92% | 4.87% | -1.95% |
Volatility
POMIX vs. TBCIX - Volatility Comparison
The current volatility for T. Rowe Price Total Equity Market Index Fund (POMIX) is 4.38%, while T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) has a volatility of 5.58%. This indicates that POMIX 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
| POMIX | TBCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.38% | 5.58% | -1.20% |
Volatility (6M)Calculated over the trailing 6-month period | 9.11% | 11.76% | -2.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.58% | 22.49% | -3.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.52% | 23.88% | -6.36% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.48% | 22.69% | -4.21% |