POSKX vs. TBCIX

Last updated Jun 24, 2026

POSKX (PrimeCap Odyssey Stock Fund) and TBCIX (T. Rowe Price Blue Chip Growth Fund I Class) are both mutual funds - POSKX is a Large Cap Blend Equities fund managed by PRIMECAP Odyssey Funds, while TBCIX is a Large Cap Growth Equities fund actively managed by T. Rowe Price. Over the past 10 years, POSKX returned 17.20%/yr vs 17.93%/yr for TBCIX. A 0.76 correlation means they provide meaningful diversification when combined. POSKX charges 0.65%/yr vs 0.56%/yr for TBCIX.

Performance

POSKX vs. TBCIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in PrimeCap Odyssey Stock Fund (POSKX) and T. Rowe Price Blue Chip Growth Fund I Class (TBCIX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, POSKX achieves a 26.80% return, which is significantly higher than TBCIX's 0.26% return. Both investments have delivered pretty close results over the past 10 years, with POSKX having a 17.20% annualized return and TBCIX not far ahead at 17.93%.

POSKX

• 1D: 1.20%
• 1M: 6.08%
• YTD: 26.80%
• 6M: 25.51%
• 1Y: 53.32%
• 3Y*: 25.86%
• 5Y*: 16.80%
• 10Y*: 17.20%

TBCIX

• 1D: -1.59%
• 1M: -3.25%
• YTD: 0.26%
• 6M: -0.88%
• 1Y: 15.34%
• 3Y*: 26.05%
• 5Y*: 11.58%
• 10Y*: 17.93%

*Multi-year figures are annualized to reflect compound growth (CAGR)

POSKX vs. TBCIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
POSKX PrimeCap Odyssey Stock Fund	26.80%	25.73%	12.77%	21.18%	-11.12%	32.48%	10.13%	27.15%	-7.19%	25.99%
TBCIX T. Rowe Price Blue Chip Growth Fund I Class	0.26%	18.94%	48.73%	49.61%	-38.48%	18.30%	34.90%	30.30%	2.13%	36.68%

Correlation

The correlation between POSKX and TBCIX is 0.57, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.57
Correlation (3Y) Calculated over the trailing 3-year period	0.66
Correlation (5Y) Calculated over the trailing 5-year period	0.74
Correlation (10Y) Calculated over the trailing 10-year period	0.75
Correlation (All Time) Calculated using the full available price history since Jan 4, 2016	0.76

The correlation between POSKX and TBCIX shifts across timeframes, from 0.57 (1 year) to 0.76 (all time), reflecting how their relationship changes across market environments.

Return for Risk

POSKX vs. TBCIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

POSKX

POSKX Risk / Return Rank: 94
POSKX Sharpe Ratio Rank: 96
POSKX Sortino Ratio Rank: 93
POSKX Omega Ratio Rank: 88
POSKX Calmar Ratio Rank: 95
POSKX Martin Ratio Rank: 96

TBCIX

TBCIX Risk / Return Rank: 13
TBCIX Sharpe Ratio Rank: 15
TBCIX Sortino Ratio Rank: 14
TBCIX Omega Ratio Rank: 14
TBCIX Calmar Ratio Rank: 11
TBCIX Martin Ratio Rank: 12

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

POSKX vs. TBCIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for PrimeCap Odyssey Stock Fund (POSKX) 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.

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.

	POSKX	TBCIX	Difference
Sharpe ratio: Return per unit of total volatility	3.24	1.01	+2.22
Sortino ratio: Return per unit of downside risk	4.39	1.46	+2.93
Omega ratio: Gain probability vs. loss probability	1.57	1.18	+0.39
Calmar ratio: Return relative to maximum drawdown	5.47	0.99	+4.48
Martin ratio: Return relative to average drawdown	22.70	3.26	+19.44

POSKX vs. TBCIX - Sharpe Ratio Comparison

The current POSKX Sharpe Ratio is 3.24, which is higher than the TBCIX Sharpe Ratio of 1.01. The chart below compares the historical Sharpe Ratios of POSKX and TBCIX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

POSKX vs. TBCIX - Drawdown Comparison

The maximum POSKX drawdown since its inception was -50.18%, which is greater than TBCIX's maximum drawdown of -43.26%. Use the drawdown chart below to compare losses from any high point for POSKX and TBCIX.

Drawdown Indicators

	POSKX	TBCIX	Difference
Max Drawdown Largest peak-to-trough decline	-50.18%	-43.26%	-6.92%
Max Drawdown (1Y) Largest decline over 1 year	-9.99%	-16.96%	+6.97%
Max Drawdown (3Y) Largest decline over 3 years	-20.25%	-23.06%	+2.81%
Max Drawdown (5Y) Largest decline over 5 years	-22.96%	-43.26%	+20.30%
Max Drawdown (10Y) Largest decline over 10 years	-36.88%	-43.26%	+6.38%
Current Drawdown Current decline from peak	0.00%	-5.66%	+5.66%
Average Drawdown Average peak-to-trough decline	-6.14%	-8.05%	+1.91%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.40%	5.13%	-2.73%

Volatility

POSKX vs. TBCIX - Volatility Comparison

PrimeCap Odyssey Stock Fund (POSKX) and T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) have volatilities of 6.72% and 6.46%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	POSKX	TBCIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.72%	6.46%	+0.26%
Volatility (6M) Calculated over the trailing 6-month period	13.83%	13.25%	+0.58%
Volatility (1Y) Calculated over the trailing 1-year period	16.94%	16.65%	+0.29%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.05%	24.04%	-5.99%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	19.09%	22.83%	-3.74%

POSKX vs. TBCIX - Expense Ratio Comparison

POSKX has a 0.65% expense ratio, which is higher than TBCIX's 0.56% expense ratio.

Dividends

POSKX vs. TBCIX - Dividend Comparison

POSKX's dividend yield for the trailing twelve months is around 21.64%, more than TBCIX's 5.19% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
POSKX PrimeCap Odyssey Stock Fund	21.64%	27.44%	18.13%	10.14%	12.13%	14.58%	7.85%	6.03%	3.03%	2.17%	2.93%	1.92%
TBCIX T. Rowe Price Blue Chip Growth Fund I Class	5.19%	5.20%	18.28%	3.47%	5.84%	10.03%	1.18%	0.59%	2.50%	3.05%	0.81%	0.00%

Frequently Asked Questions

Can I hold both POSKX and TBCIX in my portfolio?

POSKX and TBCIX have a correlation of 0.57, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, POSKX or TBCIX?

POSKX has higher volatility (6.72%) compared to TBCIX (6.46%). In terms of maximum drawdown, POSKX dropped -50.18% vs TBCIX's -43.26%.

Which has better risk-adjusted returns?

POSKX currently has the higher Sharpe Ratio (3.23 vs 1.01), 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.