PRCFX vs. TBCIX
Compare and contrast key facts about T. Rowe Price Capital Appreciation and Income Fund (PRCFX) and T. Rowe Price Blue Chip Growth Fund I Class (TBCIX).
PRCFX is an actively managed fund by T. Rowe Price. It was launched on Nov 29, 2023. TBCIX is managed by T. Rowe Price.
Performance
PRCFX vs. TBCIX - Performance Comparison
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PRCFX vs. TBCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
PRCFX T. Rowe Price Capital Appreciation and Income Fund | -3.76% | 11.26% | 8.76% | 3.10% |
TBCIX T. Rowe Price Blue Chip Growth Fund I Class | -14.54% | 18.94% | 48.73% | 3.44% |
Returns By Period
In the year-to-date period, PRCFX achieves a -3.76% return, which is significantly higher than TBCIX's -14.54% return.
PRCFX
- 1D
- 0.14%
- 1M
- -4.26%
- YTD
- -3.76%
- 6M
- -2.05%
- 1Y
- 6.94%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
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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PRCFX vs. TBCIX - Expense Ratio Comparison
PRCFX has a 0.65% expense ratio, which is higher than TBCIX's 0.56% expense ratio.
Return for Risk
PRCFX vs. TBCIX — Risk / Return Rank
PRCFX
TBCIX
PRCFX vs. TBCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Capital Appreciation and Income Fund (PRCFX) 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.
| PRCFX | TBCIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.99 | 0.54 | +0.46 |
Sortino ratioReturn per unit of downside risk | 1.50 | 0.94 | +0.55 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.13 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.34 | 0.50 | +0.84 |
Martin ratioReturn relative to average drawdown | 6.16 | 1.75 | +4.41 |
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
| PRCFX | TBCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.99 | 0.54 | +0.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.44 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.69 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.27 | 0.66 | +0.61 |
Correlation
The correlation between PRCFX and TBCIX is 0.76, 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
PRCFX vs. TBCIX - Dividend Comparison
PRCFX's dividend yield for the trailing twelve months is around 3.32%, less than TBCIX's 6.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
PRCFX T. Rowe Price Capital Appreciation and Income Fund | 3.32% | 2.94% | 3.08% | 0.26% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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% |
Drawdowns
PRCFX vs. TBCIX - Drawdown Comparison
The maximum PRCFX drawdown since its inception was -6.57%, smaller than the maximum TBCIX drawdown of -43.26%. Use the drawdown chart below to compare losses from any high point for PRCFX and TBCIX.
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Drawdown Indicators
| PRCFX | TBCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -6.57% | -43.26% | +36.69% |
Max Drawdown (1Y)Largest decline over 1 year | -5.07% | -16.96% | +11.89% |
Max Drawdown (5Y)Largest decline over 5 years | — | -43.26% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -43.26% | — |
Current DrawdownCurrent decline from peak | -4.36% | -16.96% | +12.60% |
Average DrawdownAverage peak-to-trough decline | -0.70% | -8.15% | +7.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.10% | 4.87% | -3.77% |
Volatility
PRCFX vs. TBCIX - Volatility Comparison
The current volatility for T. Rowe Price Capital Appreciation and Income Fund (PRCFX) is 2.16%, while T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) has a volatility of 5.58%. This indicates that PRCFX 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
| PRCFX | TBCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.16% | 5.58% | -3.42% |
Volatility (6M)Calculated over the trailing 6-month period | 3.76% | 11.76% | -8.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.41% | 22.49% | -15.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.49% | 23.88% | -17.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.49% | 22.69% | -16.20% |