PRCOX vs. TBCIX
Compare and contrast key facts about T. Rowe Price U.S. Equity Research Fund (PRCOX) and T. Rowe Price Blue Chip Growth Fund I Class (TBCIX).
PRCOX is managed by T. Rowe Price. It was launched on Nov 30, 1994. TBCIX is managed by T. Rowe Price.
Performance
PRCOX vs. TBCIX - Performance Comparison
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PRCOX vs. TBCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PRCOX T. Rowe Price U.S. Equity Research Fund | -7.21% | 16.97% | 26.41% | 29.82% | -18.80% | 28.06% | 19.82% | 33.04% | -4.73% | 23.80% |
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, PRCOX achieves a -7.21% return, which is significantly higher than TBCIX's -14.54% return. Over the past 10 years, PRCOX has underperformed TBCIX with an annualized return of 14.30%, while TBCIX has yielded a comparatively higher 15.65% annualized return.
PRCOX
- 1D
- -0.43%
- 1M
- -8.17%
- YTD
- -7.21%
- 6M
- -4.25%
- 1Y
- 14.10%
- 3Y*
- 18.09%
- 5Y*
- 11.91%
- 10Y*
- 14.30%
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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PRCOX vs. TBCIX - Expense Ratio Comparison
PRCOX has a 0.42% expense ratio, which is lower than TBCIX's 0.56% expense ratio.
Return for Risk
PRCOX vs. TBCIX — Risk / Return Rank
PRCOX
TBCIX
PRCOX vs. TBCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price U.S. Equity Research Fund (PRCOX) 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.
| PRCOX | TBCIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.82 | 0.54 | +0.28 |
Sortino ratioReturn per unit of downside risk | 1.28 | 0.94 | +0.33 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.13 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.95 | 0.50 | +0.45 |
Martin ratioReturn relative to average drawdown | 4.54 | 1.75 | +2.79 |
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
| PRCOX | TBCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.82 | 0.54 | +0.28 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.44 | +0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | 0.69 | +0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.66 | -0.12 |
Correlation
The correlation between PRCOX and TBCIX is 0.91, 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
PRCOX vs. TBCIX - Dividend Comparison
PRCOX's dividend yield for the trailing twelve months is around 1.85%, less than TBCIX's 6.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRCOX T. Rowe Price U.S. Equity Research Fund | 1.85% | 1.72% | 0.64% | 1.17% | 1.28% | 3.71% | 1.04% | 1.39% | 5.60% | 7.02% | 7.28% | 8.76% |
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
PRCOX vs. TBCIX - Drawdown Comparison
The maximum PRCOX drawdown since its inception was -53.96%, which is greater than TBCIX's maximum drawdown of -43.26%. Use the drawdown chart below to compare losses from any high point for PRCOX and TBCIX.
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Drawdown Indicators
| PRCOX | TBCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.96% | -43.26% | -10.70% |
Max Drawdown (1Y)Largest decline over 1 year | -12.19% | -16.96% | +4.77% |
Max Drawdown (5Y)Largest decline over 5 years | -24.94% | -43.26% | +18.32% |
Max Drawdown (10Y)Largest decline over 10 years | -34.42% | -43.26% | +8.84% |
Current DrawdownCurrent decline from peak | -9.32% | -16.96% | +7.64% |
Average DrawdownAverage peak-to-trough decline | -9.22% | -8.15% | -1.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.63% | 4.87% | -2.24% |
Volatility
PRCOX vs. TBCIX - Volatility Comparison
The current volatility for T. Rowe Price U.S. Equity Research Fund (PRCOX) is 4.50%, while T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) has a volatility of 5.58%. This indicates that PRCOX 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
| PRCOX | TBCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.50% | 5.58% | -1.08% |
Volatility (6M)Calculated over the trailing 6-month period | 8.87% | 11.76% | -2.89% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.14% | 22.49% | -4.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.27% | 23.88% | -6.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.31% | 22.69% | -4.38% |