PRDSX vs. TBCIX
Compare and contrast key facts about T. Rowe Price QM U.S. Small-Cap Growth Equity Fund (PRDSX) and T. Rowe Price Blue Chip Growth Fund I Class (TBCIX).
PRDSX is managed by T. Rowe Price. It was launched on Jun 30, 1997. TBCIX is managed by T. Rowe Price.
Performance
PRDSX vs. TBCIX - Performance Comparison
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PRDSX vs. TBCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PRDSX T. Rowe Price QM U.S. Small-Cap Growth Equity Fund | -4.64% | 17.44% | 12.97% | 21.15% | -22.49% | 11.15% | 23.85% | 32.75% | -6.91% | 22.12% |
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, PRDSX achieves a -4.64% return, which is significantly higher than TBCIX's -14.54% return. Over the past 10 years, PRDSX has underperformed TBCIX with an annualized return of 10.82%, while TBCIX has yielded a comparatively higher 15.65% annualized return.
PRDSX
- 1D
- -2.18%
- 1M
- -10.24%
- YTD
- -4.64%
- 6M
- 3.04%
- 1Y
- 21.87%
- 3Y*
- 12.67%
- 5Y*
- 4.85%
- 10Y*
- 10.82%
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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PRDSX vs. TBCIX - Expense Ratio Comparison
PRDSX has a 0.78% expense ratio, which is higher than TBCIX's 0.56% expense ratio.
Return for Risk
PRDSX vs. TBCIX — Risk / Return Rank
PRDSX
TBCIX
PRDSX vs. TBCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price QM U.S. Small-Cap Growth Equity Fund (PRDSX) 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.
| PRDSX | TBCIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.93 | 0.54 | +0.39 |
Sortino ratioReturn per unit of downside risk | 1.48 | 0.94 | +0.53 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.13 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.44 | 0.50 | +0.94 |
Martin ratioReturn relative to average drawdown | 5.56 | 1.75 | +3.81 |
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
| PRDSX | TBCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.93 | 0.54 | +0.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.23 | 0.44 | -0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.69 | -0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.66 | -0.31 |
Correlation
The correlation between PRDSX 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
PRDSX vs. TBCIX - Dividend Comparison
PRDSX's dividend yield for the trailing twelve months is around 13.31%, more than TBCIX's 6.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRDSX T. Rowe Price QM U.S. Small-Cap Growth Equity Fund | 13.31% | 12.70% | 7.96% | 2.43% | 3.72% | 13.97% | 2.91% | 4.12% | 4.53% | 0.10% | 0.02% | 1.83% |
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
PRDSX vs. TBCIX - Drawdown Comparison
The maximum PRDSX drawdown since its inception was -58.95%, which is greater than TBCIX's maximum drawdown of -43.26%. Use the drawdown chart below to compare losses from any high point for PRDSX and TBCIX.
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Drawdown Indicators
| PRDSX | TBCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.95% | -43.26% | -15.69% |
Max Drawdown (1Y)Largest decline over 1 year | -13.24% | -16.96% | +3.72% |
Max Drawdown (5Y)Largest decline over 5 years | -33.17% | -43.26% | +10.09% |
Max Drawdown (10Y)Largest decline over 10 years | -37.61% | -43.26% | +5.65% |
Current DrawdownCurrent decline from peak | -12.08% | -16.96% | +4.88% |
Average DrawdownAverage peak-to-trough decline | -14.23% | -8.15% | -6.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.42% | 4.87% | -1.45% |
Volatility
PRDSX vs. TBCIX - Volatility Comparison
T. Rowe Price QM U.S. Small-Cap Growth Equity Fund (PRDSX) has a higher volatility of 7.45% compared to T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) at 5.58%. This indicates that PRDSX's price experiences larger fluctuations and is considered to be riskier 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
| PRDSX | TBCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.45% | 5.58% | +1.87% |
Volatility (6M)Calculated over the trailing 6-month period | 15.20% | 11.76% | +3.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.29% | 22.49% | +0.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.36% | 23.88% | -2.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.46% | 22.69% | -1.23% |