PREFX vs. TRBCX

The year-to-date returns for both investments are quite close, with PREFX having a -5.05% return and TRBCX slightly higher at -4.93%. Over the past 10 years, PREFX has underperformed TRBCX with an annualized return of 12.18%, while TRBCX has yielded a comparatively higher 13.57% annualized return.

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PREFX has a 0.76% expense ratio, which is higher than TRBCX's 0.69% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Tax-Efficient Equity Fund (PREFX) and T. Rowe Price Blue Chip Growth Fund (TRBCX). 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.

The current PREFX Sharpe Ratio is 0.46, which is comparable to the TRBCX Sharpe Ratio of 0.51. The chart below compares the historical Sharpe Ratios of PREFX and TRBCX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

PREFX has not paid dividends to shareholders, while TRBCX's dividend yield for the trailing twelve months is around 9.55%.

The maximum PREFX drawdown since its inception was -56.70%, roughly equal to the maximum TRBCX drawdown of -54.56%. Use the drawdown chart below to compare losses from any high point for PREFX and TRBCX. For additional features, visit the drawdowns tool.

T. Rowe Price Tax-Efficient Equity Fund (PREFX) and T. Rowe Price Blue Chip Growth Fund (TRBCX) have volatilities of 13.26% and 13.94%, 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.