PRFSX vs. TBCIX
Compare and contrast key facts about T. Rowe Price Tax Free Short-Intermediate Fund (PRFSX) and T. Rowe Price Blue Chip Growth Fund I Class (TBCIX).
PRFSX is managed by T. Rowe Price. It was launched on Dec 22, 1983. TBCIX is managed by T. Rowe Price.
Performance
PRFSX vs. TBCIX - Performance Comparison
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PRFSX vs. TBCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PRFSX T. Rowe Price Tax Free Short-Intermediate Fund | 0.17% | 5.77% | 3.96% | 5.73% | -4.24% | 0.17% | 3.31% | 3.66% | 1.13% | 1.74% |
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, PRFSX achieves a 0.17% return, which is significantly higher than TBCIX's -14.54% return. Over the past 10 years, PRFSX has underperformed TBCIX with an annualized return of 1.98%, while TBCIX has yielded a comparatively higher 15.65% annualized return.
PRFSX
- 1D
- 0.00%
- 1M
- -1.43%
- YTD
- 0.17%
- 6M
- 1.26%
- 1Y
- 4.28%
- 3Y*
- 4.50%
- 5Y*
- 2.28%
- 10Y*
- 1.98%
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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PRFSX vs. TBCIX - Expense Ratio Comparison
PRFSX has a 0.50% expense ratio, which is lower than TBCIX's 0.56% expense ratio.
Return for Risk
PRFSX vs. TBCIX — Risk / Return Rank
PRFSX
TBCIX
PRFSX vs. TBCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Tax Free Short-Intermediate Fund (PRFSX) 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.
| PRFSX | TBCIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.99 | 0.54 | +1.45 |
Sortino ratioReturn per unit of downside risk | 2.83 | 0.94 | +1.89 |
Omega ratioGain probability vs. loss probability | 1.73 | 1.13 | +0.60 |
Calmar ratioReturn relative to maximum drawdown | 2.19 | 0.50 | +1.69 |
Martin ratioReturn relative to average drawdown | 8.45 | 1.75 | +6.70 |
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
| PRFSX | TBCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.99 | 0.54 | +1.45 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.05 | 0.44 | +0.62 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.92 | 0.69 | +0.23 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.52 | 0.66 | +0.86 |
Correlation
The correlation between PRFSX and TBCIX is 0.04, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
PRFSX vs. TBCIX - Dividend Comparison
PRFSX's dividend yield for the trailing twelve months is around 3.47%, less than TBCIX's 6.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRFSX T. Rowe Price Tax Free Short-Intermediate Fund | 3.47% | 4.12% | 4.43% | 3.67% | 1.09% | 1.22% | 1.49% | 1.62% | 1.48% | 1.37% | 1.34% | 1.41% |
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
PRFSX vs. TBCIX - Drawdown Comparison
The maximum PRFSX drawdown since its inception was -6.97%, smaller than the maximum TBCIX drawdown of -43.26%. Use the drawdown chart below to compare losses from any high point for PRFSX and TBCIX.
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Drawdown Indicators
| PRFSX | TBCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -6.97% | -43.26% | +36.29% |
Max Drawdown (1Y)Largest decline over 1 year | -2.18% | -16.96% | +14.78% |
Max Drawdown (5Y)Largest decline over 5 years | -6.97% | -43.26% | +36.29% |
Max Drawdown (10Y)Largest decline over 10 years | -6.97% | -43.26% | +36.29% |
Current DrawdownCurrent decline from peak | -1.43% | -16.96% | +15.53% |
Average DrawdownAverage peak-to-trough decline | -0.90% | -8.15% | +7.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.56% | 4.87% | -4.31% |
Volatility
PRFSX vs. TBCIX - Volatility Comparison
The current volatility for T. Rowe Price Tax Free Short-Intermediate Fund (PRFSX) is 0.61%, while T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) has a volatility of 5.58%. This indicates that PRFSX 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
| PRFSX | TBCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.61% | 5.58% | -4.97% |
Volatility (6M)Calculated over the trailing 6-month period | 1.25% | 11.76% | -10.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.45% | 22.49% | -20.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.19% | 23.88% | -21.69% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.17% | 22.69% | -20.52% |