PRGFX vs. TRBCX
Compare and contrast key facts about T. Rowe Price Growth Stock Fund (PRGFX) and T. Rowe Price Blue Chip Growth Fund (TRBCX).
PRGFX is managed by T. Rowe Price. It was launched on Apr 11, 1950. TRBCX is managed by T. Rowe Price. It was launched on Jun 30, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PRGFX or TRBCX.
Key characteristics
| PRGFX | TRBCX | |
|---|---|---|
| YTD Return | 30.17% | 36.31% |
| 1Y Return | 31.23% | 42.56% |
| 3Y Return (Ann) | -3.03% | 6.31% |
| 5Y Return (Ann) | 9.57% | 15.71% |
| 10Y Return (Ann) | 7.05% | 14.96% |
| Sharpe Ratio | 2.01 | 2.49 |
| Sortino Ratio | 2.66 | 3.24 |
| Omega Ratio | 1.37 | 1.46 |
| Calmar Ratio | 0.99 | 2.66 |
| Martin Ratio | 9.86 | 13.64 |
| Ulcer Index | 3.39% | 3.30% |
| Daily Std Dev | 16.60% | 18.05% |
| Max Drawdown | -57.19% | -54.56% |
| Current Drawdown | -11.29% | -0.11% |
Correlation
The correlation between PRGFX and TRBCX is 0.98, 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.
Performance
PRGFX vs. TRBCX - Performance Comparison
In the year-to-date period, PRGFX achieves a 30.17% return, which is significantly lower than TRBCX's 36.31% return. Over the past 10 years, PRGFX has underperformed TRBCX with an annualized return of 7.05%, while TRBCX has yielded a comparatively higher 14.96% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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PRGFX vs. TRBCX - Expense Ratio Comparison
PRGFX has a 0.63% expense ratio, which is lower than TRBCX's 0.69% expense ratio.
Risk-Adjusted Performance
PRGFX vs. TRBCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Growth Stock Fund (PRGFX) 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.
Dividends
PRGFX vs. TRBCX - Dividend Comparison
PRGFX has not paid dividends to shareholders, while TRBCX's dividend yield for the trailing twelve months is around 2.56%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRGFX T. Rowe Price Growth Stock Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.19% | 0.19% | 0.26% | 0.08% | 0.00% | 0.00% | 0.04% |
TRBCX T. Rowe Price Blue Chip Growth Fund | 2.56% | 3.49% | 5.87% | 9.38% | 1.19% | 0.36% | 2.44% | 2.94% | 0.67% | 3.26% | 4.85% | 0.00% |
Drawdowns
PRGFX vs. TRBCX - Drawdown Comparison
The maximum PRGFX drawdown since its inception was -57.19%, roughly equal to the maximum TRBCX drawdown of -54.56%. Use the drawdown chart below to compare losses from any high point for PRGFX and TRBCX. For additional features, visit the drawdowns tool.
Volatility
PRGFX vs. TRBCX - Volatility Comparison
T. Rowe Price Growth Stock Fund (PRGFX) and T. Rowe Price Blue Chip Growth Fund (TRBCX) have volatilities of 4.70% and 4.68%, 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.