PRMTX vs. TRBCX
Compare and contrast key facts about T. Rowe Price Communications & Technology Fund (PRMTX) and T. Rowe Price Blue Chip Growth Fund (TRBCX).
PRMTX is managed by T. Rowe Price. It was launched on Oct 12, 1993. 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: PRMTX or TRBCX.
Key characteristics
| PRMTX | TRBCX | |
|---|---|---|
| YTD Return | 37.51% | 35.90% |
| 1Y Return | 37.32% | 44.56% |
| 3Y Return (Ann) | -8.40% | 6.22% |
| 5Y Return (Ann) | 7.10% | 15.96% |
| 10Y Return (Ann) | 8.64% | 14.93% |
| Sharpe Ratio | 2.34 | 2.61 |
| Sortino Ratio | 2.87 | 3.38 |
| Omega Ratio | 1.44 | 1.48 |
| Calmar Ratio | 0.86 | 2.62 |
| Martin Ratio | 12.78 | 14.38 |
| Ulcer Index | 3.09% | 3.30% |
| Daily Std Dev | 16.85% | 18.09% |
| Max Drawdown | -75.22% | -54.56% |
| Current Drawdown | -23.92% | -0.01% |
Correlation
The correlation between PRMTX and TRBCX is 0.89, 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
PRMTX vs. TRBCX - Performance Comparison
The year-to-date returns for both stocks are quite close, with PRMTX having a 37.51% return and TRBCX slightly lower at 35.90%. Over the past 10 years, PRMTX has underperformed TRBCX with an annualized return of 8.64%, while TRBCX has yielded a comparatively higher 14.93% 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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PRMTX vs. TRBCX - Expense Ratio Comparison
PRMTX has a 0.77% expense ratio, which is higher than TRBCX's 0.69% expense ratio.
Risk-Adjusted Performance
PRMTX vs. TRBCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Communications & Technology Fund (PRMTX) 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
PRMTX vs. TRBCX - Dividend Comparison
PRMTX's dividend yield for the trailing twelve months is around 0.14%, less than TRBCX's 2.57% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRMTX T. Rowe Price Communications & Technology Fund | 0.14% | 0.19% | 0.00% | 0.00% | 0.00% | 0.00% | 0.19% | 0.01% | 0.03% | 0.20% | 2.46% | 0.30% |
TRBCX T. Rowe Price Blue Chip Growth Fund | 2.57% | 3.49% | 5.87% | 9.38% | 1.19% | 0.36% | 2.44% | 2.94% | 0.67% | 3.26% | 4.85% | 0.00% |
Drawdowns
PRMTX vs. TRBCX - Drawdown Comparison
The maximum PRMTX drawdown since its inception was -75.22%, which is greater than TRBCX's maximum drawdown of -54.56%. Use the drawdown chart below to compare losses from any high point for PRMTX and TRBCX. For additional features, visit the drawdowns tool.
Volatility
PRMTX vs. TRBCX - Volatility Comparison
The current volatility for T. Rowe Price Communications & Technology Fund (PRMTX) is 3.89%, while T. Rowe Price Blue Chip Growth Fund (TRBCX) has a volatility of 4.93%. This indicates that PRMTX experiences smaller price fluctuations and is considered to be less risky than TRBCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.