PRNEX vs. TBCIX
Compare and contrast key facts about T. Rowe Price New Era Fund (PRNEX) and T. Rowe Price Blue Chip Growth Fund I Class (TBCIX).
PRNEX is managed by T. Rowe Price. It was launched on Jan 19, 1969. TBCIX is managed by T. Rowe Price.
Performance
PRNEX vs. TBCIX - Performance Comparison
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PRNEX vs. TBCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PRNEX T. Rowe Price New Era Fund | 19.15% | 26.94% | 4.41% | 1.02% | 7.14% | 25.35% | -2.63% | 16.91% | -16.23% | 10.57% |
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, PRNEX achieves a 19.15% return, which is significantly higher than TBCIX's -14.54% return. Over the past 10 years, PRNEX has underperformed TBCIX with an annualized return of 10.12%, while TBCIX has yielded a comparatively higher 15.65% annualized return.
PRNEX
- 1D
- -1.11%
- 1M
- -1.19%
- YTD
- 19.15%
- 6M
- 31.26%
- 1Y
- 44.27%
- 3Y*
- 17.27%
- 5Y*
- 14.17%
- 10Y*
- 10.12%
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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PRNEX vs. TBCIX - Expense Ratio Comparison
Both PRNEX and TBCIX have an expense ratio of 0.56%.
Return for Risk
PRNEX vs. TBCIX — Risk / Return Rank
PRNEX
TBCIX
PRNEX vs. TBCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price New Era Fund (PRNEX) 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.
| PRNEX | TBCIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.23 | 0.54 | +1.69 |
Sortino ratioReturn per unit of downside risk | 2.80 | 0.94 | +1.86 |
Omega ratioGain probability vs. loss probability | 1.45 | 1.13 | +0.32 |
Calmar ratioReturn relative to maximum drawdown | 2.67 | 0.50 | +2.16 |
Martin ratioReturn relative to average drawdown | 12.65 | 1.75 | +10.90 |
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
| PRNEX | TBCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.23 | 0.54 | +1.69 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.76 | 0.44 | +0.32 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.69 | -0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.66 | -0.28 |
Correlation
The correlation between PRNEX and TBCIX is 0.49, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
PRNEX vs. TBCIX - Dividend Comparison
PRNEX's dividend yield for the trailing twelve months is around 12.94%, more than TBCIX's 6.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRNEX T. Rowe Price New Era Fund | 12.94% | 15.41% | 4.81% | 11.46% | 4.47% | 2.07% | 2.54% | 2.18% | 1.69% | 1.89% | 1.28% | 2.68% |
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
PRNEX vs. TBCIX - Drawdown Comparison
The maximum PRNEX drawdown since its inception was -66.56%, which is greater than TBCIX's maximum drawdown of -43.26%. Use the drawdown chart below to compare losses from any high point for PRNEX and TBCIX.
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Drawdown Indicators
| PRNEX | TBCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.56% | -43.26% | -23.30% |
Max Drawdown (1Y)Largest decline over 1 year | -16.24% | -16.96% | +0.72% |
Max Drawdown (5Y)Largest decline over 5 years | -21.50% | -43.26% | +21.76% |
Max Drawdown (10Y)Largest decline over 10 years | -49.64% | -43.26% | -6.38% |
Current DrawdownCurrent decline from peak | -2.25% | -16.96% | +14.71% |
Average DrawdownAverage peak-to-trough decline | -16.35% | -8.15% | -8.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.42% | 4.87% | -1.45% |
Volatility
PRNEX vs. TBCIX - Volatility Comparison
The current volatility for T. Rowe Price New Era Fund (PRNEX) is 5.01%, while T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) has a volatility of 5.58%. This indicates that PRNEX 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
| PRNEX | TBCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.01% | 5.58% | -0.57% |
Volatility (6M)Calculated over the trailing 6-month period | 12.38% | 11.76% | +0.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.21% | 22.49% | -2.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.82% | 23.88% | -5.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.69% | 22.69% | -2.00% |