PRSGX vs. TBCIX
Compare and contrast key facts about T. Rowe Price Spectrum Diversified Equity Fund (PRSGX) and T. Rowe Price Blue Chip Growth Fund I Class (TBCIX).
PRSGX is managed by T. Rowe Price. It was launched on Jun 29, 1990. TBCIX is managed by T. Rowe Price.
Performance
PRSGX vs. TBCIX - Performance Comparison
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PRSGX vs. TBCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PRSGX T. Rowe Price Spectrum Diversified Equity Fund | -6.62% | 33.73% | 17.16% | 20.89% | -18.86% | 20.65% | 18.34% | 27.08% | -8.66% | 24.22% |
TBCIX T. Rowe Price Blue Chip Growth Fund I Class | -11.20% | 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, PRSGX achieves a -6.62% return, which is significantly higher than TBCIX's -11.20% return. Over the past 10 years, PRSGX has underperformed TBCIX with an annualized return of 12.21%, while TBCIX has yielded a comparatively higher 16.10% annualized return.
PRSGX
- 1D
- -0.38%
- 1M
- -8.18%
- YTD
- -6.62%
- 6M
- 11.11%
- 1Y
- 28.10%
- 3Y*
- 18.78%
- 5Y*
- 10.22%
- 10Y*
- 12.21%
TBCIX
- 1D
- 3.90%
- 1M
- -5.46%
- YTD
- -11.20%
- 6M
- -9.94%
- 1Y
- 15.19%
- 3Y*
- 26.37%
- 5Y*
- 10.79%
- 10Y*
- 16.10%
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PRSGX vs. TBCIX - Expense Ratio Comparison
PRSGX has a 0.73% expense ratio, which is higher than TBCIX's 0.56% expense ratio.
Return for Risk
PRSGX vs. TBCIX — Risk / Return Rank
PRSGX
TBCIX
PRSGX vs. TBCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Spectrum Diversified Equity Fund (PRSGX) 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.
| PRSGX | TBCIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.21 | 0.72 | +0.49 |
Sortino ratioReturn per unit of downside risk | 2.45 | 1.21 | +1.24 |
Omega ratioGain probability vs. loss probability | 1.37 | 1.17 | +0.20 |
Calmar ratioReturn relative to maximum drawdown | 2.10 | 0.78 | +1.32 |
Martin ratioReturn relative to average drawdown | 9.75 | 2.71 | +7.04 |
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
| PRSGX | TBCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.21 | 0.72 | +0.49 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.45 | +0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.71 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.68 | -0.11 |
Correlation
The correlation between PRSGX and TBCIX is 0.87, 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.
Dividends
PRSGX vs. TBCIX - Dividend Comparison
PRSGX's dividend yield for the trailing twelve months is around 31.48%, more than TBCIX's 5.86% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRSGX T. Rowe Price Spectrum Diversified Equity Fund | 31.48% | 29.40% | 6.66% | 4.93% | 10.33% | 6.54% | 13.48% | 9.06% | 11.25% | 6.98% | 6.39% | 11.48% |
TBCIX T. Rowe Price Blue Chip Growth Fund I Class | 5.86% | 5.20% | 18.28% | 3.47% | 5.84% | 10.03% | 1.18% | 0.59% | 2.50% | 3.05% | 0.81% | 0.00% |
Drawdowns
PRSGX vs. TBCIX - Drawdown Comparison
The maximum PRSGX drawdown since its inception was -56.47%, which is greater than TBCIX's maximum drawdown of -43.26%. Use the drawdown chart below to compare losses from any high point for PRSGX and TBCIX.
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Drawdown Indicators
| PRSGX | TBCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.47% | -43.26% | -13.21% |
Max Drawdown (1Y)Largest decline over 1 year | -11.99% | -16.96% | +4.97% |
Max Drawdown (5Y)Largest decline over 5 years | -26.86% | -43.26% | +16.40% |
Max Drawdown (10Y)Largest decline over 10 years | -34.52% | -43.26% | +8.74% |
Current DrawdownCurrent decline from peak | -8.88% | -13.72% | +4.84% |
Average DrawdownAverage peak-to-trough decline | -7.49% | -8.15% | +0.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.88% | 4.86% | -1.98% |
Volatility
PRSGX vs. TBCIX - Volatility Comparison
The current volatility for T. Rowe Price Spectrum Diversified Equity Fund (PRSGX) is 4.47%, while T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) has a volatility of 7.01%. This indicates that PRSGX 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
| PRSGX | TBCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.47% | 7.01% | -2.54% |
Volatility (6M)Calculated over the trailing 6-month period | 18.16% | 12.40% | +5.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.65% | 22.77% | +1.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.73% | 23.94% | -6.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.01% | 22.73% | -4.72% |