PRUIX vs. TRBCX
Compare and contrast key facts about T. Rowe Price Equity Index 500 Fund - I Class (PRUIX) and T. Rowe Price Blue Chip Growth Fund (TRBCX).
PRUIX is a passively managed fund by T. Rowe Price that tracks the performance of the S&P 500 Index. It was launched on Aug 28, 2015. TRBCX is managed by T. Rowe Price. It was launched on Jun 30, 1993.
Performance
PRUIX vs. TRBCX - Performance Comparison
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PRUIX vs. TRBCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PRUIX T. Rowe Price Equity Index 500 Fund - I Class | -7.08% | 19.40% | 24.95% | 26.24% | -18.14% | 28.62% | 18.31% | 31.63% | -4.44% | 21.14% |
TRBCX T. Rowe Price Blue Chip Growth Fund | -14.57% | 18.78% | 48.46% | 49.42% | -38.57% | 17.54% | 34.73% | 29.97% | 2.00% | 36.54% |
Returns By Period
In the year-to-date period, PRUIX achieves a -7.08% return, which is significantly higher than TRBCX's -14.57% return. Over the past 10 years, PRUIX has underperformed TRBCX with an annualized return of 13.81%, while TRBCX has yielded a comparatively higher 15.42% annualized return.
PRUIX
- 1D
- -0.39%
- 1M
- -7.69%
- YTD
- -7.08%
- 6M
- -3.34%
- 1Y
- 15.92%
- 3Y*
- 17.64%
- 5Y*
- 11.66%
- 10Y*
- 13.81%
TRBCX
- 1D
- -0.35%
- 1M
- -8.85%
- YTD
- -14.57%
- 6M
- -12.81%
- 1Y
- 11.69%
- 3Y*
- 24.58%
- 5Y*
- 10.10%
- 10Y*
- 15.42%
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PRUIX vs. TRBCX - Expense Ratio Comparison
PRUIX has a 0.05% expense ratio, which is lower than TRBCX's 0.69% expense ratio.
Return for Risk
PRUIX vs. TRBCX — Risk / Return Rank
PRUIX
TRBCX
PRUIX vs. TRBCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Equity Index 500 Fund - I Class (PRUIX) 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.
| PRUIX | TRBCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.92 | 0.51 | +0.41 |
Sortino ratioReturn per unit of downside risk | 1.41 | 0.89 | +0.51 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.13 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.18 | 0.49 | +0.69 |
Martin ratioReturn relative to average drawdown | 5.74 | 1.72 | +4.02 |
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
| PRUIX | TRBCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.92 | 0.51 | +0.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.42 | +0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | 0.68 | +0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.77 | 0.57 | +0.20 |
Correlation
The correlation between PRUIX and TRBCX is 0.90, 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
PRUIX vs. TRBCX - Dividend Comparison
PRUIX's dividend yield for the trailing twelve months is around 4.10%, less than TRBCX's 6.14% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRUIX T. Rowe Price Equity Index 500 Fund - I Class | 4.10% | 3.78% | 1.28% | 1.44% | 1.69% | 1.64% | 2.09% | 2.25% | 2.77% | 1.39% | 2.16% | 0.00% |
TRBCX T. Rowe Price Blue Chip Growth Fund | 6.14% | 5.25% | 18.16% | 3.49% | 5.87% | 9.38% | 1.19% | 0.36% | 2.44% | 2.94% | 0.67% | 3.26% |
Drawdowns
PRUIX vs. TRBCX - Drawdown Comparison
The maximum PRUIX drawdown since its inception was -33.80%, smaller than the maximum TRBCX drawdown of -54.56%. Use the drawdown chart below to compare losses from any high point for PRUIX and TRBCX.
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Drawdown Indicators
| PRUIX | TRBCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.80% | -54.56% | +20.76% |
Max Drawdown (1Y)Largest decline over 1 year | -12.12% | -17.01% | +4.89% |
Max Drawdown (5Y)Largest decline over 5 years | -24.52% | -43.63% | +19.11% |
Max Drawdown (10Y)Largest decline over 10 years | -33.80% | -43.63% | +9.83% |
Current DrawdownCurrent decline from peak | -8.91% | -17.01% | +8.10% |
Average DrawdownAverage peak-to-trough decline | -4.28% | -11.35% | +7.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.49% | 4.86% | -2.37% |
Volatility
PRUIX vs. TRBCX - Volatility Comparison
The current volatility for T. Rowe Price Equity Index 500 Fund - I Class (PRUIX) is 4.24%, while T. Rowe Price Blue Chip Growth Fund (TRBCX) has a volatility of 5.58%. This indicates that PRUIX 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.
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Volatility by Period
| PRUIX | TRBCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.24% | 5.58% | -1.34% |
Volatility (6M)Calculated over the trailing 6-month period | 9.03% | 13.15% | -4.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.09% | 23.22% | -5.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.95% | 24.00% | -7.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.06% | 22.73% | -4.67% |