PRWCX vs. TBCIX
Compare and contrast key facts about T. Rowe Price Capital Appreciation Fund (PRWCX) and T. Rowe Price Blue Chip Growth Fund I Class (TBCIX).
PRWCX is managed by T. Rowe Price. It was launched on Jun 30, 1986. TBCIX is managed by T. Rowe Price.
Performance
PRWCX vs. TBCIX - Performance Comparison
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PRWCX vs. TBCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PRWCX T. Rowe Price Capital Appreciation Fund | -5.03% | 20.92% | 12.50% | 18.85% | -12.00% | 18.45% | 18.13% | 24.62% | 0.63% | 15.34% |
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, PRWCX achieves a -5.03% return, which is significantly higher than TBCIX's -14.54% return. Over the past 10 years, PRWCX has underperformed TBCIX with an annualized return of 11.20%, while TBCIX has yielded a comparatively higher 15.65% annualized return.
PRWCX
- 1D
- 0.06%
- 1M
- -4.88%
- YTD
- -5.03%
- 6M
- 3.83%
- 1Y
- 14.87%
- 3Y*
- 13.01%
- 5Y*
- 8.99%
- 10Y*
- 11.20%
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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PRWCX vs. TBCIX - Expense Ratio Comparison
PRWCX has a 0.68% expense ratio, which is higher than TBCIX's 0.56% expense ratio.
Return for Risk
PRWCX vs. TBCIX — Risk / Return Rank
PRWCX
TBCIX
PRWCX vs. TBCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Capital Appreciation Fund (PRWCX) 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.
| PRWCX | TBCIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.13 | 0.54 | +0.59 |
Sortino ratioReturn per unit of downside risk | 2.11 | 0.94 | +1.17 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.13 | +0.17 |
Calmar ratioReturn relative to maximum drawdown | 1.93 | 0.50 | +1.43 |
Martin ratioReturn relative to average drawdown | 8.23 | 1.75 | +6.48 |
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
| PRWCX | TBCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.13 | 0.54 | +0.59 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.68 | 0.44 | +0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.87 | 0.69 | +0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.90 | 0.66 | +0.24 |
Correlation
The correlation between PRWCX and TBCIX is 0.84, 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
PRWCX vs. TBCIX - Dividend Comparison
PRWCX's dividend yield for the trailing twelve months is around 16.55%, more than TBCIX's 6.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRWCX T. Rowe Price Capital Appreciation Fund | 16.55% | 15.72% | 10.38% | 4.15% | 9.44% | 9.23% | 7.97% | 5.83% | 7.46% | 6.82% | 3.51% | 9.86% |
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
PRWCX vs. TBCIX - Drawdown Comparison
The maximum PRWCX drawdown since its inception was -41.77%, roughly equal to the maximum TBCIX drawdown of -43.26%. Use the drawdown chart below to compare losses from any high point for PRWCX and TBCIX.
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Drawdown Indicators
| PRWCX | TBCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.77% | -43.26% | +1.49% |
Max Drawdown (1Y)Largest decline over 1 year | -6.80% | -16.96% | +10.16% |
Max Drawdown (5Y)Largest decline over 5 years | -17.07% | -43.26% | +26.19% |
Max Drawdown (10Y)Largest decline over 10 years | -26.86% | -43.26% | +16.40% |
Current DrawdownCurrent decline from peak | -6.27% | -16.96% | +10.69% |
Average DrawdownAverage peak-to-trough decline | -3.34% | -8.15% | +4.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.66% | 4.87% | -3.21% |
Volatility
PRWCX vs. TBCIX - Volatility Comparison
The current volatility for T. Rowe Price Capital Appreciation Fund (PRWCX) is 2.94%, while T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) has a volatility of 5.58%. This indicates that PRWCX 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
| PRWCX | TBCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.94% | 5.58% | -2.64% |
Volatility (6M)Calculated over the trailing 6-month period | 9.61% | 11.76% | -2.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.47% | 22.49% | -9.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.21% | 23.88% | -10.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.97% | 22.69% | -9.72% |