RBAIX vs. TBCIX
Compare and contrast key facts about T. Rowe Price Balanced Fund I Class (RBAIX) and T. Rowe Price Blue Chip Growth Fund I Class (TBCIX).
RBAIX is an actively managed fund by T. Rowe Price. It was launched on Dec 17, 2015. TBCIX is managed by T. Rowe Price.
Performance
RBAIX vs. TBCIX - Performance Comparison
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RBAIX vs. TBCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RBAIX T. Rowe Price Balanced Fund I Class | -3.18% | 16.23% | 11.87% | 18.12% | -17.14% | 13.45% | 14.64% | 22.71% | -4.82% | 17.68% |
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, RBAIX achieves a -3.18% return, which is significantly higher than TBCIX's -14.54% return. Over the past 10 years, RBAIX has underperformed TBCIX with an annualized return of 8.80%, while TBCIX has yielded a comparatively higher 15.65% annualized return.
RBAIX
- 1D
- 0.07%
- 1M
- -6.86%
- YTD
- -3.18%
- 6M
- -0.73%
- 1Y
- 11.31%
- 3Y*
- 12.02%
- 5Y*
- 6.26%
- 10Y*
- 8.80%
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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RBAIX vs. TBCIX - Expense Ratio Comparison
RBAIX has a 0.47% expense ratio, which is lower than TBCIX's 0.56% expense ratio.
Return for Risk
RBAIX vs. TBCIX — Risk / Return Rank
RBAIX
TBCIX
RBAIX vs. TBCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Balanced Fund I Class (RBAIX) 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.
| RBAIX | TBCIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.05 | 0.54 | +0.52 |
Sortino ratioReturn per unit of downside risk | 1.53 | 0.94 | +0.59 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.13 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.26 | 0.50 | +0.76 |
Martin ratioReturn relative to average drawdown | 5.67 | 1.75 | +3.92 |
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
| RBAIX | TBCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.05 | 0.54 | +0.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.44 | +0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | 0.69 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.76 | 0.66 | +0.10 |
Correlation
The correlation between RBAIX and TBCIX is 0.86, 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
RBAIX vs. TBCIX - Dividend Comparison
RBAIX's dividend yield for the trailing twelve months is around 7.79%, more than TBCIX's 6.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
RBAIX T. Rowe Price Balanced Fund I Class | 7.79% | 7.44% | 7.43% | 3.92% | 5.27% | 9.43% | 4.70% | 4.97% | 8.56% | 6.16% | 3.55% |
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% |
Drawdowns
RBAIX vs. TBCIX - Drawdown Comparison
The maximum RBAIX drawdown since its inception was -25.49%, smaller than the maximum TBCIX drawdown of -43.26%. Use the drawdown chart below to compare losses from any high point for RBAIX and TBCIX.
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Drawdown Indicators
| RBAIX | TBCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.49% | -43.26% | +17.77% |
Max Drawdown (1Y)Largest decline over 1 year | -8.20% | -16.96% | +8.76% |
Max Drawdown (5Y)Largest decline over 5 years | -23.32% | -43.26% | +19.94% |
Max Drawdown (10Y)Largest decline over 10 years | -25.49% | -43.26% | +17.77% |
Current DrawdownCurrent decline from peak | -7.05% | -16.96% | +9.91% |
Average DrawdownAverage peak-to-trough decline | -3.80% | -8.15% | +4.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.83% | 4.87% | -3.04% |
Volatility
RBAIX vs. TBCIX - Volatility Comparison
The current volatility for T. Rowe Price Balanced Fund I Class (RBAIX) is 3.64%, while T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) has a volatility of 5.58%. This indicates that RBAIX 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
| RBAIX | TBCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.64% | 5.58% | -1.94% |
Volatility (6M)Calculated over the trailing 6-month period | 6.12% | 11.76% | -5.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.00% | 22.49% | -11.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.88% | 23.88% | -13.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.50% | 22.69% | -11.19% |