RPBAX vs. TBCIX
Compare and contrast key facts about T. Rowe Price Balanced Fund (RPBAX) and T. Rowe Price Blue Chip Growth Fund I Class (TBCIX).
RPBAX is managed by T. Rowe Price. It was launched on Dec 29, 1939. TBCIX is managed by T. Rowe Price.
Performance
RPBAX vs. TBCIX - Performance Comparison
Loading graphics...
RPBAX vs. TBCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RPBAX T. Rowe Price Balanced Fund | -1.30% | 16.06% | 11.71% | 18.01% | -17.28% | 13.29% | 14.54% | 20.75% | -4.89% | 12.58% |
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, RPBAX achieves a -1.30% return, which is significantly higher than TBCIX's -11.20% return. Over the past 10 years, RPBAX has underperformed TBCIX with an annualized return of 8.20%, while TBCIX has yielded a comparatively higher 16.10% annualized return.
RPBAX
- 1D
- 1.98%
- 1M
- -4.56%
- YTD
- -1.30%
- 6M
- 0.84%
- 1Y
- 12.99%
- 3Y*
- 12.59%
- 5Y*
- 6.32%
- 10Y*
- 8.20%
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
RPBAX vs. TBCIX - Expense Ratio Comparison
RPBAX has a 0.57% expense ratio, which is higher than TBCIX's 0.56% expense ratio.
Return for Risk
RPBAX vs. TBCIX — Risk / Return Rank
RPBAX
TBCIX
RPBAX vs. TBCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Balanced Fund (RPBAX) 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.
| RPBAX | TBCIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.21 | 0.72 | +0.49 |
Sortino ratioReturn per unit of downside risk | 1.75 | 1.21 | +0.55 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.17 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.52 | 0.78 | +0.75 |
Martin ratioReturn relative to average drawdown | 6.73 | 2.71 | +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. | |||
Loading graphics...
Sharpe Ratios by Period
| RPBAX | 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 | 0.71 | 0.71 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.69 | 0.68 | +0.01 |
Correlation
The correlation between RPBAX 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
RPBAX vs. TBCIX - Dividend Comparison
RPBAX's dividend yield for the trailing twelve months is around 7.49%, more than TBCIX's 5.86% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RPBAX T. Rowe Price Balanced Fund | 7.49% | 7.30% | 7.28% | 3.80% | 5.03% | 9.33% | 4.59% | 3.41% | 8.42% | 1.69% | 2.96% | 7.32% |
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
RPBAX vs. TBCIX - Drawdown Comparison
The maximum RPBAX drawdown since its inception was -40.79%, smaller than the maximum TBCIX drawdown of -43.26%. Use the drawdown chart below to compare losses from any high point for RPBAX and TBCIX.
Loading graphics...
Drawdown Indicators
| RPBAX | TBCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.79% | -43.26% | +2.47% |
Max Drawdown (1Y)Largest decline over 1 year | -8.19% | -16.96% | +8.77% |
Max Drawdown (5Y)Largest decline over 5 years | -23.45% | -43.26% | +19.81% |
Max Drawdown (10Y)Largest decline over 10 years | -25.49% | -43.26% | +17.77% |
Current DrawdownCurrent decline from peak | -5.24% | -13.72% | +8.48% |
Average DrawdownAverage peak-to-trough decline | -4.16% | -8.15% | +3.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.86% | 4.86% | -3.00% |
Volatility
RPBAX vs. TBCIX - Volatility Comparison
The current volatility for T. Rowe Price Balanced Fund (RPBAX) is 4.31%, while T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) has a volatility of 7.01%. This indicates that RPBAX 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.
Loading graphics...
Volatility by Period
| RPBAX | TBCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.31% | 7.01% | -2.70% |
Volatility (6M)Calculated over the trailing 6-month period | 6.40% | 12.40% | -6.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.16% | 22.77% | -11.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.93% | 23.94% | -13.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.60% | 22.73% | -11.13% |