RPIFX vs. TBCIX
Compare and contrast key facts about T. Rowe Price Institutional Floating Rate Fund (RPIFX) and T. Rowe Price Blue Chip Growth Fund I Class (TBCIX).
RPIFX is managed by T. Rowe Price. It was launched on Jan 30, 2008. TBCIX is managed by T. Rowe Price.
Performance
RPIFX vs. TBCIX - Performance Comparison
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RPIFX vs. TBCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RPIFX T. Rowe Price Institutional Floating Rate Fund | -0.94% | 6.71% | 8.47% | 10.13% | -1.96% | 4.67% | 2.42% | 8.82% | 0.39% | 3.78% |
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, RPIFX achieves a -0.94% return, which is significantly higher than TBCIX's -11.20% return. Over the past 10 years, RPIFX has underperformed TBCIX with an annualized return of 4.79%, while TBCIX has yielded a comparatively higher 16.10% annualized return.
RPIFX
- 1D
- 0.00%
- 1M
- 0.11%
- YTD
- -0.94%
- 6M
- 0.72%
- 1Y
- 5.15%
- 3Y*
- 6.99%
- 5Y*
- 5.01%
- 10Y*
- 4.79%
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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RPIFX vs. TBCIX - Expense Ratio Comparison
RPIFX has a 0.57% expense ratio, which is higher than TBCIX's 0.56% expense ratio.
Return for Risk
RPIFX vs. TBCIX — Risk / Return Rank
RPIFX
TBCIX
RPIFX vs. TBCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Institutional Floating Rate Fund (RPIFX) 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.
| RPIFX | TBCIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.85 | 0.72 | +1.13 |
Sortino ratioReturn per unit of downside risk | 3.28 | 1.21 | +2.07 |
Omega ratioGain probability vs. loss probability | 1.63 | 1.17 | +0.46 |
Calmar ratioReturn relative to maximum drawdown | 2.68 | 0.78 | +1.91 |
Martin ratioReturn relative to average drawdown | 10.39 | 2.71 | +7.68 |
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
| RPIFX | TBCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.85 | 0.72 | +1.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.85 | 0.45 | +1.39 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.27 | 0.71 | +0.56 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.27 | 0.68 | +0.59 |
Correlation
The correlation between RPIFX and TBCIX is 0.23, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
RPIFX vs. TBCIX - Dividend Comparison
RPIFX's dividend yield for the trailing twelve months is around 6.63%, more than TBCIX's 5.86% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RPIFX T. Rowe Price Institutional Floating Rate Fund | 6.63% | 7.22% | 7.77% | 6.53% | 4.12% | 3.94% | 4.29% | 5.12% | 5.16% | 4.32% | 4.31% | 4.45% |
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
RPIFX vs. TBCIX - Drawdown Comparison
The maximum RPIFX drawdown since its inception was -25.10%, smaller than the maximum TBCIX drawdown of -43.26%. Use the drawdown chart below to compare losses from any high point for RPIFX and TBCIX.
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Drawdown Indicators
| RPIFX | TBCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.10% | -43.26% | +18.16% |
Max Drawdown (1Y)Largest decline over 1 year | -1.92% | -16.96% | +15.04% |
Max Drawdown (5Y)Largest decline over 5 years | -5.90% | -43.26% | +37.36% |
Max Drawdown (10Y)Largest decline over 10 years | -19.67% | -43.26% | +23.59% |
Current DrawdownCurrent decline from peak | -1.15% | -13.72% | +12.57% |
Average DrawdownAverage peak-to-trough decline | -1.35% | -8.15% | +6.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.52% | 4.86% | -4.34% |
Volatility
RPIFX vs. TBCIX - Volatility Comparison
The current volatility for T. Rowe Price Institutional Floating Rate Fund (RPIFX) is 0.71%, while T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) has a volatility of 7.01%. This indicates that RPIFX 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
| RPIFX | TBCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.71% | 7.01% | -6.30% |
Volatility (6M)Calculated over the trailing 6-month period | 1.76% | 12.40% | -10.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.79% | 22.77% | -19.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.73% | 23.94% | -21.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.79% | 22.73% | -18.94% |