SPINX vs. TRBCX
Compare and contrast key facts about SEI Institutional Investments Trust S&P 500 Index Fund (SPINX) and T. Rowe Price Blue Chip Growth Fund (TRBCX).
SPINX is a passively managed fund by SEI that tracks the performance of the S&P 500 Index. It was launched on Dec 18, 2013. TRBCX is managed by T. Rowe Price. It was launched on Jun 30, 1993.
Performance
SPINX vs. TRBCX - Performance Comparison
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SPINX vs. TRBCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SPINX SEI Institutional Investments Trust S&P 500 Index Fund | -7.09% | 17.89% | 24.02% | 26.24% | -18.27% | 28.62% | 18.35% | 31.42% | -4.46% | 21.74% |
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, SPINX achieves a -7.09% return, which is significantly higher than TRBCX's -14.57% return. Over the past 10 years, SPINX has underperformed TRBCX with an annualized return of 13.59%, while TRBCX has yielded a comparatively higher 15.42% annualized return.
SPINX
- 1D
- -0.41%
- 1M
- -7.71%
- YTD
- -7.09%
- 6M
- -4.55%
- 1Y
- 14.42%
- 3Y*
- 16.85%
- 5Y*
- 11.17%
- 10Y*
- 13.59%
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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SPINX vs. TRBCX - Expense Ratio Comparison
SPINX has a 0.12% expense ratio, which is lower than TRBCX's 0.69% expense ratio.
Return for Risk
SPINX vs. TRBCX — Risk / Return Rank
SPINX
TRBCX
SPINX vs. TRBCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SEI Institutional Investments Trust S&P 500 Index Fund (SPINX) 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.
| SPINX | TRBCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.84 | 0.51 | +0.32 |
Sortino ratioReturn per unit of downside risk | 1.29 | 0.89 | +0.40 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.13 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.06 | 0.49 | +0.57 |
Martin ratioReturn relative to average drawdown | 5.13 | 1.72 | +3.41 |
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
| SPINX | TRBCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.84 | 0.51 | +0.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.42 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.68 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.64 | 0.57 | +0.07 |
Correlation
The correlation between SPINX and TRBCX is 0.89, 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
SPINX vs. TRBCX - Dividend Comparison
SPINX's dividend yield for the trailing twelve months is around 12.81%, more than TRBCX's 6.14% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPINX SEI Institutional Investments Trust S&P 500 Index Fund | 12.81% | 11.90% | 26.02% | 9.77% | 9.59% | 6.58% | 3.58% | 3.01% | 4.94% | 2.32% | 1.97% | 2.29% |
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
SPINX vs. TRBCX - Drawdown Comparison
The maximum SPINX drawdown since its inception was -33.82%, smaller than the maximum TRBCX drawdown of -54.56%. Use the drawdown chart below to compare losses from any high point for SPINX and TRBCX.
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Drawdown Indicators
| SPINX | TRBCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.82% | -54.56% | +20.74% |
Max Drawdown (1Y)Largest decline over 1 year | -12.11% | -17.01% | +4.90% |
Max Drawdown (5Y)Largest decline over 5 years | -32.91% | -43.63% | +10.72% |
Max Drawdown (10Y)Largest decline over 10 years | -33.82% | -43.63% | +9.81% |
Current DrawdownCurrent decline from peak | -13.57% | -17.01% | +3.44% |
Average DrawdownAverage peak-to-trough decline | -5.25% | -11.35% | +6.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.50% | 4.86% | -2.36% |
Volatility
SPINX vs. TRBCX - Volatility Comparison
The current volatility for SEI Institutional Investments Trust S&P 500 Index Fund (SPINX) is 4.25%, while T. Rowe Price Blue Chip Growth Fund (TRBCX) has a volatility of 5.58%. This indicates that SPINX 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
| SPINX | TRBCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.25% | 5.58% | -1.33% |
Volatility (6M)Calculated over the trailing 6-month period | 9.13% | 13.15% | -4.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.15% | 23.22% | -5.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.47% | 24.00% | -1.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.92% | 22.73% | -1.81% |