TRBCX vs. SPINX

In the year-to-date period, TRBCX achieves a 1.44% return, which is significantly higher than SPINX's 1.02% return. Over the past 10 years, TRBCX has outperformed SPINX with an annualized return of 14.19%, while SPINX has yielded a comparatively lower 12.69% annualized return.

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TRBCX has a 0.69% expense ratio, which is higher than SPINX's 0.12% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Blue Chip Growth Fund (TRBCX) and SEI Institutional Investments Trust S&P 500 Index Fund (SPINX). 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.

The current TRBCX Sharpe Ratio is 0.69, which is comparable to the SPINX Sharpe Ratio of 0.69. The chart below compares the historical Sharpe Ratios of TRBCX and SPINX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

TRBCX's dividend yield for the trailing twelve months is around 8.95%, less than SPINX's 25.75% yield.

The maximum TRBCX drawdown since its inception was -54.56%, which is greater than SPINX's maximum drawdown of -33.82%. Use the drawdown chart below to compare losses from any high point for TRBCX and SPINX.

T. Rowe Price Blue Chip Growth Fund (TRBCX) has a higher volatility of 5.81% compared to SEI Institutional Investments Trust S&P 500 Index Fund (SPINX) at 4.73%. This indicates that TRBCX's price experiences larger fluctuations and is considered to be riskier than SPINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.