TRBCX vs. SPINX
Compare and contrast key facts about T. Rowe Price Blue Chip Growth Fund (TRBCX) and SEI Institutional Investments Trust S&P 500 Index Fund (SPINX).
TRBCX is managed by T. Rowe Price. It was launched on Jun 30, 1993. SPINX is managed by SEI. It was launched on Dec 18, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TRBCX or SPINX.
Correlation
The correlation between TRBCX and SPINX is 0.90, 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.
Performance
TRBCX vs. SPINX - Performance Comparison
Key characteristics
TRBCX:
1.60
SPINX:
-0.02
TRBCX:
2.17
SPINX:
0.13
TRBCX:
1.29
SPINX:
1.04
TRBCX:
2.24
SPINX:
-0.02
TRBCX:
8.45
SPINX:
-0.06
TRBCX:
3.42%
SPINX:
8.56%
TRBCX:
18.05%
SPINX:
25.33%
TRBCX:
-54.56%
SPINX:
-33.82%
TRBCX:
-0.30%
SPINX:
-18.69%
Returns By Period
The year-to-date returns for both stocks are quite close, with TRBCX having a 4.75% return and SPINX slightly lower at 4.63%. Over the past 10 years, TRBCX has outperformed SPINX with an annualized return of 14.72%, while SPINX has yielded a comparatively lower 7.85% annualized return.
TRBCX
4.75%
2.80%
12.32%
31.16%
14.08%
14.72%
SPINX
4.63%
2.56%
-11.55%
0.56%
4.92%
7.85%
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TRBCX vs. SPINX - Expense Ratio Comparison
TRBCX has a 0.69% expense ratio, which is higher than SPINX's 0.12% expense ratio.
Risk-Adjusted Performance
TRBCX vs. SPINX — Risk-Adjusted Performance Rank
TRBCX
SPINX
TRBCX vs. SPINX - Risk-Adjusted Performance Comparison
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.
Dividends
TRBCX vs. SPINX - Dividend Comparison
TRBCX's dividend yield for the trailing twelve months is around 8.67%, more than SPINX's 1.57% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRBCX T. Rowe Price Blue Chip Growth Fund | 8.67% | 9.08% | 3.49% | 5.87% | 9.38% | 1.19% | 0.36% | 2.44% | 2.94% | 0.67% | 3.26% | 4.85% |
SPINX SEI Institutional Investments Trust S&P 500 Index Fund | 1.57% | 1.64% | 1.53% | 1.69% | 1.28% | 1.53% | 1.75% | 2.47% | 1.86% | 1.98% | 2.02% | 1.74% |
Drawdowns
TRBCX vs. SPINX - Drawdown Comparison
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. For additional features, visit the drawdowns tool.
Volatility
TRBCX vs. SPINX - Volatility Comparison
T. Rowe Price Blue Chip Growth Fund (TRBCX) has a higher volatility of 5.10% compared to SEI Institutional Investments Trust S&P 500 Index Fund (SPINX) at 3.09%. 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.