SVSPX vs. TRBCX
Compare and contrast key facts about State Street S&P 500 Index Fund Class N (SVSPX) and T. Rowe Price Blue Chip Growth Fund (TRBCX).
SVSPX is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Dec 30, 1992. TRBCX is managed by T. Rowe Price. It was launched on Jun 30, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SVSPX or TRBCX.
Correlation
The correlation between SVSPX and TRBCX is 0.91, 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
SVSPX vs. TRBCX - Performance Comparison
Key characteristics
SVSPX:
1.22
TRBCX:
2.23
SVSPX:
1.55
TRBCX:
2.90
SVSPX:
1.25
TRBCX:
1.41
SVSPX:
0.76
TRBCX:
2.58
SVSPX:
8.74
TRBCX:
11.89
SVSPX:
2.01%
TRBCX:
3.30%
SVSPX:
14.42%
TRBCX:
17.66%
SVSPX:
-86.30%
TRBCX:
-54.56%
SVSPX:
-9.42%
TRBCX:
-1.78%
Returns By Period
In the year-to-date period, SVSPX achieves a 16.98% return, which is significantly lower than TRBCX's 39.10% return. Over the past 10 years, SVSPX has underperformed TRBCX with an annualized return of 5.14%, while TRBCX has yielded a comparatively higher 15.11% annualized return.
SVSPX
16.98%
-7.54%
1.78%
17.38%
5.01%
5.14%
TRBCX
39.10%
3.60%
12.85%
39.42%
15.17%
15.11%
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SVSPX vs. TRBCX - Expense Ratio Comparison
SVSPX has a 0.16% expense ratio, which is lower than TRBCX's 0.69% expense ratio.
Risk-Adjusted Performance
SVSPX vs. TRBCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for State Street S&P 500 Index Fund Class N (SVSPX) 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.
Dividends
SVSPX vs. TRBCX - Dividend Comparison
SVSPX's dividend yield for the trailing twelve months is around 0.90%, less than TRBCX's 8.85% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SVSPX State Street S&P 500 Index Fund Class N | 0.90% | 1.52% | 1.69% | 1.66% | 5.53% | 1.74% | 2.65% | 1.78% | 1.42% | 1.96% | 1.76% | 3.00% |
TRBCX T. Rowe Price Blue Chip Growth Fund | 8.85% | 3.49% | 5.87% | 9.38% | 1.19% | 0.36% | 2.44% | 2.94% | 0.67% | 3.26% | 4.85% | 0.00% |
Drawdowns
SVSPX vs. TRBCX - Drawdown Comparison
The maximum SVSPX drawdown since its inception was -86.30%, which is greater than TRBCX's maximum drawdown of -54.56%. Use the drawdown chart below to compare losses from any high point for SVSPX and TRBCX. For additional features, visit the drawdowns tool.
Volatility
SVSPX vs. TRBCX - Volatility Comparison
State Street S&P 500 Index Fund Class N (SVSPX) has a higher volatility of 8.19% compared to T. Rowe Price Blue Chip Growth Fund (TRBCX) at 4.91%. This indicates that SVSPX's price experiences larger fluctuations and is considered to be riskier than TRBCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.