TBCIX vs. ALVOX

In the year-to-date period, TBCIX achieves a 0.67% return, which is significantly lower than ALVOX's 3.40% return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

TBCIX has a 0.56% expense ratio, which is lower than ALVOX's 0.91% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) and Alger Capital Appreciation Portfolio (ALVOX). 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 TBCIX Sharpe Ratio is 0.27, which is lower than the ALVOX Sharpe Ratio of 0.90. The chart below compares the historical Sharpe Ratios of TBCIX and ALVOX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither TBCIX nor ALVOX has paid dividends to shareholders.

The maximum TBCIX drawdown since its inception was -50.64%, smaller than the maximum ALVOX drawdown of -57.47%. Use the drawdown chart below to compare losses from any high point for TBCIX and ALVOX. For additional features, visit the drawdowns tool.

The current volatility for T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) is 8.00%, while Alger Capital Appreciation Portfolio (ALVOX) has a volatility of 9.29%. This indicates that TBCIX experiences smaller price fluctuations and is considered to be less risky than ALVOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.