TBCIX vs. ALVOX
Compare and contrast key facts about T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) and Alger Capital Appreciation Portfolio (ALVOX).
TBCIX is managed by T. Rowe Price. ALVOX is managed by Alger. It was launched on Jan 25, 1995.
Performance
TBCIX vs. ALVOX - Performance Comparison
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TBCIX vs. ALVOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TBCIX T. Rowe Price Blue Chip Growth Fund I Class | -14.54% | 18.94% | 48.73% | 49.61% | -38.48% | 18.30% | 34.90% | 30.30% | 2.13% | 36.68% |
ALVOX Alger Capital Appreciation Portfolio | -14.35% | 32.25% | 48.13% | 43.13% | -36.69% | 19.79% | 41.90% | 33.59% | -0.01% | 31.17% |
Returns By Period
The year-to-date returns for both investments are quite close, with TBCIX having a -14.54% return and ALVOX slightly higher at -14.35%. Over the past 10 years, TBCIX has underperformed ALVOX with an annualized return of 15.65%, while ALVOX has yielded a comparatively higher 16.53% annualized return.
TBCIX
- 1D
- -0.35%
- 1M
- -8.84%
- YTD
- -14.54%
- 6M
- -12.75%
- 1Y
- 11.84%
- 3Y*
- 24.77%
- 5Y*
- 10.38%
- 10Y*
- 15.65%
ALVOX
- 1D
- -1.51%
- 1M
- -9.47%
- YTD
- -14.35%
- 6M
- -15.10%
- 1Y
- 28.57%
- 3Y*
- 28.27%
- 5Y*
- 12.33%
- 10Y*
- 16.53%
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TBCIX vs. ALVOX - Expense Ratio Comparison
TBCIX has a 0.56% expense ratio, which is lower than ALVOX's 0.91% expense ratio.
Return for Risk
TBCIX vs. ALVOX — Risk / Return Rank
TBCIX
ALVOX
TBCIX vs. ALVOX - Risk-Adjusted Trends Comparison
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.
| TBCIX | ALVOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.54 | 1.05 | -0.51 |
Sortino ratioReturn per unit of downside risk | 0.94 | 1.59 | -0.65 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.21 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.50 | 1.32 | -0.81 |
Martin ratioReturn relative to average drawdown | 1.75 | 4.42 | -2.67 |
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
| TBCIX | ALVOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.54 | 1.05 | -0.51 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.49 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 0.71 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.66 | 0.60 | +0.06 |
Correlation
The correlation between TBCIX and ALVOX is 0.96, 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
TBCIX vs. ALVOX - Dividend Comparison
TBCIX's dividend yield for the trailing twelve months is around 6.09%, less than ALVOX's 21.93% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TBCIX T. Rowe Price Blue Chip Growth Fund I Class | 6.09% | 5.20% | 18.28% | 3.47% | 5.84% | 10.03% | 1.18% | 0.59% | 2.50% | 3.05% | 0.81% | 0.00% |
ALVOX Alger Capital Appreciation Portfolio | 21.93% | 18.78% | 0.00% | 0.00% | 9.84% | 26.10% | 14.64% | 12.19% | 21.59% | 6.47% | 0.00% | 12.50% |
Drawdowns
TBCIX vs. ALVOX - Drawdown Comparison
The maximum TBCIX drawdown since its inception was -43.26%, smaller than the maximum ALVOX drawdown of -67.54%. Use the drawdown chart below to compare losses from any high point for TBCIX and ALVOX.
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Drawdown Indicators
| TBCIX | ALVOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.26% | -67.54% | +24.28% |
Max Drawdown (1Y)Largest decline over 1 year | -16.96% | -18.86% | +1.90% |
Max Drawdown (5Y)Largest decline over 5 years | -43.26% | -41.01% | -2.25% |
Max Drawdown (10Y)Largest decline over 10 years | -43.26% | -41.01% | -2.25% |
Current DrawdownCurrent decline from peak | -16.96% | -18.86% | +1.90% |
Average DrawdownAverage peak-to-trough decline | -8.15% | -18.88% | +10.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.87% | 5.61% | -0.74% |
Volatility
TBCIX vs. ALVOX - Volatility Comparison
The current volatility for T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) is 5.58%, while Alger Capital Appreciation Portfolio (ALVOX) has a volatility of 7.38%. 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.
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Volatility by Period
| TBCIX | ALVOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.58% | 7.38% | -1.80% |
Volatility (6M)Calculated over the trailing 6-month period | 11.76% | 15.86% | -4.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.49% | 26.77% | -4.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.88% | 25.53% | -1.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.69% | 23.43% | -0.74% |