TBCIX vs. FBGRX

In the year-to-date period, TBCIX achieves a 26.74% return, which is significantly lower than FBGRX's 33.41% return.

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TBCIX has a 0.56% expense ratio, which is lower than FBGRX's 0.79% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) and Fidelity Blue Chip Growth Fund (FBGRX). 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 1.44, which is comparable to the FBGRX Sharpe Ratio of 1.72. The chart below compares the historical Sharpe Ratios of TBCIX and FBGRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

TBCIX has not paid dividends to shareholders, while FBGRX's dividend yield for the trailing twelve months is around 0.19%.

The maximum TBCIX drawdown since its inception was -50.64%, smaller than the maximum FBGRX drawdown of -57.42%. Use the drawdown chart below to compare losses from any high point for TBCIX and FBGRX. For additional features, visit the drawdowns tool.

T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) has a higher volatility of 10.35% compared to Fidelity Blue Chip Growth Fund (FBGRX) at 5.35%. This indicates that TBCIX's price experiences larger fluctuations and is considered to be riskier than FBGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.