TBCIX vs. SPY
Compare and contrast key facts about T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) and SPDR S&P 500 ETF (SPY).
TBCIX is managed by T. Rowe Price. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TBCIX or SPY.
Correlation
The correlation between TBCIX and SPY 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
TBCIX vs. SPY - Performance Comparison
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Key characteristics
TBCIX:
0.74
SPY:
0.68
TBCIX:
1.20
SPY:
1.13
TBCIX:
1.17
SPY:
1.17
TBCIX:
0.85
SPY:
0.76
TBCIX:
2.80
SPY:
2.93
TBCIX:
6.90%
SPY:
4.87%
TBCIX:
25.63%
SPY:
20.29%
TBCIX:
-43.56%
SPY:
-55.19%
TBCIX:
-3.90%
SPY:
-3.85%
Returns By Period
In the year-to-date period, TBCIX achieves a 0.99% return, which is significantly higher than SPY's 0.56% return.
TBCIX
0.99%
13.35%
0.44%
18.76%
14.52%
N/A
SPY
0.56%
8.99%
-0.98%
13.71%
17.23%
12.67%
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TBCIX vs. SPY - Expense Ratio Comparison
TBCIX has a 0.56% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
TBCIX vs. SPY — Risk-Adjusted Performance Rank
TBCIX
SPY
TBCIX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) and SPDR S&P 500 ETF (SPY). 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.
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Dividends
TBCIX vs. SPY - Dividend Comparison
TBCIX's dividend yield for the trailing twelve months is around 9.05%, more than SPY's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TBCIX T. Rowe Price Blue Chip Growth Fund I Class | 9.05% | 9.14% | 3.47% | 5.84% | 9.51% | 1.18% | 0.32% | 0.06% | 2.64% | 0.21% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.22% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
TBCIX vs. SPY - Drawdown Comparison
The maximum TBCIX drawdown since its inception was -43.56%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for TBCIX and SPY. For additional features, visit the drawdowns tool.
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Volatility
TBCIX vs. SPY - Volatility Comparison
T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) has a higher volatility of 7.97% compared to SPDR S&P 500 ETF (SPY) at 6.24%. This indicates that TBCIX's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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