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TBCIX vs. VFIAX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between TBCIX and VFIAX 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.


-0.50.00.51.0
Correlation: 0.9

Performance

TBCIX vs. VFIAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) and Vanguard 500 Index Fund Admiral Shares (VFIAX). The values are adjusted to include any dividend payments, if applicable.

120.00%140.00%160.00%180.00%200.00%220.00%240.00%260.00%December2025FebruaryMarchAprilMay
157.44%
231.00%
TBCIX
VFIAX

Key characteristics

Sharpe Ratio

TBCIX:

0.30

VFIAX:

0.73

Sortino Ratio

TBCIX:

0.58

VFIAX:

1.13

Omega Ratio

TBCIX:

1.09

VFIAX:

1.17

Calmar Ratio

TBCIX:

0.28

VFIAX:

0.75

Martin Ratio

TBCIX:

0.79

VFIAX:

2.97

Ulcer Index

TBCIX:

10.17%

VFIAX:

4.74%

Daily Std Dev

TBCIX:

26.76%

VFIAX:

19.40%

Max Drawdown

TBCIX:

-50.64%

VFIAX:

-55.20%

Current Drawdown

TBCIX:

-16.59%

VFIAX:

-7.81%

Returns By Period

In the year-to-date period, TBCIX achieves a -5.24% return, which is significantly lower than VFIAX's -3.54% return.


TBCIX

YTD

-5.24%

1M

15.54%

6M

-8.22%

1Y

4.72%

5Y*

7.49%

10Y*

N/A

VFIAX

YTD

-3.54%

1M

11.43%

6M

-0.45%

1Y

11.65%

5Y*

16.48%

10Y*

12.30%

*Annualized

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TBCIX vs. VFIAX - Expense Ratio Comparison

TBCIX has a 0.56% expense ratio, which is higher than VFIAX's 0.04% expense ratio.


Expense ratio chart for TBCIX: current value is 0.56%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
TBCIX: 0.56%
Expense ratio chart for VFIAX: current value is 0.04%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
VFIAX: 0.04%

Risk-Adjusted Performance

TBCIX vs. VFIAX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

TBCIX
The Risk-Adjusted Performance Rank of TBCIX is 3434
Overall Rank
The Sharpe Ratio Rank of TBCIX is 3232
Sharpe Ratio Rank
The Sortino Ratio Rank of TBCIX is 3535
Sortino Ratio Rank
The Omega Ratio Rank of TBCIX is 3636
Omega Ratio Rank
The Calmar Ratio Rank of TBCIX is 3838
Calmar Ratio Rank
The Martin Ratio Rank of TBCIX is 3131
Martin Ratio Rank

VFIAX
The Risk-Adjusted Performance Rank of VFIAX is 6464
Overall Rank
The Sharpe Ratio Rank of VFIAX is 5959
Sharpe Ratio Rank
The Sortino Ratio Rank of VFIAX is 6161
Sortino Ratio Rank
The Omega Ratio Rank of VFIAX is 6464
Omega Ratio Rank
The Calmar Ratio Rank of VFIAX is 7272
Calmar Ratio Rank
The Martin Ratio Rank of VFIAX is 6464
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

TBCIX vs. VFIAX - 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 Vanguard 500 Index Fund Admiral Shares (VFIAX). 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 chart of Sharpe ratio for TBCIX, currently valued at 0.30, compared to the broader market-1.000.001.002.003.00
TBCIX: 0.30
VFIAX: 0.73
The chart of Sortino ratio for TBCIX, currently valued at 0.58, compared to the broader market-2.000.002.004.006.008.00
TBCIX: 0.58
VFIAX: 1.13
The chart of Omega ratio for TBCIX, currently valued at 1.09, compared to the broader market0.501.001.502.002.503.00
TBCIX: 1.09
VFIAX: 1.17
The chart of Calmar ratio for TBCIX, currently valued at 0.28, compared to the broader market0.002.004.006.008.0010.00
TBCIX: 0.28
VFIAX: 0.75
The chart of Martin ratio for TBCIX, currently valued at 0.79, compared to the broader market0.0010.0020.0030.0040.00
TBCIX: 0.79
VFIAX: 2.97

The current TBCIX Sharpe Ratio is 0.30, which is lower than the VFIAX Sharpe Ratio of 0.73. The chart below compares the historical Sharpe Ratios of TBCIX and VFIAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.001.002.003.00December2025FebruaryMarchAprilMay
0.30
0.73
TBCIX
VFIAX

Dividends

TBCIX vs. VFIAX - Dividend Comparison

TBCIX has not paid dividends to shareholders, while VFIAX's dividend yield for the trailing twelve months is around 1.34%.


TTM20242023202220212020201920182017201620152014
TBCIX
T. Rowe Price Blue Chip Growth Fund I Class
0.00%0.00%0.00%0.00%0.00%0.00%0.32%0.06%2.64%0.21%0.00%0.00%
VFIAX
Vanguard 500 Index Fund Admiral Shares
1.34%1.24%1.45%1.68%1.24%1.53%1.87%2.05%1.78%2.02%2.10%1.85%

Drawdowns

TBCIX vs. VFIAX - Drawdown Comparison

The maximum TBCIX drawdown since its inception was -50.64%, smaller than the maximum VFIAX drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for TBCIX and VFIAX. For additional features, visit the drawdowns tool.


-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-16.59%
-7.81%
TBCIX
VFIAX

Volatility

TBCIX vs. VFIAX - Volatility Comparison

T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) has a higher volatility of 15.56% compared to Vanguard 500 Index Fund Admiral Shares (VFIAX) at 13.19%. This indicates that TBCIX's price experiences larger fluctuations and is considered to be riskier than VFIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%5.00%10.00%15.00%December2025FebruaryMarchAprilMay
15.56%
13.19%
TBCIX
VFIAX