TCBIX vs. TPLGX

In the year-to-date period, TCBIX achieves a 1.46% return, which is significantly lower than TPLGX's 1.64% return. Over the past 10 years, TCBIX has underperformed TPLGX with an annualized return of 6.12%, while TPLGX has yielded a comparatively higher 14.30% annualized return.

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

TCBIX has a 1.40% expense ratio, which is higher than TPLGX's 0.57% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for The Covered Bridge Fund (TCBIX) and T. Rowe Price Institutional Large Cap Core Growth Fund (TPLGX). 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 TCBIX Sharpe Ratio is 0.52, which is comparable to the TPLGX Sharpe Ratio of 0.61. The chart below compares the historical Sharpe Ratios of TCBIX and TPLGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

TCBIX's dividend yield for the trailing twelve months is around 9.09%, less than TPLGX's 12.67% yield.

The maximum TCBIX drawdown since its inception was -28.94%, smaller than the maximum TPLGX drawdown of -54.57%. Use the drawdown chart below to compare losses from any high point for TCBIX and TPLGX.

The current volatility for The Covered Bridge Fund (TCBIX) is 3.85%, while T. Rowe Price Institutional Large Cap Core Growth Fund (TPLGX) has a volatility of 5.74%. This indicates that TCBIX experiences smaller price fluctuations and is considered to be less risky than TPLGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.