TCBIX vs. TPLGX
Compare and contrast key facts about The Covered Bridge Fund (TCBIX) and T. Rowe Price Institutional Large Cap Core Growth Fund (TPLGX).
TCBIX is managed by Covered Bridge. It was launched on Sep 30, 2013. TPLGX is managed by T. Rowe Price. It was launched on Sep 30, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TCBIX or TPLGX.
Correlation
The correlation between TCBIX and TPLGX is 0.57, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
TCBIX vs. TPLGX - Performance Comparison
Key characteristics
TCBIX:
0.39
TPLGX:
0.63
TCBIX:
0.58
TPLGX:
0.86
TCBIX:
1.07
TPLGX:
1.15
TCBIX:
0.23
TPLGX:
0.71
TCBIX:
1.11
TPLGX:
2.29
TCBIX:
3.17%
TPLGX:
6.24%
TCBIX:
9.06%
TPLGX:
22.77%
TCBIX:
-34.85%
TPLGX:
-56.03%
TCBIX:
-9.65%
TPLGX:
-11.75%
Returns By Period
In the year-to-date period, TCBIX achieves a 4.71% return, which is significantly higher than TPLGX's 3.95% return. Over the past 10 years, TCBIX has underperformed TPLGX with an annualized return of 0.31%, while TPLGX has yielded a comparatively higher 11.09% annualized return.
TCBIX
4.71%
1.45%
2.32%
2.84%
1.07%
0.31%
TPLGX
3.95%
1.20%
0.41%
15.74%
7.59%
11.09%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
TCBIX vs. TPLGX - Expense Ratio Comparison
TCBIX has a 1.40% expense ratio, which is higher than TPLGX's 0.57% expense ratio.
Risk-Adjusted Performance
TCBIX vs. TPLGX — Risk-Adjusted Performance Rank
TCBIX
TPLGX
TCBIX vs. TPLGX - Risk-Adjusted Performance Comparison
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.
Dividends
TCBIX vs. TPLGX - Dividend Comparison
TCBIX's dividend yield for the trailing twelve months is around 1.81%, more than TPLGX's 0.03% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TCBIX The Covered Bridge Fund | 1.81% | 1.90% | 2.17% | 1.60% | 1.36% | 1.53% | 1.89% | 1.92% | 1.12% | 1.10% | 1.30% | 1.22% |
TPLGX T. Rowe Price Institutional Large Cap Core Growth Fund | 0.03% | 0.03% | 0.03% | 0.00% | 0.00% | 0.02% | 0.18% | 0.16% | 0.19% | 0.25% | 0.11% | 0.08% |
Drawdowns
TCBIX vs. TPLGX - Drawdown Comparison
The maximum TCBIX drawdown since its inception was -34.85%, smaller than the maximum TPLGX drawdown of -56.03%. Use the drawdown chart below to compare losses from any high point for TCBIX and TPLGX. For additional features, visit the drawdowns tool.
Volatility
TCBIX vs. TPLGX - Volatility Comparison
The current volatility for The Covered Bridge Fund (TCBIX) is 2.48%, while T. Rowe Price Institutional Large Cap Core Growth Fund (TPLGX) has a volatility of 5.13%. 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.