TFAIX vs. TBCIX
Compare and contrast key facts about T. Rowe Price Floating Rate Fund Class I (TFAIX) and T. Rowe Price Blue Chip Growth Fund I Class (TBCIX).
TFAIX is an actively managed fund by T. Rowe Price. It was launched on Nov 29, 2016. TBCIX is managed by T. Rowe Price.
Performance
TFAIX vs. TBCIX - Performance Comparison
Loading graphics...
TFAIX vs. TBCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TFAIX T. Rowe Price Floating Rate Fund Class I | -1.09% | 6.61% | 9.06% | 10.85% | -1.85% | 4.73% | 1.88% | 8.71% | 0.06% | 3.39% |
TBCIX T. Rowe Price Blue Chip Growth Fund I Class | -14.54% | 18.94% | 48.73% | 49.61% | -38.48% | 18.30% | 34.90% | 30.30% | 2.13% | 35.34% |
Returns By Period
In the year-to-date period, TFAIX achieves a -1.09% return, which is significantly higher than TBCIX's -14.54% return.
TFAIX
- 1D
- -0.11%
- 1M
- -0.11%
- YTD
- -1.09%
- 6M
- 0.45%
- 1Y
- 4.85%
- 3Y*
- 7.34%
- 5Y*
- 5.26%
- 10Y*
- —
TBCIX
- 1D
- -0.35%
- 1M
- -8.84%
- YTD
- -14.54%
- 6M
- -12.75%
- 1Y
- 11.84%
- 3Y*
- 24.77%
- 5Y*
- 10.38%
- 10Y*
- 15.65%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
TFAIX vs. TBCIX - Expense Ratio Comparison
TFAIX has a 0.63% expense ratio, which is higher than TBCIX's 0.56% expense ratio.
Return for Risk
TFAIX vs. TBCIX — Risk / Return Rank
TFAIX
TBCIX
TFAIX vs. TBCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Floating Rate Fund Class I (TFAIX) and T. Rowe Price Blue Chip Growth Fund I Class (TBCIX). 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.
| TFAIX | TBCIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.91 | 0.54 | +1.38 |
Sortino ratioReturn per unit of downside risk | 3.39 | 0.94 | +2.45 |
Omega ratioGain probability vs. loss probability | 1.61 | 1.13 | +0.48 |
Calmar ratioReturn relative to maximum drawdown | 2.54 | 0.50 | +2.03 |
Martin ratioReturn relative to average drawdown | 9.77 | 1.75 | +8.02 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| TFAIX | TBCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.91 | 0.54 | +1.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.92 | 0.44 | +1.48 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.69 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.14 | 0.66 | +0.47 |
Correlation
The correlation between TFAIX and TBCIX is 0.22, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
TFAIX vs. TBCIX - Dividend Comparison
TFAIX's dividend yield for the trailing twelve months is around 6.59%, more than TBCIX's 6.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
TFAIX T. Rowe Price Floating Rate Fund Class I | 6.59% | 7.14% | 8.30% | 7.12% | 4.13% | 3.98% | 4.12% | 4.97% | 5.01% | 4.15% | 0.00% |
TBCIX T. Rowe Price Blue Chip Growth Fund I Class | 6.09% | 5.20% | 18.28% | 3.47% | 5.84% | 10.03% | 1.18% | 0.59% | 2.50% | 3.05% | 0.81% |
Drawdowns
TFAIX vs. TBCIX - Drawdown Comparison
The maximum TFAIX drawdown since its inception was -19.93%, smaller than the maximum TBCIX drawdown of -43.26%. Use the drawdown chart below to compare losses from any high point for TFAIX and TBCIX.
Loading graphics...
Drawdown Indicators
| TFAIX | TBCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.93% | -43.26% | +23.33% |
Max Drawdown (1Y)Largest decline over 1 year | -1.96% | -16.96% | +15.00% |
Max Drawdown (5Y)Largest decline over 5 years | -5.88% | -43.26% | +37.38% |
Max Drawdown (10Y)Largest decline over 10 years | — | -43.26% | — |
Current DrawdownCurrent decline from peak | -1.31% | -16.96% | +15.65% |
Average DrawdownAverage peak-to-trough decline | -0.80% | -8.15% | +7.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.54% | 4.87% | -4.33% |
Volatility
TFAIX vs. TBCIX - Volatility Comparison
The current volatility for T. Rowe Price Floating Rate Fund Class I (TFAIX) is 0.77%, while T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) has a volatility of 5.58%. This indicates that TFAIX experiences smaller price fluctuations and is considered to be less risky than TBCIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| TFAIX | TBCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.77% | 5.58% | -4.81% |
Volatility (6M)Calculated over the trailing 6-month period | 1.81% | 11.76% | -9.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.81% | 22.49% | -19.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.76% | 23.88% | -21.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.96% | 22.69% | -18.73% |