TPLGX vs. FOCSX
Compare and contrast key facts about T. Rowe Price Institutional Large Cap Core Growth Fund (TPLGX) and Fidelity Small Cap Growth K6 Fund (FOCSX).
TPLGX is managed by T. Rowe Price. It was launched on Sep 30, 2003. FOCSX is managed by Fidelity. It was launched on May 25, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TPLGX or FOCSX.
Performance
TPLGX vs. FOCSX - Performance Comparison
Returns By Period
In the year-to-date period, TPLGX achieves a 34.45% return, which is significantly higher than FOCSX's 30.32% return.
TPLGX
34.45%
3.60%
13.30%
33.40%
11.41%
12.33%
FOCSX
30.32%
7.55%
16.07%
47.45%
6.84%
N/A
Key characteristics
| TPLGX | FOCSX | |
|---|---|---|
| Sharpe Ratio | 1.91 | 2.39 |
| Sortino Ratio | 2.54 | 3.18 |
| Omega Ratio | 1.35 | 1.39 |
| Calmar Ratio | 1.20 | 1.10 |
| Martin Ratio | 9.89 | 14.24 |
| Ulcer Index | 3.38% | 3.33% |
| Daily Std Dev | 17.51% | 19.82% |
| Max Drawdown | -56.03% | -51.13% |
| Current Drawdown | -1.60% | -15.78% |
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TPLGX vs. FOCSX - Expense Ratio Comparison
TPLGX has a 0.57% expense ratio, which is lower than FOCSX's 0.60% expense ratio.
Correlation
The correlation between TPLGX and FOCSX is 0.79, 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.
Risk-Adjusted Performance
TPLGX vs. FOCSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Institutional Large Cap Core Growth Fund (TPLGX) and Fidelity Small Cap Growth K6 Fund (FOCSX). 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
TPLGX vs. FOCSX - Dividend Comparison
TPLGX's dividend yield for the trailing twelve months is around 0.02%, less than FOCSX's 1.23% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TPLGX T. Rowe Price Institutional Large Cap Core Growth Fund | 0.02% | 0.03% | 0.00% | 0.00% | 0.02% | 0.18% | 0.16% | 0.19% | 0.25% | 0.11% | 0.08% | 0.15% |
FOCSX Fidelity Small Cap Growth K6 Fund | 1.23% | 0.23% | 0.05% | 0.00% | 0.00% | 0.00% | 0.00% | 0.02% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
TPLGX vs. FOCSX - Drawdown Comparison
The maximum TPLGX drawdown since its inception was -56.03%, which is greater than FOCSX's maximum drawdown of -51.13%. Use the drawdown chart below to compare losses from any high point for TPLGX and FOCSX. For additional features, visit the drawdowns tool.
Volatility
TPLGX vs. FOCSX - Volatility Comparison
The current volatility for T. Rowe Price Institutional Large Cap Core Growth Fund (TPLGX) is 5.09%, while Fidelity Small Cap Growth K6 Fund (FOCSX) has a volatility of 6.56%. This indicates that TPLGX experiences smaller price fluctuations and is considered to be less risky than FOCSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.