TPLGX vs. FOSCX
Compare and contrast key facts about T. Rowe Price Institutional Large Cap Core Growth Fund (TPLGX) and Tributary Small Company Fund (FOSCX).
TPLGX is managed by T. Rowe Price. It was launched on Sep 30, 2003. FOSCX is managed by Tributary Funds. It was launched on Jun 10, 1996.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TPLGX or FOSCX.
Correlation
The correlation between TPLGX and FOSCX is 0.75, 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.
Performance
TPLGX vs. FOSCX - Performance Comparison
Key characteristics
TPLGX:
0.64
FOSCX:
0.23
TPLGX:
0.87
FOSCX:
0.45
TPLGX:
1.16
FOSCX:
1.06
TPLGX:
0.72
FOSCX:
0.15
TPLGX:
2.34
FOSCX:
0.73
TPLGX:
6.19%
FOSCX:
5.85%
TPLGX:
22.78%
FOSCX:
19.01%
TPLGX:
-56.03%
FOSCX:
-61.57%
TPLGX:
-11.03%
FOSCX:
-21.96%
Returns By Period
In the year-to-date period, TPLGX achieves a 4.80% return, which is significantly higher than FOSCX's 1.54% return. Over the past 10 years, TPLGX has outperformed FOSCX with an annualized return of 11.18%, while FOSCX has yielded a comparatively lower 2.87% annualized return.
TPLGX
4.80%
2.84%
-0.32%
16.51%
7.77%
11.18%
FOSCX
1.54%
-1.53%
-3.77%
6.47%
1.46%
2.87%
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TPLGX vs. FOSCX - Expense Ratio Comparison
TPLGX has a 0.57% expense ratio, which is lower than FOSCX's 1.18% expense ratio.
Risk-Adjusted Performance
TPLGX vs. FOSCX — Risk-Adjusted Performance Rank
TPLGX
FOSCX
TPLGX vs. FOSCX - 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 Tributary Small Company Fund (FOSCX). 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. FOSCX - Dividend Comparison
TPLGX's dividend yield for the trailing twelve months is around 0.03%, while FOSCX has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
FOSCX Tributary Small Company Fund | 0.00% | 0.00% | 0.19% | 0.01% | 0.00% | 0.02% | 0.00% | 0.00% | 0.00% | 0.23% | 0.17% | 0.03% |
Drawdowns
TPLGX vs. FOSCX - Drawdown Comparison
The maximum TPLGX drawdown since its inception was -56.03%, smaller than the maximum FOSCX drawdown of -61.57%. Use the drawdown chart below to compare losses from any high point for TPLGX and FOSCX. For additional features, visit the drawdowns tool.
Volatility
TPLGX vs. FOSCX - Volatility Comparison
T. Rowe Price Institutional Large Cap Core Growth Fund (TPLGX) has a higher volatility of 5.10% compared to Tributary Small Company Fund (FOSCX) at 3.65%. This indicates that TPLGX's price experiences larger fluctuations and is considered to be riskier than FOSCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.