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.
Key characteristics
| TPLGX | FOSCX | |
|---|---|---|
| YTD Return | 36.64% | 16.49% |
| 1Y Return | 40.17% | 31.72% |
| 3Y Return (Ann) | 0.82% | -4.33% |
| 5Y Return (Ann) | 12.12% | 3.74% |
| 10Y Return (Ann) | 12.62% | 3.36% |
| Sharpe Ratio | 2.31 | 1.65 |
| Sortino Ratio | 3.01 | 2.45 |
| Omega Ratio | 1.42 | 1.30 |
| Calmar Ratio | 1.45 | 0.94 |
| Martin Ratio | 11.94 | 10.10 |
| Ulcer Index | 3.37% | 3.15% |
| Daily Std Dev | 17.43% | 19.29% |
| Max Drawdown | -56.03% | -61.57% |
| Current Drawdown | 0.00% | -13.00% |
Correlation
The correlation between TPLGX and FOSCX is 0.76, 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
In the year-to-date period, TPLGX achieves a 36.64% return, which is significantly higher than FOSCX's 16.49% return. Over the past 10 years, TPLGX has outperformed FOSCX with an annualized return of 12.62%, while FOSCX has yielded a comparatively lower 3.36% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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 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 0.02%, less than FOSCX's 0.17% 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% |
FOSCX Tributary Small Company Fund | 0.17% | 0.19% | 0.01% | 0.00% | 0.02% | 0.00% | 0.00% | 0.00% | 0.23% | 0.17% | 0.03% | 0.45% |
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
The current volatility for T. Rowe Price Institutional Large Cap Core Growth Fund (TPLGX) is 4.89%, while Tributary Small Company Fund (FOSCX) has a volatility of 7.46%. This indicates that TPLGX experiences smaller price fluctuations and is considered to be less risky than FOSCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.