TPLGX vs. FOSCX

In the year-to-date period, TPLGX achieves a -18.66% return, which is significantly higher than FOSCX's -20.10% return. Over the past 10 years, TPLGX has outperformed FOSCX with an annualized return of 8.28%, while FOSCX has yielded a comparatively lower 0.18% annualized return.

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TPLGX has a 0.57% expense ratio, which is lower than FOSCX's 1.18% expense ratio.

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.

The current TPLGX Sharpe Ratio is -0.56, which is higher than the FOSCX Sharpe Ratio of -0.91. The chart below compares the historical Sharpe Ratios of TPLGX and FOSCX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

TPLGX's dividend yield for the trailing twelve months is around 0.04%, while FOSCX has not paid dividends to shareholders.

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.

T. Rowe Price Institutional Large Cap Core Growth Fund (TPLGX) has a higher volatility of 10.61% compared to Tributary Small Company Fund (FOSCX) at 9.15%. 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.