TPLGX vs. FOSCX
TPLGX (T. Rowe Price Institutional Large Cap Core Growth Fund) and FOSCX (Tributary Small Company Fund) are both mutual funds - TPLGX is a Large Cap Growth Equities fund managed by T. Rowe Price, while FOSCX is a Small Cap Blend Equities fund managed by Tributary Funds. Over the past 10 years, TPLGX returned 15.32%/yr vs 9.13%/yr for FOSCX. Their 0.74 correlation means they have sometimes moved together and sometimes differently. TPLGX charges 0.57%/yr vs 1.18%/yr for FOSCX.
Performance
TPLGX vs. FOSCX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, TPLGX achieves a -3.11% return, which is significantly lower than FOSCX's 25.16% return. Over the past 10 years, TPLGX has outperformed FOSCX with an annualized return of 15.32%, while FOSCX has yielded a comparatively lower 9.13% annualized return.
TPLGX
- 1D
- 2.27%
- 1M
- -2.38%
- 6M
- -1.19%
- YTD
- -3.11%
- 1Y
- 5.16%
- 3Y*
- 18.58%
- 5Y*
- 7.84%
- 10Y*
- 15.32%
- ALL TIME*
- 11.63%
FOSCX
- 1D
- 1.21%
- 1M
- -0.38%
- 6M
- 16.10%
- YTD
- 25.16%
- 1Y
- 28.50%
- 3Y*
- 10.49%
- 5Y*
- 8.14%
- 10Y*
- 9.13%
- ALL TIME*
- 9.86%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
TPLGX vs. FOSCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TPLGX T. Rowe Price Institutional Large Cap Core Growth Fund | -3.11% | 18.66% | 35.22% | 49.63% | -38.49% | 17.84% | 34.70% | 30.15% | 2.18% | 36.49% |
FOSCX Tributary Small Company Fund | 25.16% | -3.67% | 9.35% | 16.92% | -13.17% | 32.03% | 1.21% | 23.18% | -10.81% | 8.44% |
Correlation
The correlation between TPLGX and FOSCX is 0.42, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.42 |
Correlation (3Y) Balances recent behavior with more history. | 0.48 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.61 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.59 |
Correlation (All Time) Calculated using the full available price history since Oct 1, 2003 | 0.74 |
Over the past year, the correlation between TPLGX and FOSCX has dropped to 0.42 - well below their long-term average of 0.74, suggesting their price drivers have been diverging.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
TPLGX vs. FOSCX — Risk / Return Rank
TPLGX
FOSCX
TPLGX vs. FOSCX - Risk-Adjusted Trends 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| TPLGX | FOSCX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.24 | ||
| Sortino ratioReturn per unit of downside risk | -1.82 | ||
| Omega ratioGain probability vs. loss probability | 1.05 | 1.26 | -0.21 |
| Calmar ratioReturn relative to maximum drawdown | 0.22 | 2.74 | -2.53 |
| Martin ratioReturn relative to average drawdown | 0.64 | 7.58 | -6.94 |
Loading charts...
Drawdowns
TPLGX vs. FOSCX - Drawdown Comparison
The maximum TPLGX drawdown since its inception was -54.57%, roughly equal to the maximum FOSCX drawdown of -52.57%. Use the drawdown chart below to compare losses from any high point for TPLGX and FOSCX.
Loading charts...
Drawdown Indicators
| TPLGX | FOSCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.57% | -52.57% | -2.00% |
Max Drawdown (1Y)Largest decline over 1 year | -17.15% | -9.16% | -7.99% |
Max Drawdown (3Y)Largest decline over 3 years | -28.23% | -29.00% | +0.77% |
Max Drawdown (5Y)Largest decline over 5 years | -43.45% | -29.00% | -14.45% |
Max Drawdown (10Y)Largest decline over 10 years | -43.45% | -40.05% | -3.40% |
Current DrawdownCurrent decline from peak | -8.78% | -2.51% | -6.27% |
Average DrawdownAverage peak-to-trough decline | -8.65% | -7.04% | -1.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.73% | 3.32% | +2.41% |
Volatility
TPLGX vs. FOSCX - Volatility Comparison
T. Rowe Price Institutional Large Cap Core Growth Fund (TPLGX) has a higher volatility of 5.88% compared to Tributary Small Company Fund (FOSCX) at 4.17%. 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.
Loading charts...
Volatility by Period
| TPLGX | FOSCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.88% | 4.17% | +1.71% |
Volatility (6M)Calculated over the trailing 6-month period | 14.22% | 11.81% | +2.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.59% | 17.34% | +0.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.54% | 20.59% | +3.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.99% | 21.84% | +1.15% |
TPLGX vs. FOSCX - Expense Ratio Comparison
TPLGX has a 0.57% expense ratio, which is lower than FOSCX's 1.18% expense ratio.
Dividends
TPLGX vs. FOSCX - Dividend Comparison
TPLGX's dividend yield for the trailing twelve months is around 20.95%, more than FOSCX's 6.08% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FOSCX Tributary Small Company Fund | 6.08% | 7.61% | 6.67% | 2.82% | 13.61% | 15.18% | 0.02% | 1.28% | 5.45% | 5.28% | 1.51% | 0.00% |
TPLGX T. Rowe Price Institutional Large Cap Core Growth Fund | 20.95% | 20.30% | 12.87% | 3.70% | 4.39% | 8.81% | 0.59% | 0.60% | 1.65% | 1.39% | 0.25% | 0.44% |
Frequently Asked Questions
TPLGX and FOSCX have a correlation of 0.42, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TPLGX has higher volatility (5.88%) compared to FOSCX (4.17%). In terms of maximum drawdown, TPLGX dropped -54.57% vs FOSCX's -52.57%.
FOSCX currently has the higher Sharpe Ratio (1.45 vs 0.21), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for TPLGX and FOSCX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer