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TPLGX vs. GAIOX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between TPLGX and GAIOX is 0.86, 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.


-0.50.00.51.0
Correlation: 0.9

Performance

TPLGX vs. GAIOX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in T. Rowe Price Institutional Large Cap Core Growth Fund (TPLGX) and American Funds Growth and Income Portfolio (GAIOX). The values are adjusted to include any dividend payments, if applicable.

100.00%200.00%300.00%400.00%500.00%NovemberDecember2025FebruaryMarchApril
298.05%
138.28%
TPLGX
GAIOX

Key characteristics

Sharpe Ratio

TPLGX:

-0.51

GAIOX:

-0.24

Sortino Ratio

TPLGX:

-0.49

GAIOX:

-0.23

Omega Ratio

TPLGX:

0.92

GAIOX:

0.97

Calmar Ratio

TPLGX:

-0.43

GAIOX:

-0.23

Martin Ratio

TPLGX:

-1.36

GAIOX:

-1.07

Ulcer Index

TPLGX:

9.53%

GAIOX:

2.75%

Daily Std Dev

TPLGX:

25.47%

GAIOX:

12.08%

Max Drawdown

TPLGX:

-56.03%

GAIOX:

-26.85%

Current Drawdown

TPLGX:

-30.28%

GAIOX:

-12.59%

Returns By Period

In the year-to-date period, TPLGX achieves a -17.88% return, which is significantly lower than GAIOX's -7.28% return. Over the past 10 years, TPLGX has outperformed GAIOX with an annualized return of 8.56%, while GAIOX has yielded a comparatively lower 4.88% annualized return.


TPLGX

YTD

-17.88%

1M

-15.79%

6M

-22.89%

1Y

-11.85%

5Y*

8.15%

10Y*

8.56%

GAIOX

YTD

-7.28%

1M

-9.37%

6M

-10.30%

1Y

-2.10%

5Y*

8.59%

10Y*

4.88%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


TPLGX vs. GAIOX - Expense Ratio Comparison

TPLGX has a 0.57% expense ratio, which is lower than GAIOX's 0.66% expense ratio.


GAIOX
American Funds Growth and Income Portfolio
Expense ratio chart for GAIOX: current value is 0.66%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
GAIOX: 0.66%
Expense ratio chart for TPLGX: current value is 0.57%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
TPLGX: 0.57%

Risk-Adjusted Performance

TPLGX vs. GAIOX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

TPLGX
The Risk-Adjusted Performance Rank of TPLGX is 1313
Overall Rank
The Sharpe Ratio Rank of TPLGX is 1313
Sharpe Ratio Rank
The Sortino Ratio Rank of TPLGX is 1515
Sortino Ratio Rank
The Omega Ratio Rank of TPLGX is 1313
Omega Ratio Rank
The Calmar Ratio Rank of TPLGX is 1010
Calmar Ratio Rank
The Martin Ratio Rank of TPLGX is 1212
Martin Ratio Rank

GAIOX
The Risk-Adjusted Performance Rank of GAIOX is 2121
Overall Rank
The Sharpe Ratio Rank of GAIOX is 2424
Sharpe Ratio Rank
The Sortino Ratio Rank of GAIOX is 2323
Sortino Ratio Rank
The Omega Ratio Rank of GAIOX is 2222
Omega Ratio Rank
The Calmar Ratio Rank of GAIOX is 2020
Calmar Ratio Rank
The Martin Ratio Rank of GAIOX is 1616
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

TPLGX vs. GAIOX - 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 American Funds Growth and Income Portfolio (GAIOX). 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.


Sharpe ratio
The chart of Sharpe ratio for TPLGX, currently valued at -0.51, compared to the broader market-1.000.001.002.003.004.00
TPLGX: -0.51
GAIOX: -0.24
The chart of Sortino ratio for TPLGX, currently valued at -0.49, compared to the broader market-2.000.002.004.006.008.0010.00
TPLGX: -0.49
GAIOX: -0.23
The chart of Omega ratio for TPLGX, currently valued at 0.92, compared to the broader market0.501.001.502.002.503.003.50
TPLGX: 0.92
GAIOX: 0.97
The chart of Calmar ratio for TPLGX, currently valued at -0.43, compared to the broader market0.005.0010.0015.00
TPLGX: -0.43
GAIOX: -0.23
The chart of Martin ratio for TPLGX, currently valued at -1.36, compared to the broader market0.0020.0040.0060.00
TPLGX: -1.36
GAIOX: -1.07

The current TPLGX Sharpe Ratio is -0.51, which is lower than the GAIOX Sharpe Ratio of -0.24. The chart below compares the historical Sharpe Ratios of TPLGX and GAIOX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00NovemberDecember2025FebruaryMarchApril
-0.51
-0.24
TPLGX
GAIOX

Dividends

TPLGX vs. GAIOX - Dividend Comparison

TPLGX's dividend yield for the trailing twelve months is around 0.04%, less than GAIOX's 2.04% yield.


TTM20242023202220212020201920182017201620152014
TPLGX
T. Rowe Price Institutional Large Cap Core Growth Fund
0.04%0.03%0.03%0.00%0.00%0.02%0.18%0.16%0.19%0.25%0.11%0.08%
GAIOX
American Funds Growth and Income Portfolio
2.04%1.87%2.03%2.07%1.28%1.59%6.25%2.10%1.68%1.95%1.87%4.60%

Drawdowns

TPLGX vs. GAIOX - Drawdown Comparison

The maximum TPLGX drawdown since its inception was -56.03%, which is greater than GAIOX's maximum drawdown of -26.85%. Use the drawdown chart below to compare losses from any high point for TPLGX and GAIOX. For additional features, visit the drawdowns tool.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-30.28%
-12.59%
TPLGX
GAIOX

Volatility

TPLGX vs. GAIOX - Volatility Comparison

T. Rowe Price Institutional Large Cap Core Growth Fund (TPLGX) has a higher volatility of 11.14% compared to American Funds Growth and Income Portfolio (GAIOX) at 6.42%. This indicates that TPLGX's price experiences larger fluctuations and is considered to be riskier than GAIOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%5.00%10.00%15.00%NovemberDecember2025FebruaryMarchApril
11.14%
6.42%
TPLGX
GAIOX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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