TPLGX vs. GAIOX
Compare and contrast key facts about T. Rowe Price Institutional Large Cap Core Growth Fund (TPLGX) and American Funds Growth and Income Portfolio (GAIOX).
TPLGX is managed by T. Rowe Price. It was launched on Sep 30, 2003. GAIOX is managed by American Funds. It was launched on May 18, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TPLGX or GAIOX.
Key characteristics
| TPLGX | GAIOX | |
|---|---|---|
| YTD Return | 36.49% | 15.81% |
| 1Y Return | 37.66% | 24.07% |
| 3Y Return (Ann) | 0.79% | 5.07% |
| 5Y Return (Ann) | 11.87% | 10.37% |
| 10Y Return (Ann) | 12.61% | 8.77% |
| Sharpe Ratio | 2.30 | 2.81 |
| Sortino Ratio | 3.00 | 3.93 |
| Omega Ratio | 1.42 | 1.53 |
| Calmar Ratio | 1.44 | 3.85 |
| Martin Ratio | 11.89 | 19.47 |
| Ulcer Index | 3.37% | 1.36% |
| Daily Std Dev | 17.43% | 9.43% |
| Max Drawdown | -56.03% | -26.85% |
| Current Drawdown | -0.11% | -0.99% |
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.
Performance
TPLGX vs. GAIOX - Performance Comparison
In the year-to-date period, TPLGX achieves a 36.49% return, which is significantly higher than GAIOX's 15.81% return. Over the past 10 years, TPLGX has outperformed GAIOX with an annualized return of 12.61%, while GAIOX has yielded a comparatively lower 8.77% 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. GAIOX - Expense Ratio Comparison
TPLGX has a 0.57% expense ratio, which is lower than GAIOX's 0.66% expense ratio.
Risk-Adjusted Performance
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.
Dividends
TPLGX vs. GAIOX - Dividend Comparison
TPLGX's dividend yield for the trailing twelve months is around 0.02%, less than GAIOX's 1.79% 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% |
GAIOX American Funds Growth and Income Portfolio | 1.79% | 2.03% | 2.07% | 1.28% | 1.59% | 6.25% | 2.10% | 1.68% | 1.95% | 1.87% | 4.60% | 2.81% |
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.
Volatility
TPLGX vs. GAIOX - Volatility Comparison
T. Rowe Price Institutional Large Cap Core Growth Fund (TPLGX) has a higher volatility of 4.67% compared to American Funds Growth and Income Portfolio (GAIOX) at 2.45%. 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.