TQAIX vs. TBCIX
Compare and contrast key facts about T. Rowe Price Integrated US Small-Cap Growth Equity Fund Class I (TQAIX) and T. Rowe Price Blue Chip Growth Fund I Class (TBCIX).
TQAIX is an actively managed fund by T. Rowe Price. It was launched on Apr 25, 2016. TBCIX is managed by T. Rowe Price.
Performance
TQAIX vs. TBCIX - Performance Comparison
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TQAIX vs. TBCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TQAIX T. Rowe Price Integrated US Small-Cap Growth Equity Fund Class I | -4.60% | 17.53% | 13.10% | 21.34% | -22.38% | 11.32% | 24.01% | 32.92% | -6.77% | 22.26% |
TBCIX T. Rowe Price Blue Chip Growth Fund I Class | -14.54% | 18.94% | 48.73% | 49.61% | -38.48% | 18.30% | 34.90% | 30.30% | 2.13% | 36.68% |
Returns By Period
In the year-to-date period, TQAIX achieves a -4.60% return, which is significantly higher than TBCIX's -14.54% return. Over the past 10 years, TQAIX has underperformed TBCIX with an annualized return of 10.96%, while TBCIX has yielded a comparatively higher 15.65% annualized return.
TQAIX
- 1D
- -2.20%
- 1M
- -10.24%
- YTD
- -4.60%
- 6M
- 3.03%
- 1Y
- 21.97%
- 3Y*
- 12.81%
- 5Y*
- 4.99%
- 10Y*
- 10.96%
TBCIX
- 1D
- -0.35%
- 1M
- -8.84%
- YTD
- -14.54%
- 6M
- -12.75%
- 1Y
- 11.84%
- 3Y*
- 24.77%
- 5Y*
- 10.38%
- 10Y*
- 15.65%
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TQAIX vs. TBCIX - Expense Ratio Comparison
TQAIX has a 0.65% expense ratio, which is higher than TBCIX's 0.56% expense ratio.
Return for Risk
TQAIX vs. TBCIX — Risk / Return Rank
TQAIX
TBCIX
TQAIX vs. TBCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Integrated US Small-Cap Growth Equity Fund Class I (TQAIX) and T. Rowe Price Blue Chip Growth Fund I Class (TBCIX). 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.
| TQAIX | TBCIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.93 | 0.54 | +0.40 |
Sortino ratioReturn per unit of downside risk | 1.48 | 0.94 | +0.54 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.13 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.45 | 0.50 | +0.95 |
Martin ratioReturn relative to average drawdown | 5.59 | 1.75 | +3.84 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| TQAIX | TBCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.93 | 0.54 | +0.40 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.23 | 0.44 | -0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.69 | -0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.66 | -0.13 |
Correlation
The correlation between TQAIX and TBCIX 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.
Dividends
TQAIX vs. TBCIX - Dividend Comparison
TQAIX's dividend yield for the trailing twelve months is around 13.15%, more than TBCIX's 6.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
TQAIX T. Rowe Price Integrated US Small-Cap Growth Equity Fund Class I | 13.15% | 12.54% | 8.01% | 2.41% | 3.70% | 13.89% | 3.01% | 4.11% | 4.68% | 0.21% | 0.02% |
TBCIX T. Rowe Price Blue Chip Growth Fund I Class | 6.09% | 5.20% | 18.28% | 3.47% | 5.84% | 10.03% | 1.18% | 0.59% | 2.50% | 3.05% | 0.81% |
Drawdowns
TQAIX vs. TBCIX - Drawdown Comparison
The maximum TQAIX drawdown since its inception was -37.58%, smaller than the maximum TBCIX drawdown of -43.26%. Use the drawdown chart below to compare losses from any high point for TQAIX and TBCIX.
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Drawdown Indicators
| TQAIX | TBCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.58% | -43.26% | +5.68% |
Max Drawdown (1Y)Largest decline over 1 year | -13.20% | -16.96% | +3.76% |
Max Drawdown (5Y)Largest decline over 5 years | -33.12% | -43.26% | +10.14% |
Max Drawdown (10Y)Largest decline over 10 years | -37.58% | -43.26% | +5.68% |
Current DrawdownCurrent decline from peak | -12.07% | -16.96% | +4.89% |
Average DrawdownAverage peak-to-trough decline | -7.65% | -8.15% | +0.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.42% | 4.87% | -1.45% |
Volatility
TQAIX vs. TBCIX - Volatility Comparison
T. Rowe Price Integrated US Small-Cap Growth Equity Fund Class I (TQAIX) has a higher volatility of 7.46% compared to T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) at 5.58%. This indicates that TQAIX's price experiences larger fluctuations and is considered to be riskier than TBCIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TQAIX | TBCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.46% | 5.58% | +1.88% |
Volatility (6M)Calculated over the trailing 6-month period | 15.16% | 11.76% | +3.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.24% | 22.49% | +0.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.34% | 23.88% | -2.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.46% | 22.69% | -1.23% |