TQSIX vs. TBCIX
Compare and contrast key facts about T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund (TQSIX) and T. Rowe Price Blue Chip Growth Fund I Class (TBCIX).
TQSIX is managed by T. Rowe Price. It was launched on Feb 26, 2016. TBCIX is managed by T. Rowe Price.
Performance
TQSIX vs. TBCIX - Performance Comparison
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TQSIX vs. TBCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TQSIX T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund | -2.09% | 12.94% | 16.54% | 21.99% | -12.97% | 22.12% | 11.92% | 30.43% | -10.78% | 15.52% |
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, TQSIX achieves a -2.09% return, which is significantly higher than TBCIX's -14.54% return. Over the past 10 years, TQSIX has underperformed TBCIX with an annualized return of 11.39%, while TBCIX has yielded a comparatively higher 15.65% annualized return.
TQSIX
- 1D
- -1.55%
- 1M
- -9.20%
- YTD
- -2.09%
- 6M
- -0.11%
- 1Y
- 16.91%
- 3Y*
- 14.84%
- 5Y*
- 8.79%
- 10Y*
- 11.39%
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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TQSIX vs. TBCIX - Expense Ratio Comparison
TQSIX has a 0.68% expense ratio, which is higher than TBCIX's 0.56% expense ratio.
Return for Risk
TQSIX vs. TBCIX — Risk / Return Rank
TQSIX
TBCIX
TQSIX vs. TBCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund (TQSIX) 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.
| TQSIX | TBCIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.80 | 0.54 | +0.27 |
Sortino ratioReturn per unit of downside risk | 1.25 | 0.94 | +0.31 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.13 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.04 | 0.50 | +0.54 |
Martin ratioReturn relative to average drawdown | 4.44 | 1.75 | +2.69 |
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
| TQSIX | TBCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.80 | 0.54 | +0.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.44 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.69 | -0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.66 | -0.06 |
Correlation
The correlation between TQSIX and TBCIX is 0.71, 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
TQSIX vs. TBCIX - Dividend Comparison
TQSIX's dividend yield for the trailing twelve months is around 1.35%, less than TBCIX's 6.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
TQSIX T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund | 1.35% | 1.32% | 6.61% | 3.55% | 6.35% | 1.58% | 0.81% | 1.24% | 2.28% | 0.42% | 0.88% |
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
TQSIX vs. TBCIX - Drawdown Comparison
The maximum TQSIX drawdown since its inception was -40.65%, smaller than the maximum TBCIX drawdown of -43.26%. Use the drawdown chart below to compare losses from any high point for TQSIX and TBCIX.
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Drawdown Indicators
| TQSIX | TBCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.65% | -43.26% | +2.61% |
Max Drawdown (1Y)Largest decline over 1 year | -14.06% | -16.96% | +2.90% |
Max Drawdown (5Y)Largest decline over 5 years | -23.76% | -43.26% | +19.50% |
Max Drawdown (10Y)Largest decline over 10 years | -40.65% | -43.26% | +2.61% |
Current DrawdownCurrent decline from peak | -10.41% | -16.96% | +6.55% |
Average DrawdownAverage peak-to-trough decline | -5.17% | -8.15% | +2.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.29% | 4.87% | -1.58% |
Volatility
TQSIX vs. TBCIX - Volatility Comparison
T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund (TQSIX) has a higher volatility of 6.46% compared to T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) at 5.58%. This indicates that TQSIX'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
| TQSIX | TBCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.46% | 5.58% | +0.88% |
Volatility (6M)Calculated over the trailing 6-month period | 11.91% | 11.76% | +0.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.88% | 22.49% | -1.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.37% | 23.88% | -4.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.23% | 22.69% | -2.46% |