TQSMX vs. TBCIX
Compare and contrast key facts about T. Rowe Price Integrated US Small-Mid Cap Equity Fund (TQSMX) and T. Rowe Price Blue Chip Growth Fund I Class (TBCIX).
TQSMX is an actively managed fund by T. Rowe Price. It was launched on Feb 26, 2016. TBCIX is managed by T. Rowe Price.
Performance
TQSMX vs. TBCIX - Performance Comparison
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TQSMX vs. TBCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TQSMX T. Rowe Price Integrated US Small-Mid Cap Equity Fund | 1.27% | 13.55% | 16.34% | 21.72% | -13.07% | 21.85% | 11.68% | 30.19% | -10.91% | 15.44% |
TBCIX T. Rowe Price Blue Chip Growth Fund I Class | -11.20% | 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, TQSMX achieves a 1.27% return, which is significantly higher than TBCIX's -11.20% return. Over the past 10 years, TQSMX has underperformed TBCIX with an annualized return of 11.58%, while TBCIX has yielded a comparatively higher 16.10% annualized return.
TQSMX
- 1D
- 3.48%
- 1M
- -6.58%
- YTD
- 1.27%
- 6M
- 4.09%
- 1Y
- 21.32%
- 3Y*
- 16.21%
- 5Y*
- 9.16%
- 10Y*
- 11.58%
TBCIX
- 1D
- 3.90%
- 1M
- -5.46%
- YTD
- -11.20%
- 6M
- -9.94%
- 1Y
- 15.19%
- 3Y*
- 26.37%
- 5Y*
- 10.79%
- 10Y*
- 16.10%
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TQSMX vs. TBCIX - Expense Ratio Comparison
TQSMX has a 0.87% expense ratio, which is higher than TBCIX's 0.56% expense ratio.
Return for Risk
TQSMX vs. TBCIX — Risk / Return Rank
TQSMX
TBCIX
TQSMX vs. TBCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Integrated US Small-Mid Cap Equity Fund (TQSMX) 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.
| TQSMX | TBCIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.03 | 0.72 | +0.31 |
Sortino ratioReturn per unit of downside risk | 1.55 | 1.21 | +0.35 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.17 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.52 | 0.78 | +0.75 |
Martin ratioReturn relative to average drawdown | 6.47 | 2.71 | +3.77 |
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
| TQSMX | TBCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.03 | 0.72 | +0.31 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | 0.45 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.71 | -0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.68 | -0.07 |
Correlation
The correlation between TQSMX 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
TQSMX vs. TBCIX - Dividend Comparison
TQSMX's dividend yield for the trailing twelve months is around 1.85%, less than TBCIX's 5.86% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
TQSMX T. Rowe Price Integrated US Small-Mid Cap Equity Fund | 1.85% | 1.87% | 6.48% | 3.39% | 6.06% | 1.40% | 0.81% | 1.18% | 2.12% | 0.35% | 0.00% |
TBCIX T. Rowe Price Blue Chip Growth Fund I Class | 5.86% | 5.20% | 18.28% | 3.47% | 5.84% | 10.03% | 1.18% | 0.59% | 2.50% | 3.05% | 0.81% |
Drawdowns
TQSMX vs. TBCIX - Drawdown Comparison
The maximum TQSMX drawdown since its inception was -40.66%, smaller than the maximum TBCIX drawdown of -43.26%. Use the drawdown chart below to compare losses from any high point for TQSMX and TBCIX.
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Drawdown Indicators
| TQSMX | TBCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.66% | -43.26% | +2.60% |
Max Drawdown (1Y)Largest decline over 1 year | -14.08% | -16.96% | +2.88% |
Max Drawdown (5Y)Largest decline over 5 years | -23.82% | -43.26% | +19.44% |
Max Drawdown (10Y)Largest decline over 10 years | -40.66% | -43.26% | +2.60% |
Current DrawdownCurrent decline from peak | -7.26% | -13.72% | +6.46% |
Average DrawdownAverage peak-to-trough decline | -5.23% | -8.15% | +2.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.31% | 4.86% | -1.55% |
Volatility
TQSMX vs. TBCIX - Volatility Comparison
T. Rowe Price Integrated US Small-Mid Cap Equity Fund (TQSMX) has a higher volatility of 7.47% compared to T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) at 7.01%. This indicates that TQSMX'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
| TQSMX | TBCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.47% | 7.01% | +0.46% |
Volatility (6M)Calculated over the trailing 6-month period | 12.34% | 12.40% | -0.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.12% | 22.77% | -1.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.44% | 23.94% | -4.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.28% | 22.73% | -2.45% |