TRBCX vs. DFQTX
Compare and contrast key facts about T. Rowe Price Blue Chip Growth Fund (TRBCX) and DFA US Core Equity 2 Portfolio I (DFQTX).
TRBCX is managed by T. Rowe Price. It was launched on Jun 30, 1993. DFQTX is managed by Dimensional.
Performance
TRBCX vs. DFQTX - Performance Comparison
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TRBCX vs. DFQTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TRBCX T. Rowe Price Blue Chip Growth Fund | -11.24% | 18.78% | 48.46% | 49.42% | -38.57% | 17.54% | 34.73% | 29.97% | 2.00% | 36.54% |
DFQTX DFA US Core Equity 2 Portfolio I | -1.39% | 15.99% | 20.27% | 21.88% | -14.21% | 28.46% | 15.72% | 29.41% | -9.65% | 18.26% |
Returns By Period
In the year-to-date period, TRBCX achieves a -11.24% return, which is significantly lower than DFQTX's -1.39% return. Over the past 10 years, TRBCX has outperformed DFQTX with an annualized return of 15.86%, while DFQTX has yielded a comparatively lower 12.92% annualized return.
TRBCX
- 1D
- 3.90%
- 1M
- -5.48%
- YTD
- -11.24%
- 6M
- -10.00%
- 1Y
- 15.04%
- 3Y*
- 26.18%
- 5Y*
- 10.52%
- 10Y*
- 15.86%
DFQTX
- 1D
- 2.74%
- 1M
- -5.00%
- YTD
- -1.39%
- 6M
- 0.96%
- 1Y
- 18.95%
- 3Y*
- 16.80%
- 5Y*
- 10.55%
- 10Y*
- 12.92%
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TRBCX vs. DFQTX - Expense Ratio Comparison
TRBCX has a 0.69% expense ratio, which is higher than DFQTX's 0.19% expense ratio.
Return for Risk
TRBCX vs. DFQTX — Risk / Return Rank
TRBCX
DFQTX
TRBCX vs. DFQTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Blue Chip Growth Fund (TRBCX) and DFA US Core Equity 2 Portfolio I (DFQTX). 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.
| TRBCX | DFQTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.69 | 1.08 | -0.39 |
Sortino ratioReturn per unit of downside risk | 1.14 | 1.63 | -0.49 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.25 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.76 | 1.35 | -0.59 |
Martin ratioReturn relative to average drawdown | 2.68 | 6.35 | -3.67 |
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
| TRBCX | DFQTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.69 | 1.08 | -0.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.62 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.71 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.48 | +0.09 |
Correlation
The correlation between TRBCX and DFQTX 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.
Dividends
TRBCX vs. DFQTX - Dividend Comparison
TRBCX's dividend yield for the trailing twelve months is around 5.91%, more than DFQTX's 1.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRBCX T. Rowe Price Blue Chip Growth Fund | 5.91% | 5.25% | 18.16% | 3.49% | 5.87% | 9.38% | 1.19% | 0.36% | 2.44% | 2.94% | 0.67% | 3.26% |
DFQTX DFA US Core Equity 2 Portfolio I | 1.09% | 1.06% | 1.15% | 1.74% | 4.43% | 4.74% | 1.29% | 3.50% | 2.84% | 1.97% | 1.80% | 3.78% |
Drawdowns
TRBCX vs. DFQTX - Drawdown Comparison
The maximum TRBCX drawdown since its inception was -54.56%, smaller than the maximum DFQTX drawdown of -59.35%. Use the drawdown chart below to compare losses from any high point for TRBCX and DFQTX.
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Drawdown Indicators
| TRBCX | DFQTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.56% | -59.35% | +4.79% |
Max Drawdown (1Y)Largest decline over 1 year | -17.01% | -12.73% | -4.28% |
Max Drawdown (5Y)Largest decline over 5 years | -43.63% | -22.64% | -20.99% |
Max Drawdown (10Y)Largest decline over 10 years | -43.63% | -37.21% | -6.42% |
Current DrawdownCurrent decline from peak | -13.77% | -5.96% | -7.81% |
Average DrawdownAverage peak-to-trough decline | -11.35% | -7.84% | -3.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.86% | 2.73% | +2.13% |
Volatility
TRBCX vs. DFQTX - Volatility Comparison
T. Rowe Price Blue Chip Growth Fund (TRBCX) has a higher volatility of 7.01% compared to DFA US Core Equity 2 Portfolio I (DFQTX) at 5.24%. This indicates that TRBCX's price experiences larger fluctuations and is considered to be riskier than DFQTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TRBCX | DFQTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.01% | 5.24% | +1.77% |
Volatility (6M)Calculated over the trailing 6-month period | 13.72% | 9.06% | +4.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.49% | 18.23% | +5.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.05% | 17.04% | +7.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.76% | 18.27% | +4.49% |