TRBCX vs. DODGX
Compare and contrast key facts about T. Rowe Price Blue Chip Growth Fund (TRBCX) and Dodge & Cox Stock Fund Class I (DODGX).
TRBCX is managed by T. Rowe Price. It was launched on Jun 30, 1993. DODGX is managed by Dodge & Cox. It was launched on Jan 4, 1965.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TRBCX or DODGX.
Correlation
The correlation between TRBCX and DODGX is 0.80, 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
TRBCX vs. DODGX - Performance Comparison
Key characteristics
TRBCX:
2.23
DODGX:
0.88
TRBCX:
2.91
DODGX:
1.15
TRBCX:
1.41
DODGX:
1.19
TRBCX:
2.59
DODGX:
0.96
TRBCX:
11.93
DODGX:
5.62
TRBCX:
3.30%
DODGX:
1.99%
TRBCX:
17.63%
DODGX:
12.78%
TRBCX:
-54.56%
DODGX:
-63.25%
TRBCX:
-2.80%
DODGX:
-10.53%
Returns By Period
In the year-to-date period, TRBCX achieves a 37.66% return, which is significantly higher than DODGX's 9.24% return. Over the past 10 years, TRBCX has outperformed DODGX with an annualized return of 15.05%, while DODGX has yielded a comparatively lower 10.05% annualized return.
TRBCX
37.66%
2.41%
10.57%
37.99%
14.91%
15.05%
DODGX
9.24%
-8.50%
0.97%
10.10%
11.10%
10.05%
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TRBCX vs. DODGX - Expense Ratio Comparison
TRBCX has a 0.69% expense ratio, which is higher than DODGX's 0.51% expense ratio.
Risk-Adjusted Performance
TRBCX vs. DODGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Blue Chip Growth Fund (TRBCX) and Dodge & Cox Stock Fund Class I (DODGX). 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
TRBCX vs. DODGX - Dividend Comparison
TRBCX's dividend yield for the trailing twelve months is around 8.94%, more than DODGX's 1.19% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRBCX T. Rowe Price Blue Chip Growth Fund | 8.94% | 3.49% | 5.87% | 9.38% | 1.19% | 0.36% | 2.44% | 2.94% | 0.67% | 3.26% | 4.85% | 0.00% |
DODGX Dodge & Cox Stock Fund Class I | 1.19% | 1.45% | 1.43% | 1.25% | 1.74% | 1.88% | 1.68% | 1.53% | 1.64% | 1.51% | 3.17% | 1.25% |
Drawdowns
TRBCX vs. DODGX - Drawdown Comparison
The maximum TRBCX drawdown since its inception was -54.56%, smaller than the maximum DODGX drawdown of -63.25%. Use the drawdown chart below to compare losses from any high point for TRBCX and DODGX. For additional features, visit the drawdowns tool.
Volatility
TRBCX vs. DODGX - Volatility Comparison
The current volatility for T. Rowe Price Blue Chip Growth Fund (TRBCX) is 4.83%, while Dodge & Cox Stock Fund Class I (DODGX) has a volatility of 7.70%. This indicates that TRBCX experiences smaller price fluctuations and is considered to be less risky than DODGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.