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 0.89, 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:
0.52
DODGX:
0.04
TRBCX:
0.89
DODGX:
0.18
TRBCX:
1.12
DODGX:
1.03
TRBCX:
0.58
DODGX:
0.04
TRBCX:
2.03
DODGX:
0.14
TRBCX:
6.51%
DODGX:
5.52%
TRBCX:
25.39%
DODGX:
17.84%
TRBCX:
-54.56%
DODGX:
-67.34%
TRBCX:
-13.65%
DODGX:
-12.82%
Returns By Period
In the year-to-date period, TRBCX achieves a -9.28% return, which is significantly lower than DODGX's -2.64% return. Over the past 10 years, TRBCX has outperformed DODGX with an annualized return of 12.92%, while DODGX has yielded a comparatively lower 4.86% annualized return.
TRBCX
-9.28%
-5.33%
-5.74%
11.51%
13.09%
12.92%
DODGX
-2.64%
-7.46%
-9.12%
0.20%
12.88%
4.86%
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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 Rank
TRBCX
DODGX
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 10.01%, more than DODGX's 6.38% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRBCX T. Rowe Price Blue Chip Growth Fund | 10.01% | 9.08% | 3.49% | 5.87% | 9.38% | 1.19% | 0.36% | 2.44% | 2.94% | 0.67% | 3.26% | 4.85% |
DODGX Dodge & Cox Stock Fund Class I | 6.38% | 8.20% | 3.76% | 5.47% | 3.22% | 6.86% | 10.23% | 9.69% | 6.78% | 6.26% | 5.36% | 3.17% |
Drawdowns
TRBCX vs. DODGX - Drawdown Comparison
The maximum TRBCX drawdown since its inception was -54.56%, smaller than the maximum DODGX drawdown of -67.34%. 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
T. Rowe Price Blue Chip Growth Fund (TRBCX) has a higher volatility of 17.00% compared to Dodge & Cox Stock Fund Class I (DODGX) at 12.30%. This indicates that TRBCX's price experiences larger fluctuations and is considered to be riskier than DODGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.