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.
Key characteristics
| TRBCX | DODGX | |
|---|---|---|
| YTD Return | 36.31% | 20.86% |
| 1Y Return | 42.56% | 31.21% |
| 3Y Return (Ann) | 6.31% | 9.37% |
| 5Y Return (Ann) | 15.71% | 14.19% |
| 10Y Return (Ann) | 14.96% | 11.47% |
| Sharpe Ratio | 2.49 | 3.08 |
| Sortino Ratio | 3.24 | 4.27 |
| Omega Ratio | 1.46 | 1.58 |
| Calmar Ratio | 2.66 | 6.32 |
| Martin Ratio | 13.64 | 23.49 |
| Ulcer Index | 3.30% | 1.43% |
| Daily Std Dev | 18.05% | 10.90% |
| Max Drawdown | -54.56% | -63.25% |
| Current Drawdown | -0.11% | -0.83% |
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
In the year-to-date period, TRBCX achieves a 36.31% return, which is significantly higher than DODGX's 20.86% return. Over the past 10 years, TRBCX has outperformed DODGX with an annualized return of 14.96%, while DODGX has yielded a comparatively lower 11.47% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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 2.56%, more than DODGX's 1.39% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRBCX T. Rowe Price Blue Chip Growth Fund | 2.56% | 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 | 1.39% | 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
T. Rowe Price Blue Chip Growth Fund (TRBCX) has a higher volatility of 4.68% compared to Dodge & Cox Stock Fund Class I (DODGX) at 4.10%. 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.