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.
Performance
TRBCX vs. DODGX - Performance Comparison
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TRBCX vs. DODGX - 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% |
DODGX Dodge & Cox Stock Fund Class I | -1.65% | 13.66% | 14.36% | 17.49% | -7.25% | 31.72% | 7.10% | 24.30% | -7.15% | 18.33% |
Returns By Period
In the year-to-date period, TRBCX achieves a -11.24% return, which is significantly lower than DODGX's -1.65% return. Over the past 10 years, TRBCX has outperformed DODGX with an annualized return of 15.86%, while DODGX has yielded a comparatively lower 12.55% 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%
DODGX
- 1D
- 2.09%
- 1M
- -5.31%
- YTD
- -1.65%
- 6M
- 0.63%
- 1Y
- 8.01%
- 3Y*
- 13.95%
- 5Y*
- 9.38%
- 10Y*
- 12.55%
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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.
Return for Risk
TRBCX vs. DODGX — Risk / Return Rank
TRBCX
DODGX
TRBCX vs. DODGX - Risk-Adjusted Trends 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.
| TRBCX | DODGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.69 | 0.49 | +0.20 |
Sortino ratioReturn per unit of downside risk | 1.14 | 0.78 | +0.36 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.11 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.76 | 0.60 | +0.16 |
Martin ratioReturn relative to average drawdown | 2.68 | 2.50 | +0.18 |
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 | DODGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.69 | 0.49 | +0.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.59 | -0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.65 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.62 | -0.05 |
Correlation
The correlation between TRBCX and DODGX is 0.79, 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. DODGX - Dividend Comparison
TRBCX's dividend yield for the trailing twelve months is around 5.91%, less than DODGX's 9.89% 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% |
DODGX Dodge & Cox Stock Fund Class I | 9.89% | 9.86% | 8.20% | 3.76% | 5.47% | 3.22% | 6.74% | 10.23% | 9.69% | 6.78% | 6.26% | 5.36% |
Drawdowns
TRBCX vs. DODGX - Drawdown Comparison
The maximum TRBCX drawdown since its inception was -54.56%, smaller than the maximum DODGX drawdown of -63.24%. Use the drawdown chart below to compare losses from any high point for TRBCX and DODGX.
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Drawdown Indicators
| TRBCX | DODGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.56% | -63.24% | +8.68% |
Max Drawdown (1Y)Largest decline over 1 year | -17.01% | -12.23% | -4.78% |
Max Drawdown (5Y)Largest decline over 5 years | -43.63% | -21.85% | -21.78% |
Max Drawdown (10Y)Largest decline over 10 years | -43.63% | -40.41% | -3.22% |
Current DrawdownCurrent decline from peak | -13.77% | -5.31% | -8.46% |
Average DrawdownAverage peak-to-trough decline | -11.35% | -7.53% | -3.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.86% | 2.94% | +1.92% |
Volatility
TRBCX vs. DODGX - Volatility Comparison
T. Rowe Price Blue Chip Growth Fund (TRBCX) has a higher volatility of 7.01% compared to Dodge & Cox Stock Fund Class I (DODGX) at 4.23%. 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.
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Volatility by Period
| TRBCX | DODGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.01% | 4.23% | +2.78% |
Volatility (6M)Calculated over the trailing 6-month period | 13.72% | 8.72% | +5.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.49% | 16.33% | +7.16% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.05% | 16.05% | +8.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.76% | 19.25% | +3.51% |