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 0.79, 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.
Performance
TRBCX vs. DODGX - Performance Comparison
Key characteristics
TRBCX:
0.21
DODGX:
0.03
TRBCX:
0.40
DODGX:
0.13
TRBCX:
1.05
DODGX:
1.02
TRBCX:
0.25
DODGX:
0.04
TRBCX:
0.85
DODGX:
0.11
TRBCX:
5.05%
DODGX:
4.22%
TRBCX:
20.61%
DODGX:
14.24%
TRBCX:
-54.56%
DODGX:
-67.34%
TRBCX:
-17.11%
DODGX:
-11.78%
Returns By Period
In the year-to-date period, TRBCX achieves a -12.91% return, which is significantly lower than DODGX's -1.48% return. Over the past 10 years, TRBCX has outperformed DODGX with an annualized return of 12.68%, while DODGX has yielded a comparatively lower 5.19% annualized return.
TRBCX
-12.91%
-9.23%
-6.79%
3.95%
15.88%
12.68%
DODGX
-1.48%
-5.35%
-6.11%
0.20%
16.15%
5.19%
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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 10.42%, more than DODGX's 1.54% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRBCX T. Rowe Price Blue Chip Growth Fund | 10.42% | 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 | 1.54% | 1.49% | 1.45% | 1.43% | 1.25% | 1.74% | 1.88% | 1.68% | 1.53% | 1.64% | 1.51% | 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 10.02% compared to Dodge & Cox Stock Fund Class I (DODGX) at 6.23%. 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.