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 | -10.51% | 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 | -1.41% | 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 -10.51% return, which is significantly lower than DODGX's -1.41% return. Over the past 10 years, TRBCX has outperformed DODGX with an annualized return of 15.96%, while DODGX has yielded a comparatively lower 12.58% annualized return.
TRBCX
- 1D
- 0.81%
- 1M
- -4.06%
- YTD
- -10.51%
- 6M
- -9.42%
- 1Y
- 15.00%
- 3Y*
- 26.53%
- 5Y*
- 10.70%
- 10Y*
- 15.96%
DODGX
- 1D
- 0.25%
- 1M
- -3.79%
- YTD
- -1.41%
- 6M
- 0.98%
- 1Y
- 7.46%
- 3Y*
- 14.05%
- 5Y*
- 9.43%
- 10Y*
- 12.58%
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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 | 0.51 | +0.18 |
Sortino ratioReturn per unit of downside risk | 1.14 | 0.80 | +0.33 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.12 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.00 | 0.67 | +0.33 |
Martin ratioReturn relative to average drawdown | 3.47 | 2.79 | +0.68 |
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 | 0.51 | +0.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.59 | -0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.66 | +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 5.86%, less than DODGX's 9.86% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRBCX T. Rowe Price Blue Chip Growth Fund | 5.86% | 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 | 9.86% | 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% | -8.19% | -8.82% |
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 | -13.07% | -5.07% | -8.00% |
Average DrawdownAverage peak-to-trough decline | -11.35% | -7.53% | -3.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.93% | 2.96% | +1.97% |
Volatility
TRBCX vs. DODGX - Volatility Comparison
T. Rowe Price Blue Chip Growth Fund (TRBCX) has a higher volatility of 7.08% 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.
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Volatility by Period
| TRBCX | DODGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.08% | 4.10% | +2.98% |
Volatility (6M)Calculated over the trailing 6-month period | 13.73% | 8.72% | +5.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.50% | 16.32% | +7.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.04% | 16.04% | +8.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.75% | 19.25% | +3.50% |