TRBCX vs. TBCIX
TRBCX (T. Rowe Price Blue Chip Growth Fund) and TBCIX (T. Rowe Price Blue Chip Growth Fund I Class) are both Large Cap Growth Equities funds from T. Rowe Price. Both are actively managed. Over the past 10 years, TRBCX returned 16.56%/yr vs 16.79%/yr for TBCIX. Their 0.99 correlation means they have historically moved very closely together. TRBCX charges 0.69%/yr vs 0.56%/yr for TBCIX.
Performance
TRBCX vs. TBCIX - Performance Comparison
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Returns By Period
The year-to-date returns for both investments are quite close, with TRBCX having a -1.84% return and TBCIX slightly higher at -1.76%. Both investments have delivered pretty close results over the past 10 years, with TRBCX having a 16.56% annualized return and TBCIX not far ahead at 16.79%.
TRBCX
- 1D
- 1.54%
- 1M
- -0.95%
- 6M
- -0.12%
- YTD
- -1.84%
- 1Y
- 6.79%
- 3Y*
- 23.00%
- 5Y*
- 10.10%
- 10Y*
- 16.56%
- ALL TIME*
- 12.01%
TBCIX
- 1D
- 1.54%
- 1M
- -0.93%
- 6M
- -0.05%
- YTD
- -1.76%
- 1Y
- 6.93%
- 3Y*
- 23.19%
- 5Y*
- 10.38%
- 10Y*
- 16.79%
- ALL TIME*
- 16.02%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
TRBCX vs. TBCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TRBCX T. Rowe Price Blue Chip Growth Fund | -1.84% | 18.78% | 48.46% | 49.42% | -38.57% | 17.54% | 34.73% | 29.97% | 2.00% | 36.54% |
TBCIX T. Rowe Price Blue Chip Growth Fund I Class | -1.76% | 18.94% | 48.73% | 49.61% | -38.48% | 18.30% | 34.90% | 30.30% | 2.13% | 36.68% |
Correlation
The correlation between TRBCX and TBCIX is 0.97 - they have historically moved very closely together. At this level, their price movements offset little of one another.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.97 |
Correlation (3Y) Balances recent behavior with more history. | 0.99 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.99 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.99 |
Correlation (All Time) Calculated using the full available price history since Jan 4, 2016 | 0.99 |
The correlation between TRBCX and TBCIX has been stable across timeframes, ranging from 0.97 to 0.99 - a consistent structural relationship.
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Return for Risk
TRBCX vs. TBCIX — Risk / Return Rank
TRBCX
TBCIX
TRBCX vs. TBCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Blue Chip Growth Fund (TRBCX) and T. Rowe Price Blue Chip Growth Fund I Class (TBCIX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| TRBCX | TBCIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.02 | ||
| Sortino ratioReturn per unit of downside risk | -0.03 | ||
| Omega ratioGain probability vs. loss probability | 1.05 | 1.06 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 0.26 | 0.27 | -0.01 |
| Martin ratioReturn relative to average drawdown | 0.78 | 0.80 | -0.03 |
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Drawdowns
TRBCX vs. TBCIX - Drawdown Comparison
The maximum TRBCX drawdown since its inception was -54.56%, which is greater than TBCIX's maximum drawdown of -43.26%. Use the drawdown chart below to compare losses from any high point for TRBCX and TBCIX.
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Drawdown Indicators
| TRBCX | TBCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.56% | -43.26% | -11.30% |
Max Drawdown (1Y)Largest decline over 1 year | -17.01% | -16.96% | -0.05% |
Max Drawdown (3Y)Largest decline over 3 years | -23.08% | -23.06% | -0.02% |
Max Drawdown (5Y)Largest decline over 5 years | -43.63% | -43.26% | -0.37% |
Max Drawdown (10Y)Largest decline over 10 years | -43.63% | -43.26% | -0.37% |
Current DrawdownCurrent decline from peak | -7.58% | -7.56% | -0.02% |
Average DrawdownAverage peak-to-trough decline | -11.28% | -8.04% | -3.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.67% | 5.66% | +0.01% |
Volatility
TRBCX vs. TBCIX - Volatility Comparison
T. Rowe Price Blue Chip Growth Fund (TRBCX) and T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) have volatilities of 6.15% and 6.15%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TRBCX | TBCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.15% | 6.15% | 0.00% |
Volatility (6M)Calculated over the trailing 6-month period | 15.49% | 14.37% | +1.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.64% | 17.73% | +0.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.27% | 24.16% | +0.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.89% | 22.85% | +0.04% |
TRBCX vs. TBCIX - Expense Ratio Comparison
TRBCX has a 0.69% expense ratio, which is higher than TBCIX's 0.56% expense ratio.
Dividends
TRBCX vs. TBCIX - Dividend Comparison
TRBCX's dividend yield for the trailing twelve months is around 5.34%, which matches TBCIX's 5.30% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TBCIX T. Rowe Price Blue Chip Growth Fund I Class | 5.30% | 5.20% | 18.28% | 3.47% | 5.84% | 10.03% | 1.18% | 0.59% | 2.50% | 3.05% | 0.81% | 0.00% |
TRBCX T. Rowe Price Blue Chip Growth Fund | 5.34% | 5.25% | 18.16% | 3.49% | 5.87% | 9.38% | 1.19% | 0.36% | 2.44% | 2.94% | 0.67% | 3.26% |
Frequently Asked Questions
With a correlation of 0.97, TRBCX and TBCIX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
TBCIX has higher volatility (6.15%) compared to TRBCX (6.15%). In terms of maximum drawdown, TRBCX dropped -54.56% vs TBCIX's -43.26%.
TBCIX currently has the higher Sharpe Ratio (0.26 vs 0.24), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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