TRBCX vs. VTSMX
Compare and contrast key facts about T. Rowe Price Blue Chip Growth Fund (TRBCX) and Vanguard Total Stock Market Index Fund Investor Shares (VTSMX).
TRBCX is managed by T. Rowe Price. It was launched on Jun 30, 1993. VTSMX is managed by Vanguard.
Performance
TRBCX vs. VTSMX - Performance Comparison
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TRBCX vs. VTSMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TRBCX T. Rowe Price Blue Chip Growth Fund | -14.57% | 18.78% | 48.46% | 49.42% | -38.57% | 17.54% | 34.73% | 29.97% | 2.00% | 36.54% |
VTSMX Vanguard Total Stock Market Index Fund Investor Shares | -6.76% | 16.63% | 22.76% | 26.38% | -19.60% | 25.59% | 20.87% | 30.63% | -5.27% | 21.05% |
Returns By Period
In the year-to-date period, TRBCX achieves a -14.57% return, which is significantly lower than VTSMX's -6.76% return. Over the past 10 years, TRBCX has outperformed VTSMX with an annualized return of 15.42%, while VTSMX has yielded a comparatively lower 13.09% annualized return.
TRBCX
- 1D
- -0.35%
- 1M
- -8.85%
- YTD
- -14.57%
- 6M
- -12.81%
- 1Y
- 11.69%
- 3Y*
- 24.58%
- 5Y*
- 10.10%
- 10Y*
- 15.42%
VTSMX
- 1D
- -0.47%
- 1M
- -7.71%
- YTD
- -6.76%
- 6M
- -4.51%
- 1Y
- 14.67%
- 3Y*
- 16.35%
- 5Y*
- 9.87%
- 10Y*
- 13.09%
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TRBCX vs. VTSMX - Expense Ratio Comparison
TRBCX has a 0.69% expense ratio, which is higher than VTSMX's 0.14% expense ratio.
Return for Risk
TRBCX vs. VTSMX — Risk / Return Rank
TRBCX
VTSMX
TRBCX vs. VTSMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Blue Chip Growth Fund (TRBCX) and Vanguard Total Stock Market Index Fund Investor Shares (VTSMX). 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 | VTSMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.51 | 0.83 | -0.32 |
Sortino ratioReturn per unit of downside risk | 0.89 | 1.29 | -0.39 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.19 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.49 | 1.04 | -0.55 |
Martin ratioReturn relative to average drawdown | 1.72 | 5.04 | -3.32 |
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 | VTSMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.51 | 0.83 | -0.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 0.57 | -0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.71 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.56 | +0.01 |
Correlation
The correlation between TRBCX and VTSMX is 0.94, 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. VTSMX - Dividend Comparison
TRBCX's dividend yield for the trailing twelve months is around 6.14%, more than VTSMX's 1.12% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRBCX T. Rowe Price Blue Chip Growth Fund | 6.14% | 5.25% | 18.16% | 3.49% | 5.87% | 9.38% | 1.19% | 0.36% | 2.44% | 2.94% | 0.67% | 3.26% |
VTSMX Vanguard Total Stock Market Index Fund Investor Shares | 1.12% | 0.75% | 0.89% | 1.33% | 1.54% | 1.11% | 1.33% | 1.67% | 1.92% | 1.61% | 1.83% | 1.86% |
Drawdowns
TRBCX vs. VTSMX - Drawdown Comparison
The maximum TRBCX drawdown since its inception was -54.56%, roughly equal to the maximum VTSMX drawdown of -55.38%. Use the drawdown chart below to compare losses from any high point for TRBCX and VTSMX.
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Drawdown Indicators
| TRBCX | VTSMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.56% | -55.38% | +0.82% |
Max Drawdown (1Y)Largest decline over 1 year | -17.01% | -12.41% | -4.60% |
Max Drawdown (5Y)Largest decline over 5 years | -43.63% | -25.43% | -18.20% |
Max Drawdown (10Y)Largest decline over 10 years | -43.63% | -34.98% | -8.65% |
Current DrawdownCurrent decline from peak | -17.01% | -8.93% | -8.08% |
Average DrawdownAverage peak-to-trough decline | -11.35% | -8.94% | -2.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.86% | 2.56% | +2.30% |
Volatility
TRBCX vs. VTSMX - Volatility Comparison
T. Rowe Price Blue Chip Growth Fund (TRBCX) has a higher volatility of 5.58% compared to Vanguard Total Stock Market Index Fund Investor Shares (VTSMX) at 4.39%. This indicates that TRBCX's price experiences larger fluctuations and is considered to be riskier than VTSMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TRBCX | VTSMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.58% | 4.39% | +1.19% |
Volatility (6M)Calculated over the trailing 6-month period | 13.15% | 9.33% | +3.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.22% | 18.42% | +4.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.00% | 17.33% | +6.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.73% | 18.37% | +4.36% |