TRBCX vs. WSMDX
Compare and contrast key facts about T. Rowe Price Blue Chip Growth Fund (TRBCX) and William Blair Small-Mid Cap Growth Fund (WSMDX).
TRBCX is managed by T. Rowe Price. It was launched on Jun 30, 1993. WSMDX is managed by William Blair. It was launched on Dec 29, 2003.
Performance
TRBCX vs. WSMDX - Performance Comparison
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TRBCX vs. WSMDX - 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% |
WSMDX William Blair Small-Mid Cap Growth Fund | -2.08% | 0.63% | 27.55% | 18.14% | -22.98% | 8.28% | 32.38% | 30.81% | -2.18% | 28.85% |
Returns By Period
In the year-to-date period, TRBCX achieves a -11.24% return, which is significantly lower than WSMDX's -2.08% return. Over the past 10 years, TRBCX has outperformed WSMDX with an annualized return of 15.86%, while WSMDX has yielded a comparatively lower 11.40% 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%
WSMDX
- 1D
- 3.91%
- 1M
- -5.85%
- YTD
- -2.08%
- 6M
- -0.51%
- 1Y
- 11.10%
- 3Y*
- 12.10%
- 5Y*
- 3.13%
- 10Y*
- 11.40%
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TRBCX vs. WSMDX - Expense Ratio Comparison
TRBCX has a 0.69% expense ratio, which is lower than WSMDX's 1.10% expense ratio.
Return for Risk
TRBCX vs. WSMDX — Risk / Return Rank
TRBCX
WSMDX
TRBCX vs. WSMDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Blue Chip Growth Fund (TRBCX) and William Blair Small-Mid Cap Growth Fund (WSMDX). 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 | WSMDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.69 | 0.51 | +0.18 |
Sortino ratioReturn per unit of downside risk | 1.14 | 0.88 | +0.26 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.11 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.76 | 0.66 | +0.11 |
Martin ratioReturn relative to average drawdown | 2.68 | 2.34 | +0.33 |
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 | WSMDX | 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 | 0.44 | 0.14 | +0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.52 | +0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.51 | +0.06 |
Correlation
The correlation between TRBCX and WSMDX is 0.85, 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. WSMDX - Dividend Comparison
TRBCX's dividend yield for the trailing twelve months is around 5.91%, more than WSMDX's 2.87% 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% |
WSMDX William Blair Small-Mid Cap Growth Fund | 2.87% | 2.81% | 24.90% | 7.89% | 3.34% | 9.30% | 1.66% | 7.13% | 8.88% | 5.33% | 2.64% | 5.31% |
Drawdowns
TRBCX vs. WSMDX - Drawdown Comparison
The maximum TRBCX drawdown since its inception was -54.56%, which is greater than WSMDX's maximum drawdown of -50.33%. Use the drawdown chart below to compare losses from any high point for TRBCX and WSMDX.
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Drawdown Indicators
| TRBCX | WSMDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.56% | -50.33% | -4.23% |
Max Drawdown (1Y)Largest decline over 1 year | -17.01% | -13.20% | -3.81% |
Max Drawdown (5Y)Largest decline over 5 years | -43.63% | -36.89% | -6.74% |
Max Drawdown (10Y)Largest decline over 10 years | -43.63% | -36.89% | -6.74% |
Current DrawdownCurrent decline from peak | -13.77% | -8.05% | -5.72% |
Average DrawdownAverage peak-to-trough decline | -11.35% | -8.51% | -2.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.86% | 3.69% | +1.17% |
Volatility
TRBCX vs. WSMDX - Volatility Comparison
The current volatility for T. Rowe Price Blue Chip Growth Fund (TRBCX) is 7.01%, while William Blair Small-Mid Cap Growth Fund (WSMDX) has a volatility of 8.07%. This indicates that TRBCX experiences smaller price fluctuations and is considered to be less risky than WSMDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TRBCX | WSMDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.01% | 8.07% | -1.06% |
Volatility (6M)Calculated over the trailing 6-month period | 13.72% | 14.09% | -0.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.49% | 22.27% | +1.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.05% | 23.00% | +1.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.76% | 21.84% | +0.92% |