TRGOX vs. TRLGX
Compare and contrast key facts about T. Rowe Price Large-Cap Growth Fund Investor Class (TRGOX) and T. Rowe Price Large-Cap Growth Fund (TRLGX).
TRGOX is managed by T. Rowe Price. It was launched on May 1, 2020. TRLGX is managed by T. Rowe Price. It was launched on Oct 31, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TRGOX or TRLGX.
Key characteristics
| TRGOX | TRLGX | |
|---|---|---|
| YTD Return | 31.73% | 31.91% |
| 1Y Return | 40.42% | 40.65% |
| 3Y Return (Ann) | 4.28% | 4.39% |
| Sharpe Ratio | 2.48 | 2.50 |
| Sortino Ratio | 3.28 | 3.30 |
| Omega Ratio | 1.45 | 1.45 |
| Calmar Ratio | 1.70 | 1.72 |
| Martin Ratio | 15.06 | 15.19 |
| Ulcer Index | 2.61% | 2.60% |
| Daily Std Dev | 15.83% | 15.82% |
| Max Drawdown | -44.00% | -56.16% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between TRGOX and TRLGX is 1.00, 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
TRGOX vs. TRLGX - Performance Comparison
The year-to-date returns for both investments are quite close, with TRGOX having a 31.73% return and TRLGX slightly higher at 31.91%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
TRGOX vs. TRLGX - Expense Ratio Comparison
TRGOX has a 0.70% expense ratio, which is higher than TRLGX's 0.55% expense ratio.
Risk-Adjusted Performance
TRGOX vs. TRLGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Large-Cap Growth Fund Investor Class (TRGOX) and T. Rowe Price Large-Cap Growth Fund (TRLGX). 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
TRGOX vs. TRLGX - Dividend Comparison
Neither TRGOX nor TRLGX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRGOX T. Rowe Price Large-Cap Growth Fund Investor Class | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
TRLGX T. Rowe Price Large-Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.41% | 0.28% | 0.24% | 0.24% | 0.03% | 0.07% | 0.04% |
Drawdowns
TRGOX vs. TRLGX - Drawdown Comparison
The maximum TRGOX drawdown since its inception was -44.00%, smaller than the maximum TRLGX drawdown of -56.16%. Use the drawdown chart below to compare losses from any high point for TRGOX and TRLGX. For additional features, visit the drawdowns tool.
Volatility
TRGOX vs. TRLGX - Volatility Comparison
T. Rowe Price Large-Cap Growth Fund Investor Class (TRGOX) and T. Rowe Price Large-Cap Growth Fund (TRLGX) have volatilities of 4.73% and 4.73%, 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.