TRMCX vs. TBCIX
Compare and contrast key facts about T. Rowe Price Mid-Cap Value Fund (TRMCX) and T. Rowe Price Blue Chip Growth Fund I Class (TBCIX).
TRMCX is managed by T. Rowe Price. It was launched on Jun 28, 1996. TBCIX is managed by T. Rowe Price.
Performance
TRMCX vs. TBCIX - Performance Comparison
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TRMCX vs. TBCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TRMCX T. Rowe Price Mid-Cap Value Fund | 0.81% | 10.55% | 16.21% | 18.99% | -4.16% | 24.51% | 9.84% | 19.59% | -10.66% | 11.59% |
TBCIX T. Rowe Price Blue Chip Growth Fund I Class | -11.20% | 18.94% | 48.73% | 49.61% | -38.48% | 18.30% | 34.90% | 30.30% | 2.13% | 36.68% |
Returns By Period
In the year-to-date period, TRMCX achieves a 0.81% return, which is significantly higher than TBCIX's -11.20% return. Over the past 10 years, TRMCX has underperformed TBCIX with an annualized return of 10.87%, while TBCIX has yielded a comparatively higher 16.10% annualized return.
TRMCX
- 1D
- -0.58%
- 1M
- -8.98%
- YTD
- 0.81%
- 6M
- 6.41%
- 1Y
- 14.82%
- 3Y*
- 14.33%
- 5Y*
- 9.96%
- 10Y*
- 10.87%
TBCIX
- 1D
- 3.90%
- 1M
- -5.46%
- YTD
- -11.20%
- 6M
- -9.94%
- 1Y
- 15.19%
- 3Y*
- 26.37%
- 5Y*
- 10.79%
- 10Y*
- 16.10%
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TRMCX vs. TBCIX - Expense Ratio Comparison
TRMCX has a 0.77% expense ratio, which is higher than TBCIX's 0.56% expense ratio.
Return for Risk
TRMCX vs. TBCIX — Risk / Return Rank
TRMCX
TBCIX
TRMCX vs. TBCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Mid-Cap Value Fund (TRMCX) 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.
| TRMCX | TBCIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.78 | 0.72 | +0.06 |
Sortino ratioReturn per unit of downside risk | 1.20 | 1.21 | 0.00 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.17 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.84 | 0.78 | +0.06 |
Martin ratioReturn relative to average drawdown | 3.35 | 2.71 | +0.64 |
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
| TRMCX | TBCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.78 | 0.72 | +0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.45 | +0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.56 | 0.71 | -0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.68 | -0.07 |
Correlation
The correlation between TRMCX and TBCIX is 0.59, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
TRMCX vs. TBCIX - Dividend Comparison
TRMCX's dividend yield for the trailing twelve months is around 9.42%, more than TBCIX's 5.86% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRMCX T. Rowe Price Mid-Cap Value Fund | 9.42% | 9.49% | 14.20% | 7.65% | 13.92% | 9.22% | 3.79% | 4.25% | 12.13% | 6.58% | 6.74% | 11.39% |
TBCIX T. Rowe Price Blue Chip Growth Fund I Class | 5.86% | 5.20% | 18.28% | 3.47% | 5.84% | 10.03% | 1.18% | 0.59% | 2.50% | 3.05% | 0.81% | 0.00% |
Drawdowns
TRMCX vs. TBCIX - Drawdown Comparison
The maximum TRMCX drawdown since its inception was -55.28%, which is greater than TBCIX's maximum drawdown of -43.26%. Use the drawdown chart below to compare losses from any high point for TRMCX and TBCIX.
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Drawdown Indicators
| TRMCX | TBCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.28% | -43.26% | -12.02% |
Max Drawdown (1Y)Largest decline over 1 year | -14.82% | -16.96% | +2.14% |
Max Drawdown (5Y)Largest decline over 5 years | -29.60% | -43.26% | +13.66% |
Max Drawdown (10Y)Largest decline over 10 years | -39.41% | -43.26% | +3.85% |
Current DrawdownCurrent decline from peak | -9.41% | -13.72% | +4.31% |
Average DrawdownAverage peak-to-trough decline | -6.65% | -8.15% | +1.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.82% | 4.86% | -1.04% |
Volatility
TRMCX vs. TBCIX - Volatility Comparison
The current volatility for T. Rowe Price Mid-Cap Value Fund (TRMCX) is 5.13%, while T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) has a volatility of 7.01%. This indicates that TRMCX experiences smaller price fluctuations and is considered to be less risky than TBCIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TRMCX | TBCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.13% | 7.01% | -1.88% |
Volatility (6M)Calculated over the trailing 6-month period | 10.79% | 12.40% | -1.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.72% | 22.77% | -3.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.27% | 23.94% | -4.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.63% | 22.73% | -3.10% |