TROW vs. BAC
TROW (T. Rowe Price Group, Inc.) and BAC (Bank of America Corporation) are both stocks. Both are in the Financial Services sector — TROW in Asset Management, BAC in Banks - Diversified. Over the past 10 years, TROW returned 8.92%/yr vs 18.54%/yr for BAC. Their 0.47 correlation means their historical movements had little consistent relationship.
Performance
TROW vs. BAC - Performance Comparison
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Returns By Period
In the year-to-date period, TROW achieves a 12.11% return, which is significantly lower than BAC's 13.86% return. Over the past 10 years, TROW has underperformed BAC with an annualized return of 8.92%, while BAC has yielded a comparatively higher 18.54% annualized return.
TROW
- 1D
- -6.31%
- 1M
- -5.74%
- 6M
- 8.61%
- YTD
- 12.11%
- 1Y
- 14.10%
- 3Y*
- 2.18%
- 5Y*
- -7.39%
- 10Y*
- 8.92%
- ALL TIME*
- 14.86%
BAC
- 1D
- 0.36%
- 1M
- 5.48%
- 6M
- 17.71%
- YTD
- 13.86%
- 1Y
- 38.63%
- 3Y*
- 28.30%
- 5Y*
- 12.79%
- 10Y*
- 18.54%
- ALL TIME*
- 8.33%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $2.02B | $2.04B | $2.03B | |
| $246.52M | $243.50M | $234.76M |
TROW vs. BAC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TROW T. Rowe Price Group, Inc. | 12.11% | -4.67% | 9.68% | 3.35% | -42.24% | 34.91% | 28.11% | 35.61% | -9.75% | 43.38% |
BAC Bank of America Corporation | 13.86% | 28.04% | 33.85% | 4.83% | -23.82% | 49.61% | -11.63% | 46.19% | -15.00% | 35.69% |
Correlation
The correlation between TROW and BAC is 0.44, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.44 |
Correlation (3Y) Balances recent behavior with more history. | 0.52 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.56 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.57 |
Correlation (All Time) Calculated using the full available price history since Sep 13, 1989 | 0.47 |
The correlation between TROW and BAC shifts across timeframes, from 0.44 (1 year) to 0.57 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
TROW:
$23.94B
BAC:
$439.63B
TROW:
$10.09
BAC:
$4.50
TROW:
11.08
BAC:
13.75
TROW:
3.24
BAC:
2.61
TROW:
2.18
BAC:
1.64
TROW:
$7.59B
BAC:
$177.58B
TROW:
$5.37B
BAC:
$115.79B
TROW:
$3.10B
BAC:
$45.64B
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Return for Risk
TROW vs. BAC — Risk / Return Rank
TROW
BAC
TROW vs. BAC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Group, Inc. (TROW) and Bank of America Corporation (BAC). 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.
| TROW | BAC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.93 | ||
| Sortino ratioReturn per unit of downside risk | -1.08 | ||
| Omega ratioGain probability vs. loss probability | 1.13 | 1.27 | -0.14 |
| Calmar ratioReturn relative to maximum drawdown | 0.81 | 1.90 | -1.09 |
| Martin ratioReturn relative to average drawdown | 1.98 | 5.00 | -3.02 |
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Drawdowns
TROW vs. BAC - Drawdown Comparison
The maximum TROW drawdown since its inception was -67.43%, smaller than the maximum BAC drawdown of -93.10%. Use the drawdown chart below to compare losses from any high point for TROW and BAC.
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Drawdown Indicators
| TROW | BAC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.43% | -93.10% | +25.67% |
Max Drawdown (1Y)Largest decline over 1 year | -19.76% | -17.93% | -1.83% |
Max Drawdown (3Y)Largest decline over 3 years | -34.05% | -27.51% | -6.54% |
Max Drawdown (5Y)Largest decline over 5 years | -58.16% | -46.64% | -11.52% |
Max Drawdown (10Y)Largest decline over 10 years | -58.16% | -48.95% | -9.21% |
Current DrawdownCurrent decline from peak | -37.87% | -1.07% | -36.80% |
Average DrawdownAverage peak-to-trough decline | -16.75% | -28.21% | +11.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.05% | 6.82% | +1.23% |
Volatility
TROW vs. BAC - Volatility Comparison
T. Rowe Price Group, Inc. (TROW) has a higher volatility of 10.37% compared to Bank of America Corporation (BAC) at 5.89%. This indicates that TROW's price experiences larger fluctuations and is considered to be riskier than BAC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TROW | BAC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.37% | 5.89% | +4.48% |
Volatility (6M)Calculated over the trailing 6-month period | 19.06% | 16.31% | +2.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.42% | 21.85% | +3.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.67% | 26.67% | +4.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.07% | 30.46% | -0.39% |
Dividends
TROW vs. BAC - Dividend Comparison
TROW's dividend yield for the trailing twelve months is around 4.60%, more than BAC's 1.81% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BAC Bank of America Corporation | 1.81% | 1.96% | 2.28% | 2.73% | 2.60% | 1.75% | 2.38% | 1.87% | 2.19% | 1.32% | 1.13% | 1.19% |
TROW T. Rowe Price Group, Inc. | 4.60% | 4.96% | 4.39% | 4.53% | 4.40% | 3.72% | 2.38% | 2.50% | 3.03% | 2.17% | 2.87% | 5.71% |
Financials
TROW vs. BAC - Financials Comparison
This section allows you to compare key financial metrics between T. Rowe Price Group, Inc. and Bank of America Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
TROW vs. BAC - Profitability Comparison
TROW - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, T. Rowe Price Group, Inc. reported a gross profit of 1.08B and revenue of 1.91B. Therefore, the gross margin over that period was 56.8%.
BAC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Bank of America Corporation reported a gross profit of 30.19B and revenue of 49.39B. Therefore, the gross margin over that period was 61.1%.
TROW - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, T. Rowe Price Group, Inc. reported an operating income of 540.50M and revenue of 1.91B, resulting in an operating margin of 28.3%.
BAC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Bank of America Corporation reported an operating income of 11.57B and revenue of 49.39B, resulting in an operating margin of 23.4%.
TROW - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, T. Rowe Price Group, Inc. reported a net income of 632.00M and revenue of 1.91B, resulting in a net margin of 33.1%.
BAC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Bank of America Corporation reported a net income of 9.07B and revenue of 49.39B, resulting in a net margin of 18.4%.
Frequently Asked Questions
TROW and BAC have a correlation of 0.44, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TROW has higher volatility (10.37%) compared to BAC (5.89%). In terms of maximum drawdown, TROW dropped -67.43% vs BAC's -93.10%.
BAC currently has the higher Sharpe Ratio (1.56 vs 0.63), 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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