TROW vs. BAC
Compare and contrast key facts about T. Rowe Price Group, Inc. (TROW) and Bank of America Corporation (BAC).
Performance
TROW vs. BAC - Performance Comparison
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TROW vs. BAC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TROW T. Rowe Price Group, Inc. | -10.64% | -4.67% | 9.68% | 3.35% | -42.24% | 34.91% | 28.11% | 35.61% | -9.75% | 43.38% |
BAC Bank of America Corporation | -10.86% | 28.04% | 33.85% | 4.83% | -23.82% | 49.61% | -11.63% | 46.19% | -15.00% | 35.69% |
Fundamentals
TROW:
$19.69B
BAC:
$367.91B
TROW:
$9.91
BAC:
$4.03
TROW:
9.10
BAC:
12.11
TROW:
2.70
BAC:
1.97
TROW:
1.81
BAC:
1.33
TROW:
$7.31B
BAC:
$188.75B
TROW:
$3.70B
BAC:
$104.61B
TROW:
$2.67B
BAC:
$36.61B
Returns By Period
The year-to-date returns for both stocks are quite close, with TROW having a -10.64% return and BAC slightly lower at -10.86%. Over the past 10 years, TROW has underperformed BAC with an annualized return of 5.82%, while BAC has yielded a comparatively higher 16.19% annualized return.
TROW
- 1D
- 1.25%
- 1M
- -3.33%
- YTD
- -10.64%
- 6M
- -9.78%
- 1Y
- 3.41%
- 3Y*
- -2.67%
- 5Y*
- -8.23%
- 10Y*
- 5.82%
BAC
- 1D
- 3.22%
- 1M
- -1.61%
- YTD
- -10.86%
- 6M
- -4.48%
- 1Y
- 19.45%
- 3Y*
- 22.60%
- 5Y*
- 6.87%
- 10Y*
- 16.19%
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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.
| TROW | BAC | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.12 | 0.73 | -0.61 |
Sortino ratioReturn per unit of downside risk | 0.39 | 1.06 | -0.67 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.16 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.19 | 1.16 | -0.97 |
Martin ratioReturn relative to average drawdown | 0.49 | 3.17 | -2.68 |
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
| TROW | BAC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.12 | 0.73 | -0.61 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.27 | 0.26 | -0.53 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.19 | 0.53 | -0.33 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.20 | +0.18 |
Correlation
The correlation between TROW and BAC is 0.47, 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
TROW vs. BAC - Dividend Comparison
TROW's dividend yield for the trailing twelve months is around 5.67%, more than BAC's 2.26% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TROW T. Rowe Price Group, Inc. | 5.67% | 4.96% | 4.39% | 4.53% | 4.40% | 3.72% | 2.38% | 2.50% | 3.03% | 2.17% | 2.87% | 5.71% |
BAC Bank of America Corporation | 2.26% | 1.96% | 2.28% | 2.73% | 2.60% | 1.75% | 2.38% | 1.87% | 2.19% | 1.32% | 1.13% | 1.19% |
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 (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 | -50.48% | -14.37% | -36.11% |
Average DrawdownAverage peak-to-trough decline | -16.53% | -28.40% | +11.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.69% | 6.57% | +1.12% |
Volatility
TROW vs. BAC - Volatility Comparison
The current volatility for T. Rowe Price Group, Inc. (TROW) is 5.53%, while Bank of America Corporation (BAC) has a volatility of 6.67%. This indicates that TROW experiences smaller price fluctuations and is considered to be less risky 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 | 5.53% | 6.67% | -1.14% |
Volatility (6M)Calculated over the trailing 6-month period | 18.19% | 16.72% | +1.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.70% | 26.82% | +2.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 30.50% | 26.84% | +3.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.00% | 30.80% | -0.80% |
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 Apr 2026, T. Rowe Price Group, Inc. reported a gross profit of 0.00 and revenue of 1.93B. Therefore, the gross margin over that period was 0.0%.
BAC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Bank of America Corporation reported a gross profit of 27.06B and revenue of 46.88B. Therefore, the gross margin over that period was 57.7%.
TROW - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, T. Rowe Price Group, Inc. reported an operating income of 471.00M and revenue of 1.93B, resulting in an operating margin of 24.4%.
BAC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Bank of America Corporation reported an operating income of 9.62B and revenue of 46.88B, resulting in an operating margin of 20.5%.
TROW - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, T. Rowe Price Group, Inc. reported a net income of 547.10M and revenue of 1.93B, resulting in a net margin of 28.3%.
BAC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Bank of America Corporation reported a net income of 7.65B and revenue of 46.88B, resulting in a net margin of 16.3%.