TRPBX vs. TBCIX
Compare and contrast key facts about T. Rowe Price Spectrum Moderate Allocation Fund (TRPBX) and T. Rowe Price Blue Chip Growth Fund I Class (TBCIX).
TRPBX is managed by T. Rowe Price. It was launched on Jul 28, 1994. TBCIX is managed by T. Rowe Price.
Performance
TRPBX vs. TBCIX - Performance Comparison
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TRPBX vs. TBCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TRPBX T. Rowe Price Spectrum Moderate Allocation Fund | -2.40% | 14.47% | 10.24% | 15.08% | -17.10% | 10.54% | 14.44% | 21.61% | -4.46% | 16.88% |
TBCIX T. Rowe Price Blue Chip Growth Fund I Class | -14.54% | 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, TRPBX achieves a -2.40% return, which is significantly higher than TBCIX's -14.54% return. Over the past 10 years, TRPBX has underperformed TBCIX with an annualized return of 7.89%, while TBCIX has yielded a comparatively higher 15.65% annualized return.
TRPBX
- 1D
- -0.08%
- 1M
- -6.50%
- YTD
- -2.40%
- 6M
- -0.05%
- 1Y
- 10.76%
- 3Y*
- 10.56%
- 5Y*
- 4.70%
- 10Y*
- 7.89%
TBCIX
- 1D
- -0.35%
- 1M
- -8.84%
- YTD
- -14.54%
- 6M
- -12.75%
- 1Y
- 11.84%
- 3Y*
- 24.77%
- 5Y*
- 10.38%
- 10Y*
- 15.65%
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TRPBX vs. TBCIX - Expense Ratio Comparison
TRPBX has a 0.51% expense ratio, which is lower than TBCIX's 0.56% expense ratio.
Return for Risk
TRPBX vs. TBCIX — Risk / Return Rank
TRPBX
TBCIX
TRPBX vs. TBCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Spectrum Moderate Allocation Fund (TRPBX) 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.
| TRPBX | TBCIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.08 | 0.54 | +0.54 |
Sortino ratioReturn per unit of downside risk | 1.53 | 0.94 | +0.58 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.13 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.29 | 0.50 | +0.79 |
Martin ratioReturn relative to average drawdown | 5.70 | 1.75 | +3.95 |
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
| TRPBX | TBCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.08 | 0.54 | +0.54 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.44 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.69 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.74 | 0.66 | +0.08 |
Correlation
The correlation between TRPBX and TBCIX 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
TRPBX vs. TBCIX - Dividend Comparison
TRPBX's dividend yield for the trailing twelve months is around 8.71%, more than TBCIX's 6.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRPBX T. Rowe Price Spectrum Moderate Allocation Fund | 8.71% | 8.46% | 6.87% | 3.09% | 7.38% | 9.57% | 4.90% | 5.41% | 8.82% | 5.40% | 2.76% | 6.89% |
TBCIX T. Rowe Price Blue Chip Growth Fund I Class | 6.09% | 5.20% | 18.28% | 3.47% | 5.84% | 10.03% | 1.18% | 0.59% | 2.50% | 3.05% | 0.81% | 0.00% |
Drawdowns
TRPBX vs. TBCIX - Drawdown Comparison
The maximum TRPBX drawdown since its inception was -41.62%, roughly equal to the maximum TBCIX drawdown of -43.26%. Use the drawdown chart below to compare losses from any high point for TRPBX and TBCIX.
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Drawdown Indicators
| TRPBX | TBCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.62% | -43.26% | +1.64% |
Max Drawdown (1Y)Largest decline over 1 year | -7.70% | -16.96% | +9.26% |
Max Drawdown (5Y)Largest decline over 5 years | -23.21% | -43.26% | +20.05% |
Max Drawdown (10Y)Largest decline over 10 years | -24.55% | -43.26% | +18.71% |
Current DrawdownCurrent decline from peak | -6.72% | -16.96% | +10.24% |
Average DrawdownAverage peak-to-trough decline | -4.15% | -8.15% | +4.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.74% | 4.87% | -3.13% |
Volatility
TRPBX vs. TBCIX - Volatility Comparison
The current volatility for T. Rowe Price Spectrum Moderate Allocation Fund (TRPBX) is 3.58%, while T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) has a volatility of 5.58%. This indicates that TRPBX 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
| TRPBX | TBCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.58% | 5.58% | -2.00% |
Volatility (6M)Calculated over the trailing 6-month period | 6.04% | 11.76% | -5.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.19% | 22.49% | -12.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.83% | 23.88% | -14.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.50% | 22.69% | -12.19% |