TRSGX vs. TBCIX
Compare and contrast key facts about T. Rowe Price Spectrum Moderate Growth Allocation Fund (TRSGX) and T. Rowe Price Blue Chip Growth Fund I Class (TBCIX).
TRSGX is managed by T. Rowe Price. It was launched on Jul 28, 1994. TBCIX is managed by T. Rowe Price.
Performance
TRSGX vs. TBCIX - Performance Comparison
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TRSGX vs. TBCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TRSGX T. Rowe Price Spectrum Moderate Growth Allocation Fund | -0.80% | 17.00% | 12.40% | 18.04% | -19.70% | 14.03% | 16.66% | 24.69% | -6.02% | 20.56% |
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, TRSGX achieves a -0.80% return, which is significantly higher than TBCIX's -11.20% return. Over the past 10 years, TRSGX has underperformed TBCIX with an annualized return of 9.55%, while TBCIX has yielded a comparatively higher 16.10% annualized return.
TRSGX
- 1D
- 2.35%
- 1M
- -5.52%
- YTD
- -0.80%
- 6M
- 1.70%
- 1Y
- 15.18%
- 3Y*
- 13.42%
- 5Y*
- 5.90%
- 10Y*
- 9.55%
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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TRSGX vs. TBCIX - Expense Ratio Comparison
TRSGX has a 0.61% expense ratio, which is higher than TBCIX's 0.56% expense ratio.
Return for Risk
TRSGX vs. TBCIX — Risk / Return Rank
TRSGX
TBCIX
TRSGX vs. TBCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Spectrum Moderate Growth Allocation Fund (TRSGX) 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.
| TRSGX | TBCIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.16 | 0.72 | +0.44 |
Sortino ratioReturn per unit of downside risk | 1.68 | 1.21 | +0.47 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.17 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.60 | 0.78 | +0.82 |
Martin ratioReturn relative to average drawdown | 7.09 | 2.71 | +4.38 |
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
| TRSGX | TBCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.16 | 0.72 | +0.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.45 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 0.71 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.68 | -0.12 |
Correlation
The correlation between TRSGX and TBCIX is 0.86, 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
TRSGX vs. TBCIX - Dividend Comparison
TRSGX's dividend yield for the trailing twelve months is around 6.73%, more than TBCIX's 5.86% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRSGX T. Rowe Price Spectrum Moderate Growth Allocation Fund | 6.73% | 6.68% | 6.48% | 1.84% | 7.61% | 9.36% | 2.60% | 3.51% | 7.11% | 3.57% | 2.20% | 6.79% |
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
TRSGX vs. TBCIX - Drawdown Comparison
The maximum TRSGX drawdown since its inception was -51.79%, which is greater than TBCIX's maximum drawdown of -43.26%. Use the drawdown chart below to compare losses from any high point for TRSGX and TBCIX.
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Drawdown Indicators
| TRSGX | TBCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.79% | -43.26% | -8.53% |
Max Drawdown (1Y)Largest decline over 1 year | -9.81% | -16.96% | +7.15% |
Max Drawdown (5Y)Largest decline over 5 years | -26.83% | -43.26% | +16.43% |
Max Drawdown (10Y)Largest decline over 10 years | -29.62% | -43.26% | +13.64% |
Current DrawdownCurrent decline from peak | -6.17% | -13.72% | +7.55% |
Average DrawdownAverage peak-to-trough decline | -6.19% | -8.15% | +1.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.21% | 4.86% | -2.65% |
Volatility
TRSGX vs. TBCIX - Volatility Comparison
The current volatility for T. Rowe Price Spectrum Moderate Growth Allocation Fund (TRSGX) is 5.14%, while T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) has a volatility of 7.01%. This indicates that TRSGX 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
| TRSGX | TBCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.14% | 7.01% | -1.87% |
Volatility (6M)Calculated over the trailing 6-month period | 8.00% | 12.40% | -4.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.47% | 22.77% | -9.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.78% | 23.94% | -11.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.80% | 22.73% | -8.93% |