TRSSX vs. TBCIX
Compare and contrast key facts about T. Rowe Price Institutional Small Cap Stock Fund (TRSSX) and T. Rowe Price Blue Chip Growth Fund I Class (TBCIX).
TRSSX is managed by T. Rowe Price. It was launched on Mar 31, 2000. TBCIX is managed by T. Rowe Price.
Performance
TRSSX vs. TBCIX - Performance Comparison
Loading graphics...
TRSSX vs. TBCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TRSSX T. Rowe Price Institutional Small Cap Stock Fund | 1.64% | 8.21% | 10.93% | 17.65% | -23.36% | 16.81% | 25.07% | 33.96% | -3.07% | 15.41% |
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, TRSSX achieves a 1.64% return, which is significantly higher than TBCIX's -11.20% return. Over the past 10 years, TRSSX has underperformed TBCIX with an annualized return of 11.06%, while TBCIX has yielded a comparatively higher 16.10% annualized return.
TRSSX
- 1D
- 3.81%
- 1M
- -6.98%
- YTD
- 1.64%
- 6M
- 2.99%
- 1Y
- 16.84%
- 3Y*
- 11.54%
- 5Y*
- 3.12%
- 10Y*
- 11.06%
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
TRSSX vs. TBCIX - Expense Ratio Comparison
TRSSX has a 0.66% expense ratio, which is higher than TBCIX's 0.56% expense ratio.
Return for Risk
TRSSX vs. TBCIX — Risk / Return Rank
TRSSX
TBCIX
TRSSX vs. TBCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Institutional Small Cap Stock Fund (TRSSX) 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.
| TRSSX | TBCIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.80 | 0.72 | +0.08 |
Sortino ratioReturn per unit of downside risk | 1.28 | 1.21 | +0.07 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.17 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 0.89 | 0.78 | +0.12 |
Martin ratioReturn relative to average drawdown | 3.73 | 2.71 | +1.03 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| TRSSX | TBCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.80 | 0.72 | +0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.14 | 0.45 | -0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.71 | -0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.68 | -0.24 |
Correlation
The correlation between TRSSX and TBCIX is 0.70, 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
TRSSX vs. TBCIX - Dividend Comparison
TRSSX's dividend yield for the trailing twelve months is around 10.40%, more than TBCIX's 5.86% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRSSX T. Rowe Price Institutional Small Cap Stock Fund | 10.40% | 10.57% | 19.63% | 5.45% | 5.37% | 8.52% | 4.54% | 6.13% | 13.45% | 6.53% | 0.80% | 7.07% |
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
TRSSX vs. TBCIX - Drawdown Comparison
The maximum TRSSX drawdown since its inception was -56.38%, which is greater than TBCIX's maximum drawdown of -43.26%. Use the drawdown chart below to compare losses from any high point for TRSSX and TBCIX.
Loading graphics...
Drawdown Indicators
| TRSSX | TBCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.38% | -43.26% | -13.12% |
Max Drawdown (1Y)Largest decline over 1 year | -13.50% | -16.96% | +3.46% |
Max Drawdown (5Y)Largest decline over 5 years | -32.12% | -43.26% | +11.14% |
Max Drawdown (10Y)Largest decline over 10 years | -37.85% | -43.26% | +5.41% |
Current DrawdownCurrent decline from peak | -8.05% | -13.72% | +5.67% |
Average DrawdownAverage peak-to-trough decline | -9.05% | -8.15% | -0.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.73% | 4.86% | -1.13% |
Volatility
TRSSX vs. TBCIX - Volatility Comparison
T. Rowe Price Institutional Small Cap Stock Fund (TRSSX) has a higher volatility of 8.21% compared to T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) at 7.01%. This indicates that TRSSX's price experiences larger fluctuations and is considered to be riskier than TBCIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| TRSSX | TBCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.21% | 7.01% | +1.20% |
Volatility (6M)Calculated over the trailing 6-month period | 13.61% | 12.40% | +1.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.91% | 22.77% | -0.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.11% | 23.94% | -1.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.49% | 22.73% | -1.24% |