TTMIX vs. TBCIX
Compare and contrast key facts about T. Rowe Price Total Return Fund Class I (TTMIX) and T. Rowe Price Blue Chip Growth Fund I Class (TBCIX).
TTMIX is managed by T. Rowe Price. It was launched on Sep 28, 2001. TBCIX is managed by T. Rowe Price.
Performance
TTMIX vs. TBCIX - Performance Comparison
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TTMIX vs. TBCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TTMIX T. Rowe Price Total Return Fund Class I | -10.19% | 43.20% | 38.33% | 39.41% | -40.85% | 9.92% | 53.86% | 35.84% | -1.73% | 33.14% |
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, TTMIX achieves a -10.19% return, which is significantly higher than TBCIX's -14.54% return. Over the past 10 years, TTMIX has outperformed TBCIX with an annualized return of 16.91%, while TBCIX has yielded a comparatively lower 15.65% annualized return.
TTMIX
- 1D
- -0.29%
- 1M
- -8.95%
- YTD
- -10.19%
- 6M
- 12.42%
- 1Y
- 33.22%
- 3Y*
- 29.35%
- 5Y*
- 9.97%
- 10Y*
- 16.91%
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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TTMIX vs. TBCIX - Expense Ratio Comparison
TTMIX has a 0.37% expense ratio, which is lower than TBCIX's 0.56% expense ratio.
Return for Risk
TTMIX vs. TBCIX — Risk / Return Rank
TTMIX
TBCIX
TTMIX vs. TBCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Total Return Fund Class I (TTMIX) 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.
| TTMIX | TBCIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.86 | 0.54 | +0.32 |
Sortino ratioReturn per unit of downside risk | 2.76 | 0.94 | +1.81 |
Omega ratioGain probability vs. loss probability | 1.36 | 1.13 | +0.23 |
Calmar ratioReturn relative to maximum drawdown | 2.68 | 0.50 | +2.18 |
Martin ratioReturn relative to average drawdown | 7.57 | 1.75 | +5.82 |
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
| TTMIX | TBCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.86 | 0.54 | +0.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.44 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.69 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.74 | 0.66 | +0.08 |
Correlation
The correlation between TTMIX and TBCIX is 0.93, 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
TTMIX vs. TBCIX - Dividend Comparison
TTMIX's dividend yield for the trailing twelve months is around 56.04%, more than TBCIX's 6.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
TTMIX T. Rowe Price Total Return Fund Class I | 56.04% | 50.33% | 7.45% | 7.80% | 17.43% | 8.53% | 5.27% | 2.44% | 1.41% | 2.47% | 2.23% |
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% |
Drawdowns
TTMIX vs. TBCIX - Drawdown Comparison
The maximum TTMIX drawdown since its inception was -47.11%, which is greater than TBCIX's maximum drawdown of -43.26%. Use the drawdown chart below to compare losses from any high point for TTMIX and TBCIX.
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Drawdown Indicators
| TTMIX | TBCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.11% | -43.26% | -3.85% |
Max Drawdown (1Y)Largest decline over 1 year | -11.15% | -16.96% | +5.81% |
Max Drawdown (5Y)Largest decline over 5 years | -47.11% | -43.26% | -3.85% |
Max Drawdown (10Y)Largest decline over 10 years | -47.11% | -43.26% | -3.85% |
Current DrawdownCurrent decline from peak | -11.15% | -16.96% | +5.81% |
Average DrawdownAverage peak-to-trough decline | -10.13% | -8.15% | -1.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.94% | 4.87% | -0.93% |
Volatility
TTMIX vs. TBCIX - Volatility Comparison
The current volatility for T. Rowe Price Total Return Fund Class I (TTMIX) is 5.25%, while T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) has a volatility of 5.58%. This indicates that TTMIX 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
| TTMIX | TBCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.25% | 5.58% | -0.33% |
Volatility (6M)Calculated over the trailing 6-month period | 31.42% | 11.76% | +19.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 38.78% | 22.49% | +16.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.21% | 23.88% | +2.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.32% | 22.69% | +0.63% |