TWEBX vs. TBCIX
Compare and contrast key facts about Tweedy, Browne Value Fund (TWEBX) and T. Rowe Price Blue Chip Growth Fund I Class (TBCIX).
TWEBX is managed by Tweedy, Browne. It was launched on Dec 7, 1993. TBCIX is managed by T. Rowe Price.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TWEBX or TBCIX.
Correlation
The correlation between TWEBX and TBCIX is 0.64, 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.
Performance
TWEBX vs. TBCIX - Performance Comparison
Key characteristics
TWEBX:
-0.40
TBCIX:
0.93
TWEBX:
-0.39
TBCIX:
1.27
TWEBX:
0.93
TBCIX:
1.19
TWEBX:
-0.19
TBCIX:
0.88
TWEBX:
-0.93
TBCIX:
3.69
TWEBX:
5.92%
TBCIX:
5.09%
TWEBX:
13.71%
TBCIX:
20.15%
TWEBX:
-56.95%
TBCIX:
-50.64%
TWEBX:
-25.28%
TBCIX:
-9.54%
Returns By Period
In the year-to-date period, TWEBX achieves a 3.33% return, which is significantly higher than TBCIX's 2.77% return.
TWEBX
3.33%
2.78%
-7.96%
-5.03%
-1.26%
-1.37%
TBCIX
2.77%
1.75%
8.43%
16.86%
7.87%
N/A
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TWEBX vs. TBCIX - Expense Ratio Comparison
TWEBX has a 1.40% expense ratio, which is higher than TBCIX's 0.56% expense ratio.
Risk-Adjusted Performance
TWEBX vs. TBCIX — Risk-Adjusted Performance Rank
TWEBX
TBCIX
TWEBX vs. TBCIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Tweedy, Browne Value Fund (TWEBX) 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.
Dividends
TWEBX vs. TBCIX - Dividend Comparison
TWEBX's dividend yield for the trailing twelve months is around 1.37%, while TBCIX has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TWEBX Tweedy, Browne Value Fund | 1.37% | 1.41% | 1.06% | 1.02% | 0.92% | 0.65% | 1.00% | 1.37% | 0.78% | 0.91% | 1.08% | 1.21% |
TBCIX T. Rowe Price Blue Chip Growth Fund I Class | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.32% | 0.06% | 2.64% | 0.21% | 0.00% | 0.00% |
Drawdowns
TWEBX vs. TBCIX - Drawdown Comparison
The maximum TWEBX drawdown since its inception was -56.95%, which is greater than TBCIX's maximum drawdown of -50.64%. Use the drawdown chart below to compare losses from any high point for TWEBX and TBCIX. For additional features, visit the drawdowns tool.
Volatility
TWEBX vs. TBCIX - Volatility Comparison
The current volatility for Tweedy, Browne Value Fund (TWEBX) is 2.97%, while T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) has a volatility of 5.92%. This indicates that TWEBX 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.