VINIX vs. TBCIX
Compare and contrast key facts about Vanguard Institutional Index Fund Institutional Shares (VINIX) and T. Rowe Price Blue Chip Growth Fund I Class (TBCIX).
VINIX is managed by Vanguard. It was launched on Jul 31, 1990. 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: VINIX or TBCIX.
Key characteristics
| VINIX | TBCIX | |
|---|---|---|
| YTD Return | 11.78% | 16.88% |
| 1Y Return | 28.23% | 39.92% |
| 3Y Return (Ann) | 10.40% | 7.24% |
| 5Y Return (Ann) | 15.02% | 13.54% |
| Sharpe Ratio | 2.55 | 2.44 |
| Daily Std Dev | 11.55% | 17.31% |
| Max Drawdown | -55.19% | -43.56% |
| Current Drawdown | -0.07% | -0.30% |
Correlation
The correlation between VINIX and TBCIX is 0.90, 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.
Performance
VINIX vs. TBCIX - Performance Comparison
In the year-to-date period, VINIX achieves a 11.78% return, which is significantly lower than TBCIX's 16.88% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VINIX vs. TBCIX - Expense Ratio Comparison
VINIX has a 0.04% expense ratio, which is lower than TBCIX's 0.56% expense ratio.
Risk-Adjusted Performance
VINIX vs. TBCIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Institutional Index Fund Institutional Shares (VINIX) 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
VINIX vs. TBCIX - Dividend Comparison
VINIX's dividend yield for the trailing twelve months is around 2.66%, less than TBCIX's 2.97% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VINIX Vanguard Institutional Index Fund Institutional Shares | 2.66% | 2.97% | 3.38% | 4.77% | 3.06% | 2.85% | 2.43% | 1.82% | 2.36% | 2.45% | 1.88% | 1.85% |
TBCIX T. Rowe Price Blue Chip Growth Fund I Class | 2.97% | 3.47% | 5.84% | 9.51% | 1.18% | 0.59% | 2.50% | 3.05% | 0.81% | 0.00% | 0.00% | 0.00% |
Drawdowns
VINIX vs. TBCIX - Drawdown Comparison
The maximum VINIX drawdown since its inception was -55.19%, which is greater than TBCIX's maximum drawdown of -43.56%. Use the drawdown chart below to compare losses from any high point for VINIX and TBCIX. For additional features, visit the drawdowns tool.
Volatility
VINIX vs. TBCIX - Volatility Comparison
The current volatility for Vanguard Institutional Index Fund Institutional Shares (VINIX) is 3.36%, while T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) has a volatility of 5.33%. This indicates that VINIX 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.