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.
Performance
VINIX vs. TBCIX - Performance Comparison
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VINIX vs. TBCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VINIX Vanguard Institutional Index Fund Institutional Shares | -7.06% | 17.85% | 26.28% | 25.77% | -18.15% | 28.67% | 18.40% | 31.46% | -4.42% | 21.79% |
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, VINIX achieves a -7.06% return, which is significantly higher than TBCIX's -14.54% return. Over the past 10 years, VINIX has underperformed TBCIX with an annualized return of 13.80%, while TBCIX has yielded a comparatively higher 15.65% annualized return.
VINIX
- 1D
- -0.39%
- 1M
- -7.68%
- YTD
- -7.06%
- 6M
- -4.60%
- 1Y
- 14.42%
- 3Y*
- 17.55%
- 5Y*
- 11.53%
- 10Y*
- 13.80%
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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VINIX vs. TBCIX - Expense Ratio Comparison
VINIX has a 0.04% expense ratio, which is lower than TBCIX's 0.56% expense ratio.
Return for Risk
VINIX vs. TBCIX — Risk / Return Rank
VINIX
TBCIX
VINIX vs. TBCIX - Risk-Adjusted Trends 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.
| VINIX | TBCIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.84 | 0.54 | +0.30 |
Sortino ratioReturn per unit of downside risk | 1.30 | 0.94 | +0.35 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.13 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.06 | 0.50 | +0.55 |
Martin ratioReturn relative to average drawdown | 5.13 | 1.75 | +3.38 |
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
| VINIX | TBCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.84 | 0.54 | +0.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.44 | +0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | 0.69 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.66 | -0.08 |
Correlation
The correlation between VINIX and TBCIX is 0.89, 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
VINIX vs. TBCIX - Dividend Comparison
VINIX's dividend yield for the trailing twelve months is around 2.88%, less than TBCIX's 6.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VINIX Vanguard Institutional Index Fund Institutional Shares | 2.88% | 2.10% | 3.64% | 2.65% | 3.38% | 4.77% | 3.06% | 2.85% | 2.43% | 1.82% | 2.36% | 2.45% |
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% | 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 -43.26%. Use the drawdown chart below to compare losses from any high point for VINIX and TBCIX.
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Drawdown Indicators
| VINIX | TBCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.19% | -43.26% | -11.93% |
Max Drawdown (1Y)Largest decline over 1 year | -12.12% | -16.96% | +4.84% |
Max Drawdown (5Y)Largest decline over 5 years | -24.51% | -43.26% | +18.75% |
Max Drawdown (10Y)Largest decline over 10 years | -33.79% | -43.26% | +9.47% |
Current DrawdownCurrent decline from peak | -8.90% | -16.96% | +8.06% |
Average DrawdownAverage peak-to-trough decline | -8.56% | -8.15% | -0.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.49% | 4.87% | -2.38% |
Volatility
VINIX vs. TBCIX - Volatility Comparison
The current volatility for Vanguard Institutional Index Fund Institutional Shares (VINIX) is 4.24%, while T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) has a volatility of 5.58%. 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.
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Volatility by Period
| VINIX | TBCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.24% | 5.58% | -1.34% |
Volatility (6M)Calculated over the trailing 6-month period | 9.08% | 11.76% | -2.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.13% | 22.49% | -4.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.85% | 23.88% | -7.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.02% | 22.69% | -4.67% |