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VINIX vs. TBCIX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

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.


-0.50.00.51.00.9

Performance

VINIX vs. TBCIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Institutional Index Fund Institutional Shares (VINIX) and T. Rowe Price Blue Chip Growth Fund I Class (TBCIX). The values are adjusted to include any dividend payments, if applicable.

-10.00%-5.00%0.00%5.00%10.00%AugustSeptemberOctoberNovemberDecember2025
8.43%
2.69%
VINIX
TBCIX

Key characteristics

Sharpe Ratio

VINIX:

2.04

TBCIX:

1.28

Sortino Ratio

VINIX:

2.70

TBCIX:

1.67

Omega Ratio

VINIX:

1.37

TBCIX:

1.25

Calmar Ratio

VINIX:

3.14

TBCIX:

1.05

Martin Ratio

VINIX:

12.52

TBCIX:

5.52

Ulcer Index

VINIX:

2.12%

TBCIX:

4.66%

Daily Std Dev

VINIX:

13.00%

TBCIX:

20.05%

Max Drawdown

VINIX:

-55.19%

TBCIX:

-50.64%

Current Drawdown

VINIX:

-1.58%

TBCIX:

-9.58%

Returns By Period

In the year-to-date period, VINIX achieves a 2.91% return, which is significantly higher than TBCIX's 2.72% return.


VINIX

YTD

2.91%

1M

1.01%

6M

8.43%

1Y

24.71%

5Y*

12.31%

10Y*

12.19%

TBCIX

YTD

2.72%

1M

1.15%

6M

2.69%

1Y

23.65%

5Y*

8.01%

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


VINIX vs. TBCIX - Expense Ratio Comparison

VINIX has a 0.04% expense ratio, which is lower than TBCIX's 0.56% expense ratio.


TBCIX
T. Rowe Price Blue Chip Growth Fund I Class
Expense ratio chart for TBCIX: current value at 0.56% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.56%
Expense ratio chart for VINIX: current value at 0.04% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.04%

Risk-Adjusted Performance

VINIX vs. TBCIX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VINIX
The Risk-Adjusted Performance Rank of VINIX is 8787
Overall Rank
The Sharpe Ratio Rank of VINIX is 8787
Sharpe Ratio Rank
The Sortino Ratio Rank of VINIX is 8585
Sortino Ratio Rank
The Omega Ratio Rank of VINIX is 8686
Omega Ratio Rank
The Calmar Ratio Rank of VINIX is 9090
Calmar Ratio Rank
The Martin Ratio Rank of VINIX is 9090
Martin Ratio Rank

TBCIX
The Risk-Adjusted Performance Rank of TBCIX is 6060
Overall Rank
The Sharpe Ratio Rank of TBCIX is 5959
Sharpe Ratio Rank
The Sortino Ratio Rank of TBCIX is 5555
Sortino Ratio Rank
The Omega Ratio Rank of TBCIX is 6363
Omega Ratio Rank
The Calmar Ratio Rank of TBCIX is 6464
Calmar Ratio Rank
The Martin Ratio Rank of TBCIX is 5959
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


Sharpe ratio
The chart of Sharpe ratio for VINIX, currently valued at 2.04, compared to the broader market-1.000.001.002.003.004.002.041.28
The chart of Sortino ratio for VINIX, currently valued at 2.70, compared to the broader market0.005.0010.002.701.67
The chart of Omega ratio for VINIX, currently valued at 1.37, compared to the broader market1.002.003.004.001.371.25
The chart of Calmar ratio for VINIX, currently valued at 3.14, compared to the broader market0.005.0010.0015.0020.003.141.05
The chart of Martin ratio for VINIX, currently valued at 12.52, compared to the broader market0.0020.0040.0060.0080.0012.525.52
VINIX
TBCIX

The current VINIX Sharpe Ratio is 2.04, which is higher than the TBCIX Sharpe Ratio of 1.28. The chart below compares the historical Sharpe Ratios of VINIX and TBCIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio1.001.502.002.503.003.50AugustSeptemberOctoberNovemberDecember2025
2.04
1.28
VINIX
TBCIX

Dividends

VINIX vs. TBCIX - Dividend Comparison

VINIX's dividend yield for the trailing twelve months is around 1.23%, while TBCIX has not paid dividends to shareholders.


TTM20242023202220212020201920182017201620152014
VINIX
Vanguard Institutional Index Fund Institutional Shares
1.23%1.27%1.47%1.74%1.28%1.59%1.91%2.13%1.82%2.07%2.45%2.44%
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

VINIX vs. TBCIX - Drawdown Comparison

The maximum VINIX drawdown since its inception was -55.19%, which is greater than TBCIX's maximum drawdown of -50.64%. Use the drawdown chart below to compare losses from any high point for VINIX and TBCIX. For additional features, visit the drawdowns tool.


-15.00%-10.00%-5.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-1.58%
-9.58%
VINIX
TBCIX

Volatility

VINIX vs. TBCIX - Volatility Comparison

The current volatility for Vanguard Institutional Index Fund Institutional Shares (VINIX) is 5.47%, while T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) has a volatility of 6.31%. 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.


2.00%4.00%6.00%8.00%10.00%AugustSeptemberOctoberNovemberDecember2025
5.47%
6.31%
VINIX
TBCIX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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