VITNX vs. TBCIX
VITNX (Vanguard Institutional Total Stock Market Index Fund Institutional Shares) and TBCIX (T. Rowe Price Blue Chip Growth Fund I Class) are both mutual funds - VITNX is a Large Cap Blend Equities fund managed by Vanguard, while TBCIX is a Large Cap Growth Equities fund managed by T. Rowe Price. Over the past 10 years, VITNX returned 15.18%/yr vs 17.93%/yr for TBCIX. Their correlation of 0.88 suggests significant overlap in exposure. VITNX charges 0.03%/yr vs 0.56%/yr for TBCIX.
Performance
VITNX vs. TBCIX - Performance Comparison
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Returns By Period
In the year-to-date period, VITNX achieves a 11.98% return, which is significantly higher than TBCIX's 5.54% return. Over the past 10 years, VITNX has underperformed TBCIX with an annualized return of 15.18%, while TBCIX has yielded a comparatively higher 17.93% annualized return.
VITNX
- 1D
- 0.24%
- 1M
- 5.76%
- YTD
- 11.98%
- 6M
- 11.89%
- 1Y
- 29.13%
- 3Y*
- 22.91%
- 5Y*
- 13.37%
- 10Y*
- 15.18%
TBCIX
- 1D
- -0.69%
- 1M
- 5.17%
- YTD
- 5.54%
- 6M
- 5.71%
- 1Y
- 22.23%
- 3Y*
- 29.00%
- 5Y*
- 14.09%
- 10Y*
- 17.93%
VITNX vs. TBCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VITNX Vanguard Institutional Total Stock Market Index Fund Institutional Shares | 11.98% | 17.16% | 25.42% | 26.01% | -19.47% | 25.76% | 20.95% | 30.86% | -5.60% | 20.52% |
TBCIX T. Rowe Price Blue Chip Growth Fund I Class | 5.54% | 18.94% | 48.73% | 49.61% | -38.48% | 18.30% | 34.90% | 30.30% | 2.13% | 36.68% |
Correlation
The correlation between VITNX and TBCIX is 0.83, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.83 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.84 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.89 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.88 |
Correlation (All Time) Calculated using the full available price history since Jan 5, 2016 | 0.88 |
The correlation between VITNX and TBCIX has been stable across timeframes, ranging from 0.83 to 0.89 - a consistent structural relationship.
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Return for Risk
VITNX vs. TBCIX — Risk / Return Rank
VITNX
TBCIX
VITNX vs. TBCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Institutional Total Stock Market Index Fund Institutional Shares (VITNX) 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.
| VITNX | TBCIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.00 | ||
| Sortino ratioReturn per unit of downside risk | +1.30 | ||
| Omega ratioGain probability vs. loss probability | 1.44 | 1.26 | +0.19 |
| Calmar ratioReturn relative to maximum drawdown | 3.38 | 1.36 | +2.02 |
| Martin ratioReturn relative to average drawdown | 15.59 | 4.57 | +11.02 |
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
| VITNX | TBCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.47 | 1.47 | +1.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.77 | 0.59 | +0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.83 | 0.79 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.76 | -0.23 |
Drawdowns
VITNX vs. TBCIX - Drawdown Comparison
The maximum VITNX drawdown since its inception was -55.32%, which is greater than TBCIX's maximum drawdown of -43.26%. Use the drawdown chart below to compare losses from any high point for VITNX and TBCIX.
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Drawdown Indicators
| VITNX | TBCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.32% | -43.26% | -12.06% |
Max Drawdown (1Y)Largest decline over 1 year | -8.92% | -16.96% | +8.04% |
Max Drawdown (3Y)Largest decline over 3 years | -19.36% | -23.06% | +3.70% |
Max Drawdown (5Y)Largest decline over 5 years | -25.32% | -43.26% | +17.94% |
Max Drawdown (10Y)Largest decline over 10 years | -34.99% | -43.26% | +8.27% |
Current DrawdownCurrent decline from peak | 0.00% | -0.69% | +0.69% |
Average DrawdownAverage peak-to-trough decline | -7.35% | -8.07% | +0.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.93% | 5.01% | -3.08% |
Volatility
VITNX vs. TBCIX - Volatility Comparison
The current volatility for Vanguard Institutional Total Stock Market Index Fund Institutional Shares (VITNX) is 2.94%, while T. Rowe Price Blue Chip Growth Fund I Class (TBCIX) has a volatility of 3.57%. This indicates that VITNX 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
| VITNX | TBCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.94% | 3.57% | -0.63% |
Volatility (6M)Calculated over the trailing 6-month period | 9.19% | 12.01% | -2.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.19% | 15.64% | -3.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.35% | 23.91% | -6.56% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.42% | 22.76% | -4.34% |
VITNX vs. TBCIX - Expense Ratio Comparison
VITNX has a 0.03% expense ratio, which is lower than TBCIX's 0.56% expense ratio.
Dividends
VITNX vs. TBCIX - Dividend Comparison
VITNX's dividend yield for the trailing twelve months is around 2.23%, less than TBCIX's 4.93% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TBCIX T. Rowe Price Blue Chip Growth Fund I Class | 4.93% | 5.20% | 18.28% | 3.47% | 5.84% | 10.03% | 1.18% | 0.59% | 2.50% | 3.05% | 0.81% | 0.00% |
VITNX Vanguard Institutional Total Stock Market Index Fund Institutional Shares | 2.23% | 2.63% | 4.14% | 2.41% | 6.48% | 5.37% | 11.56% | 2.90% | 3.92% | 1.89% | 2.78% | 2.28% |
Frequently Asked Questions
VITNX and TBCIX have a correlation of 0.83, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TBCIX has higher volatility (3.57%) compared to VITNX (2.94%). In terms of maximum drawdown, VITNX dropped -55.32% vs TBCIX's -43.26%.
VITNX currently has the higher Sharpe Ratio (2.47 vs 1.47), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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