WBCIX vs. TRLGX
Compare and contrast key facts about William Blair Small-Mid Cap Core Fund (WBCIX) and T. Rowe Price Large-Cap Growth Fund (TRLGX).
WBCIX is managed by William Blair. It was launched on Oct 1, 2019. TRLGX is managed by T. Rowe Price. It was launched on Oct 31, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WBCIX or TRLGX.
Correlation
The correlation between WBCIX and TRLGX is 0.73, 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
WBCIX vs. TRLGX - Performance Comparison
Key characteristics
WBCIX:
-0.09
TRLGX:
0.15
WBCIX:
0.02
TRLGX:
0.37
WBCIX:
1.00
TRLGX:
1.05
WBCIX:
-0.08
TRLGX:
0.16
WBCIX:
-0.28
TRLGX:
0.65
WBCIX:
6.76%
TRLGX:
5.26%
WBCIX:
21.22%
TRLGX:
22.96%
WBCIX:
-39.56%
TRLGX:
-55.56%
WBCIX:
-19.44%
TRLGX:
-16.67%
Returns By Period
As of year-to-date, both investments have demonstrated similar returns, with WBCIX at -12.96% and TRLGX at -12.96%.
WBCIX
-12.96%
-7.43%
-15.18%
-1.04%
12.11%
N/A
TRLGX
-12.96%
-7.85%
-10.53%
4.69%
13.93%
14.15%
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WBCIX vs. TRLGX - Expense Ratio Comparison
WBCIX has a 1.25% expense ratio, which is higher than TRLGX's 0.55% expense ratio.
Risk-Adjusted Performance
WBCIX vs. TRLGX — Risk-Adjusted Performance Rank
WBCIX
TRLGX
WBCIX vs. TRLGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for William Blair Small-Mid Cap Core Fund (WBCIX) and T. Rowe Price Large-Cap Growth Fund (TRLGX). 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
WBCIX vs. TRLGX - Dividend Comparison
WBCIX's dividend yield for the trailing twelve months is around 0.12%, less than TRLGX's 5.63% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WBCIX William Blair Small-Mid Cap Core Fund | 0.12% | 0.11% | 0.14% | 0.00% | 0.00% | 0.00% | 0.07% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
TRLGX T. Rowe Price Large-Cap Growth Fund | 5.63% | 4.90% | 2.04% | 3.88% | 2.56% | 0.42% | 7.76% | 7.93% | 9.27% | 1.64% | 4.71% | 7.64% |
Drawdowns
WBCIX vs. TRLGX - Drawdown Comparison
The maximum WBCIX drawdown since its inception was -39.56%, smaller than the maximum TRLGX drawdown of -55.56%. Use the drawdown chart below to compare losses from any high point for WBCIX and TRLGX. For additional features, visit the drawdowns tool.
Volatility
WBCIX vs. TRLGX - Volatility Comparison
The current volatility for William Blair Small-Mid Cap Core Fund (WBCIX) is 13.64%, while T. Rowe Price Large-Cap Growth Fund (TRLGX) has a volatility of 15.44%. This indicates that WBCIX experiences smaller price fluctuations and is considered to be less risky than TRLGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.