BIGRX vs. TRRNX
Compare and contrast key facts about American Century Disciplined Core Value Fund (BIGRX) and T. Rowe Price Retirement 2055 Fund (TRRNX).
BIGRX is managed by American Century Investments. It was launched on Dec 17, 1990. TRRNX is managed by T. Rowe Price. It was launched on Dec 28, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BIGRX or TRRNX.
Key characteristics
| BIGRX | TRRNX | |
|---|---|---|
| YTD Return | 4.58% | 4.40% |
| 1Y Return | 16.74% | 18.50% |
| 3Y Return (Ann) | 2.49% | 2.79% |
| 5Y Return (Ann) | 8.21% | 9.00% |
| 10Y Return (Ann) | 8.46% | 8.53% |
| Sharpe Ratio | 1.38 | 1.56 |
| Daily Std Dev | 10.87% | 11.08% |
| Max Drawdown | -58.04% | -53.59% |
| Current Drawdown | -5.38% | -3.70% |
Correlation
The correlation between BIGRX and TRRNX is 0.93, 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
BIGRX vs. TRRNX - Performance Comparison
The year-to-date returns for both stocks are quite close, with BIGRX having a 4.58% return and TRRNX slightly lower at 4.40%. Both investments have delivered pretty close results over the past 10 years, with BIGRX having a 8.46% annualized return and TRRNX not far ahead at 8.53%. 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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BIGRX vs. TRRNX - Expense Ratio Comparison
Both BIGRX and TRRNX have an expense ratio of 0.65%.
Risk-Adjusted Performance
BIGRX vs. TRRNX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Disciplined Core Value Fund (BIGRX) and T. Rowe Price Retirement 2055 Fund (TRRNX). 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
BIGRX vs. TRRNX - Dividend Comparison
BIGRX's dividend yield for the trailing twelve months is around 1.48%, less than TRRNX's 3.65% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIGRX American Century Disciplined Core Value Fund | 1.48% | 1.55% | 2.22% | 28.04% | 16.19% | 3.90% | 12.86% | 9.32% | 3.91% | 9.22% | 7.48% | 2.02% |
TRRNX T. Rowe Price Retirement 2055 Fund | 3.65% | 3.81% | 7.01% | 5.83% | 3.40% | 5.41% | 7.55% | 3.40% | 3.99% | 4.84% | 3.16% | 2.55% |
Drawdowns
BIGRX vs. TRRNX - Drawdown Comparison
The maximum BIGRX drawdown since its inception was -58.04%, which is greater than TRRNX's maximum drawdown of -53.59%. Use the drawdown chart below to compare losses from any high point for BIGRX and TRRNX. For additional features, visit the drawdowns tool.
Volatility
BIGRX vs. TRRNX - Volatility Comparison
The current volatility for American Century Disciplined Core Value Fund (BIGRX) is 3.32%, while T. Rowe Price Retirement 2055 Fund (TRRNX) has a volatility of 3.55%. This indicates that BIGRX experiences smaller price fluctuations and is considered to be less risky than TRRNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.