FMRHX vs. TRRHX
Compare and contrast key facts about Fidelity Simplicity RMD 2025 Fund (FMRHX) and T. Rowe Price Retirement 2025 Fund (TRRHX).
FMRHX is managed by Fidelity. It was launched on Aug 16, 2019. TRRHX is managed by T. Rowe Price. It was launched on Feb 27, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FMRHX or TRRHX.
Correlation
The correlation between FMRHX and TRRHX is 0.92, 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
FMRHX vs. TRRHX - Performance Comparison
Key characteristics
FMRHX:
0.88
TRRHX:
1.47
FMRHX:
1.26
TRRHX:
2.06
FMRHX:
1.17
TRRHX:
1.27
FMRHX:
0.59
TRRHX:
0.44
FMRHX:
3.39
TRRHX:
6.12
FMRHX:
2.00%
TRRHX:
1.68%
FMRHX:
7.71%
TRRHX:
6.97%
FMRHX:
-27.13%
TRRHX:
-53.06%
FMRHX:
-4.68%
TRRHX:
-15.51%
Returns By Period
In the year-to-date period, FMRHX achieves a -0.98% return, which is significantly lower than TRRHX's 3.50% return.
FMRHX
-0.98%
0.00%
-1.60%
6.56%
2.84%
N/A
TRRHX
3.50%
1.42%
2.47%
10.40%
0.74%
2.39%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FMRHX vs. TRRHX - Expense Ratio Comparison
FMRHX has a 0.61% expense ratio, which is higher than TRRHX's 0.55% expense ratio.
Risk-Adjusted Performance
FMRHX vs. TRRHX — Risk-Adjusted Performance Rank
FMRHX
TRRHX
FMRHX vs. TRRHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Simplicity RMD 2025 Fund (FMRHX) and T. Rowe Price Retirement 2025 Fund (TRRHX). 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
FMRHX vs. TRRHX - Dividend Comparison
FMRHX's dividend yield for the trailing twelve months is around 2.28%, less than TRRHX's 2.42% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FMRHX Fidelity Simplicity RMD 2025 Fund | 2.28% | 2.28% | 2.04% | 2.87% | 2.33% | 0.98% | 0.41% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
TRRHX T. Rowe Price Retirement 2025 Fund | 2.42% | 2.50% | 2.30% | 2.41% | 1.40% | 1.29% | 2.02% | 2.07% | 1.65% | 1.74% | 1.74% | 1.59% |
Drawdowns
FMRHX vs. TRRHX - Drawdown Comparison
The maximum FMRHX drawdown since its inception was -27.13%, smaller than the maximum TRRHX drawdown of -53.06%. Use the drawdown chart below to compare losses from any high point for FMRHX and TRRHX. For additional features, visit the drawdowns tool.
Volatility
FMRHX vs. TRRHX - Volatility Comparison
The current volatility for Fidelity Simplicity RMD 2025 Fund (FMRHX) is 0.00%, while T. Rowe Price Retirement 2025 Fund (TRRHX) has a volatility of 1.62%. This indicates that FMRHX experiences smaller price fluctuations and is considered to be less risky than TRRHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.