MMFOX vs. VTI
Compare and contrast key facts about MassMutual Select T. Rowe Price Retirement 2040 Fund (MMFOX) and Vanguard Total Stock Market ETF (VTI).
MMFOX is managed by T. Rowe Price. It was launched on Feb 15, 2018. VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MMFOX or VTI.
Correlation
The correlation between MMFOX and VTI 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
MMFOX vs. VTI - Performance Comparison
Key characteristics
MMFOX:
0.48
VTI:
1.91
MMFOX:
0.62
VTI:
2.58
MMFOX:
1.13
VTI:
1.35
MMFOX:
0.29
VTI:
2.89
MMFOX:
1.54
VTI:
11.50
MMFOX:
4.58%
VTI:
2.16%
MMFOX:
14.80%
VTI:
12.93%
MMFOX:
-34.50%
VTI:
-55.45%
MMFOX:
-19.58%
VTI:
-0.11%
Returns By Period
In the year-to-date period, MMFOX achieves a 4.47% return, which is significantly higher than VTI's 4.15% return.
MMFOX
4.47%
2.87%
-3.19%
5.34%
1.67%
N/A
VTI
4.15%
1.90%
11.19%
23.12%
13.76%
12.72%
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MMFOX vs. VTI - Expense Ratio Comparison
MMFOX has a 0.41% expense ratio, which is higher than VTI's 0.03% expense ratio.
Risk-Adjusted Performance
MMFOX vs. VTI — Risk-Adjusted Performance Rank
MMFOX
VTI
MMFOX vs. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MassMutual Select T. Rowe Price Retirement 2040 Fund (MMFOX) and Vanguard Total Stock Market ETF (VTI). 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
MMFOX vs. VTI - Dividend Comparison
MMFOX's dividend yield for the trailing twelve months is around 3.41%, more than VTI's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MMFOX MassMutual Select T. Rowe Price Retirement 2040 Fund | 3.41% | 3.57% | 1.88% | 1.81% | 4.14% | 1.36% | 1.90% | 1.78% | 0.00% | 0.00% | 0.00% | 0.00% |
VTI Vanguard Total Stock Market ETF | 1.22% | 1.27% | 1.44% | 1.66% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% |
Drawdowns
MMFOX vs. VTI - Drawdown Comparison
The maximum MMFOX drawdown since its inception was -34.50%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for MMFOX and VTI. For additional features, visit the drawdowns tool.
Volatility
MMFOX vs. VTI - Volatility Comparison
The current volatility for MassMutual Select T. Rowe Price Retirement 2040 Fund (MMFOX) is 2.62%, while Vanguard Total Stock Market ETF (VTI) has a volatility of 3.14%. This indicates that MMFOX experiences smaller price fluctuations and is considered to be less risky than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.