MMTRX vs. VITSX
Compare and contrast key facts about MassMutual Select T. Rowe Price Retirement 2030 Fund (MMTRX) and Vanguard Total Stock Market Index Fund Institutional Shares (VITSX).
MMTRX is managed by T. Rowe Price. It was launched on Feb 15, 2018. VITSX is managed by Vanguard. It was launched on Jul 7, 1997.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MMTRX or VITSX.
Correlation
The correlation between MMTRX and VITSX 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
MMTRX vs. VITSX - Performance Comparison
Key characteristics
MMTRX:
0.71
VITSX:
1.90
MMTRX:
0.91
VITSX:
2.54
MMTRX:
1.15
VITSX:
1.35
MMTRX:
0.79
VITSX:
2.87
MMTRX:
4.94
VITSX:
12.37
MMTRX:
1.38%
VITSX:
1.99%
MMTRX:
9.70%
VITSX:
12.93%
MMTRX:
-28.45%
VITSX:
-55.31%
MMTRX:
-7.57%
VITSX:
-4.06%
Returns By Period
In the year-to-date period, MMTRX achieves a 6.17% return, which is significantly lower than VITSX's 23.58% return.
MMTRX
6.17%
-5.37%
-0.98%
7.83%
6.30%
N/A
VITSX
23.58%
-0.42%
8.50%
23.69%
13.89%
12.47%
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MMTRX vs. VITSX - Expense Ratio Comparison
MMTRX has a 0.37% expense ratio, which is higher than VITSX's 0.03% expense ratio.
Risk-Adjusted Performance
MMTRX vs. VITSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MassMutual Select T. Rowe Price Retirement 2030 Fund (MMTRX) and Vanguard Total Stock Market Index Fund Institutional Shares (VITSX). 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
MMTRX vs. VITSX - Dividend Comparison
MMTRX has not paid dividends to shareholders, while VITSX's dividend yield for the trailing twelve months is around 1.29%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MMTRX MassMutual Select T. Rowe Price Retirement 2030 Fund | 0.00% | 2.27% | 2.98% | 3.75% | 1.72% | 2.14% | 2.06% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VITSX Vanguard Total Stock Market Index Fund Institutional Shares | 0.94% | 1.44% | 1.66% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.93% | 1.99% | 1.77% | 1.75% |
Drawdowns
MMTRX vs. VITSX - Drawdown Comparison
The maximum MMTRX drawdown since its inception was -28.45%, smaller than the maximum VITSX drawdown of -55.31%. Use the drawdown chart below to compare losses from any high point for MMTRX and VITSX. For additional features, visit the drawdowns tool.
Volatility
MMTRX vs. VITSX - Volatility Comparison
MassMutual Select T. Rowe Price Retirement 2030 Fund (MMTRX) has a higher volatility of 6.20% compared to Vanguard Total Stock Market Index Fund Institutional Shares (VITSX) at 3.89%. This indicates that MMTRX's price experiences larger fluctuations and is considered to be riskier than VITSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.