MURNX vs. TRBCX

In the year-to-date period, MURNX achieves a 4.26% return, which is significantly higher than TRBCX's 2.14% return.

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MURNX has a 0.08% expense ratio, which is lower than TRBCX's 0.69% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Mutual of America Investment Corporation - 2050 Retirement Fund (MURNX) and T. Rowe Price Blue Chip Growth Fund (TRBCX). 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.

The current MURNX Sharpe Ratio is 0.69, which is comparable to the TRBCX Sharpe Ratio of 0.72. The chart below compares the historical Sharpe Ratios of MURNX and TRBCX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

MURNX's dividend yield for the trailing twelve months is around 7.07%, less than TRBCX's 8.89% yield.

The maximum MURNX drawdown since its inception was -32.96%, smaller than the maximum TRBCX drawdown of -54.56%. Use the drawdown chart below to compare losses from any high point for MURNX and TRBCX.

The current volatility for Mutual of America Investment Corporation - 2050 Retirement Fund (MURNX) is 3.79%, while T. Rowe Price Blue Chip Growth Fund (TRBCX) has a volatility of 5.72%. This indicates that MURNX experiences smaller price fluctuations and is considered to be less risky than TRBCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.