PAEKX vs. TRBCX
Compare and contrast key facts about Putnam Retirement Advantage 2050 Fund (PAEKX) and T. Rowe Price Blue Chip Growth Fund (TRBCX).
PAEKX is managed by Putnam. It was launched on Dec 30, 2019. TRBCX is managed by T. Rowe Price. It was launched on Jun 30, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PAEKX or TRBCX.
Correlation
The correlation between PAEKX and TRBCX is 0.87, 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
PAEKX vs. TRBCX - Performance Comparison
Key characteristics
PAEKX:
1.73
TRBCX:
1.60
PAEKX:
2.36
TRBCX:
2.17
PAEKX:
1.32
TRBCX:
1.29
PAEKX:
1.15
TRBCX:
2.24
PAEKX:
9.35
TRBCX:
8.45
PAEKX:
1.99%
TRBCX:
3.42%
PAEKX:
10.78%
TRBCX:
18.05%
PAEKX:
-32.80%
TRBCX:
-54.56%
PAEKX:
-0.47%
TRBCX:
-0.30%
Returns By Period
The year-to-date returns for both investments are quite close, with PAEKX having a 4.61% return and TRBCX slightly higher at 4.75%.
PAEKX
4.61%
2.79%
6.02%
19.68%
6.12%
N/A
TRBCX
4.75%
2.80%
12.32%
31.16%
14.08%
14.72%
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PAEKX vs. TRBCX - Expense Ratio Comparison
PAEKX has a 0.45% expense ratio, which is lower than TRBCX's 0.69% expense ratio.
Risk-Adjusted Performance
PAEKX vs. TRBCX — Risk-Adjusted Performance Rank
PAEKX
TRBCX
PAEKX vs. TRBCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Putnam Retirement Advantage 2050 Fund (PAEKX) 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.
Dividends
PAEKX vs. TRBCX - Dividend Comparison
PAEKX's dividend yield for the trailing twelve months is around 4.53%, less than TRBCX's 8.67% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PAEKX Putnam Retirement Advantage 2050 Fund | 4.53% | 4.74% | 2.84% | 1.08% | 6.68% | 0.92% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
TRBCX T. Rowe Price Blue Chip Growth Fund | 8.67% | 9.08% | 3.49% | 5.87% | 9.38% | 1.19% | 0.36% | 2.44% | 2.94% | 0.67% | 3.26% | 4.85% |
Drawdowns
PAEKX vs. TRBCX - Drawdown Comparison
The maximum PAEKX drawdown since its inception was -32.80%, smaller than the maximum TRBCX drawdown of -54.56%. Use the drawdown chart below to compare losses from any high point for PAEKX and TRBCX. For additional features, visit the drawdowns tool.
Volatility
PAEKX vs. TRBCX - Volatility Comparison
The current volatility for Putnam Retirement Advantage 2050 Fund (PAEKX) is 2.59%, while T. Rowe Price Blue Chip Growth Fund (TRBCX) has a volatility of 5.10%. This indicates that PAEKX 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.