PRDGX vs. TRRJX
Compare and contrast key facts about T. Rowe Price Dividend Growth Fund, Inc. (PRDGX) and T. Rowe Price Retirement 2035 Fund (TRRJX).
PRDGX is managed by T. Rowe Price. It was launched on Dec 30, 1992. TRRJX is managed by T. Rowe Price. It was launched on Feb 27, 2004.
Performance
PRDGX vs. TRRJX - Performance Comparison
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PRDGX vs. TRRJX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PRDGX T. Rowe Price Dividend Growth Fund, Inc. | -0.55% | 14.74% | 13.48% | 13.68% | -10.22% | 26.03% | 13.92% | 31.76% | -1.06% | 18.89% |
TRRJX T. Rowe Price Retirement 2035 Fund | -0.81% | 10.96% | 11.99% | 18.14% | -17.96% | 15.21% | 17.04% | 23.72% | -6.95% | 20.89% |
Returns By Period
In the year-to-date period, PRDGX achieves a -0.55% return, which is significantly higher than TRRJX's -0.81% return. Over the past 10 years, PRDGX has outperformed TRRJX with an annualized return of 12.31%, while TRRJX has yielded a comparatively lower 8.99% annualized return.
PRDGX
- 1D
- 1.97%
- 1M
- -5.22%
- YTD
- -0.55%
- 6M
- 1.72%
- 1Y
- 11.40%
- 3Y*
- 13.02%
- 5Y*
- 9.49%
- 10Y*
- 12.31%
TRRJX
- 1D
- 2.20%
- 1M
- -5.39%
- YTD
- -0.81%
- 6M
- -3.17%
- 1Y
- 9.13%
- 3Y*
- 11.25%
- 5Y*
- 5.33%
- 10Y*
- 8.99%
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PRDGX vs. TRRJX - Expense Ratio Comparison
PRDGX has a 0.62% expense ratio, which is higher than TRRJX's 0.59% expense ratio.
Return for Risk
PRDGX vs. TRRJX — Risk / Return Rank
PRDGX
TRRJX
PRDGX vs. TRRJX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Dividend Growth Fund, Inc. (PRDGX) and T. Rowe Price Retirement 2035 Fund (TRRJX). 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.
| PRDGX | TRRJX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.77 | 0.72 | +0.06 |
Sortino ratioReturn per unit of downside risk | 1.17 | 1.07 | +0.11 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.16 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.13 | 0.77 | +0.36 |
Martin ratioReturn relative to average drawdown | 5.36 | 3.24 | +2.11 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PRDGX | TRRJX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.77 | 0.72 | +0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.68 | 0.42 | +0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | 0.67 | +0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.65 | 0.48 | +0.17 |
Correlation
The correlation between PRDGX and TRRJX 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.
Dividends
PRDGX vs. TRRJX - Dividend Comparison
PRDGX's dividend yield for the trailing twelve months is around 8.14%, while TRRJX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRDGX T. Rowe Price Dividend Growth Fund, Inc. | 8.14% | 8.02% | 4.66% | 2.78% | 3.81% | 2.00% | 1.03% | 2.33% | 3.67% | 1.82% | 3.07% | 7.57% |
TRRJX T. Rowe Price Retirement 2035 Fund | 0.00% | 0.00% | 2.36% | 4.68% | 9.67% | 6.89% | 4.80% | 5.68% | 8.55% | 3.80% | 2.89% | 4.05% |
Drawdowns
PRDGX vs. TRRJX - Drawdown Comparison
The maximum PRDGX drawdown since its inception was -49.79%, smaller than the maximum TRRJX drawdown of -53.57%. Use the drawdown chart below to compare losses from any high point for PRDGX and TRRJX.
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Drawdown Indicators
| PRDGX | TRRJX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.79% | -53.57% | +3.78% |
Max Drawdown (1Y)Largest decline over 1 year | -11.28% | -9.61% | -1.67% |
Max Drawdown (5Y)Largest decline over 5 years | -19.31% | -25.85% | +6.54% |
Max Drawdown (10Y)Largest decline over 10 years | -33.18% | -30.14% | -3.04% |
Current DrawdownCurrent decline from peak | -5.50% | -6.04% | +0.54% |
Average DrawdownAverage peak-to-trough decline | -5.44% | -6.69% | +1.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.37% | 2.53% | -0.16% |
Volatility
PRDGX vs. TRRJX - Volatility Comparison
The current volatility for T. Rowe Price Dividend Growth Fund, Inc. (PRDGX) is 4.13%, while T. Rowe Price Retirement 2035 Fund (TRRJX) has a volatility of 4.87%. This indicates that PRDGX experiences smaller price fluctuations and is considered to be less risky than TRRJX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PRDGX | TRRJX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.13% | 4.87% | -0.74% |
Volatility (6M)Calculated over the trailing 6-month period | 7.61% | 8.45% | -0.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.09% | 13.57% | +1.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.08% | 12.81% | +1.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.87% | 13.52% | +2.35% |