PRFDX vs. AABTX
Compare and contrast key facts about T. Rowe Price Equity Income Fund (PRFDX) and American Funds 2015 Target Date Retirement Fund (AABTX).
PRFDX is managed by T. Rowe Price. It was launched on Oct 31, 1985. AABTX is managed by American Funds. It was launched on Jan 31, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PRFDX or AABTX.
Correlation
The correlation between PRFDX and AABTX is 0.91, 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
PRFDX vs. AABTX - Performance Comparison
Key characteristics
PRFDX:
-0.16
AABTX:
0.95
PRFDX:
-0.10
AABTX:
1.29
PRFDX:
0.98
AABTX:
1.19
PRFDX:
-0.14
AABTX:
1.05
PRFDX:
-0.41
AABTX:
3.66
PRFDX:
6.67%
AABTX:
1.84%
PRFDX:
17.08%
AABTX:
7.11%
PRFDX:
-61.32%
AABTX:
-43.94%
PRFDX:
-13.31%
AABTX:
-2.37%
Returns By Period
In the year-to-date period, PRFDX achieves a -1.24% return, which is significantly lower than AABTX's 2.05% return. Over the past 10 years, PRFDX has underperformed AABTX with an annualized return of 2.49%, while AABTX has yielded a comparatively higher 3.07% annualized return.
PRFDX
-1.24%
-5.43%
-9.67%
-2.51%
8.83%
2.49%
AABTX
2.05%
-0.40%
-1.02%
6.81%
4.39%
3.07%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PRFDX vs. AABTX - Expense Ratio Comparison
PRFDX has a 0.63% expense ratio, which is higher than AABTX's 0.33% expense ratio.
Risk-Adjusted Performance
PRFDX vs. AABTX — Risk-Adjusted Performance Rank
PRFDX
AABTX
PRFDX vs. AABTX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Equity Income Fund (PRFDX) and American Funds 2015 Target Date Retirement Fund (AABTX). 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
PRFDX vs. AABTX - Dividend Comparison
PRFDX's dividend yield for the trailing twelve months is around 2.07%, less than AABTX's 2.89% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRFDX T. Rowe Price Equity Income Fund | 2.07% | 2.12% | 2.09% | 2.13% | 1.75% | 2.18% | 2.37% | 2.67% | 2.01% | 2.32% | 2.28% | 2.01% |
AABTX American Funds 2015 Target Date Retirement Fund | 2.89% | 2.95% | 2.74% | 2.56% | 1.53% | 2.47% | 2.04% | 2.05% | 1.63% | 1.68% | 1.22% | 5.32% |
Drawdowns
PRFDX vs. AABTX - Drawdown Comparison
The maximum PRFDX drawdown since its inception was -61.32%, which is greater than AABTX's maximum drawdown of -43.94%. Use the drawdown chart below to compare losses from any high point for PRFDX and AABTX. For additional features, visit the drawdowns tool.
Volatility
PRFDX vs. AABTX - Volatility Comparison
T. Rowe Price Equity Income Fund (PRFDX) has a higher volatility of 11.79% compared to American Funds 2015 Target Date Retirement Fund (AABTX) at 4.34%. This indicates that PRFDX's price experiences larger fluctuations and is considered to be riskier than AABTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.