RPBAX vs. VFIAX
Compare and contrast key facts about T. Rowe Price Balanced Fund (RPBAX) and Vanguard 500 Index Fund Admiral Shares (VFIAX).
RPBAX is managed by T. Rowe Price. It was launched on Dec 29, 1939. VFIAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RPBAX or VFIAX.
Correlation
The correlation between RPBAX and VFIAX is 0.95, 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
RPBAX vs. VFIAX - Performance Comparison
Key characteristics
RPBAX:
0.87
VFIAX:
1.93
RPBAX:
1.08
VFIAX:
2.58
RPBAX:
1.19
VFIAX:
1.35
RPBAX:
0.66
VFIAX:
2.93
RPBAX:
3.34
VFIAX:
12.12
RPBAX:
2.73%
VFIAX:
2.04%
RPBAX:
10.53%
VFIAX:
12.84%
RPBAX:
-44.62%
VFIAX:
-55.20%
RPBAX:
-5.62%
VFIAX:
-0.55%
Returns By Period
The year-to-date returns for both stocks are quite close, with RPBAX having a 3.54% return and VFIAX slightly lower at 3.52%. Over the past 10 years, RPBAX has underperformed VFIAX with an annualized return of 3.63%, while VFIAX has yielded a comparatively higher 13.52% annualized return.
RPBAX
3.54%
3.11%
2.44%
8.31%
3.23%
3.63%
VFIAX
3.52%
3.02%
15.11%
23.41%
14.60%
13.52%
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RPBAX vs. VFIAX - Expense Ratio Comparison
RPBAX has a 0.57% expense ratio, which is higher than VFIAX's 0.04% expense ratio.
Risk-Adjusted Performance
RPBAX vs. VFIAX — Risk-Adjusted Performance Rank
RPBAX
VFIAX
RPBAX vs. VFIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Balanced Fund (RPBAX) and Vanguard 500 Index Fund Admiral Shares (VFIAX). 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
RPBAX vs. VFIAX - Dividend Comparison
RPBAX's dividend yield for the trailing twelve months is around 2.14%, more than VFIAX's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RPBAX T. Rowe Price Balanced Fund | 2.14% | 2.22% | 2.05% | 1.98% | 1.35% | 1.51% | 2.00% | 2.34% | 1.81% | 2.00% | 2.19% | 2.10% |
VFIAX Vanguard 500 Index Fund Admiral Shares | 1.19% | 1.24% | 1.45% | 1.68% | 1.24% | 1.53% | 1.87% | 2.05% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
RPBAX vs. VFIAX - Drawdown Comparison
The maximum RPBAX drawdown since its inception was -44.62%, smaller than the maximum VFIAX drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for RPBAX and VFIAX. For additional features, visit the drawdowns tool.
Volatility
RPBAX vs. VFIAX - Volatility Comparison
The current volatility for T. Rowe Price Balanced Fund (RPBAX) is 2.55%, while Vanguard 500 Index Fund Admiral Shares (VFIAX) has a volatility of 3.90%. This indicates that RPBAX experiences smaller price fluctuations and is considered to be less risky than VFIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.