Correlation
The correlation between TBLEX and AADTX is 0.90, 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.
TBLEX vs. AADTX
Compare and contrast key facts about T. Rowe Price Retirement Blend 2025 Fund (TBLEX) and American Funds 2025 Target Date Retirement Fund (AADTX).
TBLEX is managed by T. Rowe Price. It was launched on Jul 25, 2021. AADTX 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: TBLEX or AADTX.
Performance
TBLEX vs. AADTX - Performance Comparison
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Key characteristics
TBLEX:
0.98
AADTX:
1.42
TBLEX:
1.30
AADTX:
1.84
TBLEX:
1.19
AADTX:
1.26
TBLEX:
0.97
AADTX:
1.60
TBLEX:
4.20
AADTX:
7.27
TBLEX:
2.06%
AADTX:
1.42%
TBLEX:
9.63%
AADTX:
7.84%
TBLEX:
-22.24%
AADTX:
-48.63%
TBLEX:
-0.10%
AADTX:
0.00%
Returns By Period
In the year-to-date period, TBLEX achieves a 3.73% return, which is significantly lower than AADTX's 4.77% return.
TBLEX
3.73%
2.69%
0.95%
8.75%
7.27%
N/A
N/A
AADTX
4.77%
2.39%
2.75%
10.38%
6.78%
7.16%
6.48%
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TBLEX vs. AADTX - Expense Ratio Comparison
TBLEX has a 0.22% expense ratio, which is lower than AADTX's 0.34% expense ratio.
Risk-Adjusted Performance
TBLEX vs. AADTX — Risk-Adjusted Performance Rank
TBLEX
AADTX
TBLEX vs. AADTX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Retirement Blend 2025 Fund (TBLEX) and American Funds 2025 Target Date Retirement Fund (AADTX). 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.
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Dividends
TBLEX vs. AADTX - Dividend Comparison
TBLEX's dividend yield for the trailing twelve months is around 2.62%, less than AADTX's 4.95% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TBLEX T. Rowe Price Retirement Blend 2025 Fund | 2.62% | 2.72% | 2.41% | 3.08% | 2.07% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AADTX American Funds 2025 Target Date Retirement Fund | 4.95% | 5.19% | 3.05% | 3.96% | 6.25% | 3.57% | 3.68% | 4.06% | 2.38% | 3.12% | 5.82% | 3.60% |
Drawdowns
TBLEX vs. AADTX - Drawdown Comparison
The maximum TBLEX drawdown since its inception was -22.24%, smaller than the maximum AADTX drawdown of -48.63%. Use the drawdown chart below to compare losses from any high point for TBLEX and AADTX.
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Volatility
TBLEX vs. AADTX - Volatility Comparison
T. Rowe Price Retirement Blend 2025 Fund (TBLEX) has a higher volatility of 2.05% compared to American Funds 2025 Target Date Retirement Fund (AADTX) at 1.78%. This indicates that TBLEX's price experiences larger fluctuations and is considered to be riskier than AADTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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