TRPCX vs. VINIX
Compare and contrast key facts about T. Rowe Price Retirement I 2030 Fund (TRPCX) and Vanguard Institutional Index Fund Institutional Shares (VINIX).
TRPCX is managed by T. Rowe Price. It was launched on Sep 28, 2015. VINIX is managed by Vanguard. It was launched on Jul 31, 1990.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TRPCX or VINIX.
Correlation
The correlation between TRPCX and VINIX is 0.89, 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
TRPCX vs. VINIX - Performance Comparison
Key characteristics
Returns By Period
TRPCX
N/A
N/A
N/A
N/A
N/A
N/A
VINIX
2.41%
-1.09%
6.27%
18.18%
12.06%
11.76%
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TRPCX vs. VINIX - Expense Ratio Comparison
TRPCX has a 0.43% expense ratio, which is higher than VINIX's 0.04% expense ratio.
Risk-Adjusted Performance
TRPCX vs. VINIX — Risk-Adjusted Performance Rank
TRPCX
VINIX
TRPCX vs. VINIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Retirement I 2030 Fund (TRPCX) and Vanguard Institutional Index Fund Institutional Shares (VINIX). 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
TRPCX vs. VINIX - Dividend Comparison
TRPCX has not paid dividends to shareholders, while VINIX's dividend yield for the trailing twelve months is around 1.24%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRPCX T. Rowe Price Retirement I 2030 Fund | 0.00% | 1.01% | 3.75% | 7.00% | 3.65% | 3.41% | 4.19% | 4.67% | 3.02% | 1.57% | 1.05% | 0.00% |
VINIX Vanguard Institutional Index Fund Institutional Shares | 1.24% | 1.27% | 1.47% | 1.74% | 1.28% | 1.59% | 1.91% | 2.13% | 1.82% | 2.07% | 2.45% | 1.88% |
Drawdowns
TRPCX vs. VINIX - Drawdown Comparison
Volatility
TRPCX vs. VINIX - Volatility Comparison
The current volatility for T. Rowe Price Retirement I 2030 Fund (TRPCX) is 0.00%, while Vanguard Institutional Index Fund Institutional Shares (VINIX) has a volatility of 3.43%. This indicates that TRPCX experiences smaller price fluctuations and is considered to be less risky than VINIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.