TRPDX vs. DODGX
Compare and contrast key facts about T. Rowe Price Retirement I 2040 Fund (TRPDX) and Dodge & Cox Stock Fund Class I (DODGX).
TRPDX is managed by T. Rowe Price. It was launched on Sep 28, 2015. DODGX is managed by Dodge & Cox. It was launched on Jan 4, 1965.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TRPDX or DODGX.
Correlation
The correlation between TRPDX and DODGX is 0.82, 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
TRPDX vs. DODGX - Performance Comparison
Key characteristics
Returns By Period
TRPDX
N/A
N/A
N/A
N/A
N/A
N/A
DODGX
6.77%
2.96%
3.85%
12.73%
8.62%
5.90%
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TRPDX vs. DODGX - Expense Ratio Comparison
TRPDX has a 0.44% expense ratio, which is lower than DODGX's 0.51% expense ratio.
Risk-Adjusted Performance
TRPDX vs. DODGX — Risk-Adjusted Performance Rank
TRPDX
DODGX
TRPDX vs. DODGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Retirement I 2040 Fund (TRPDX) and Dodge & Cox Stock Fund Class I (DODGX). 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
TRPDX vs. DODGX - Dividend Comparison
TRPDX has not paid dividends to shareholders, while DODGX's dividend yield for the trailing twelve months is around 1.39%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRPDX T. Rowe Price Retirement I 2040 Fund | 0.00% | 0.96% | 3.16% | 6.39% | 2.83% | 3.18% | 4.49% | 4.98% | 3.09% | 1.52% | 1.14% | 0.00% |
DODGX Dodge & Cox Stock Fund Class I | 1.39% | 1.49% | 1.45% | 1.43% | 1.25% | 1.74% | 1.88% | 1.68% | 1.53% | 1.64% | 1.51% | 3.17% |
Drawdowns
TRPDX vs. DODGX - Drawdown Comparison
Volatility
TRPDX vs. DODGX - Volatility Comparison
The current volatility for T. Rowe Price Retirement I 2040 Fund (TRPDX) is 0.00%, while Dodge & Cox Stock Fund Class I (DODGX) has a volatility of 2.60%. This indicates that TRPDX experiences smaller price fluctuations and is considered to be less risky than DODGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.