TRPDX vs. RGAGX
Compare and contrast key facts about T. Rowe Price Retirement I 2040 Fund (TRPDX) and American Funds The Growth Fund of America Class R-6 (RGAGX).
TRPDX is managed by T. Rowe Price. It was launched on Sep 28, 2015. RGAGX is managed by American Funds. It was launched on Dec 1, 1973.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TRPDX or RGAGX.
Correlation
The correlation between TRPDX and RGAGX is 0.87, 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. RGAGX - Performance Comparison
Key characteristics
Returns By Period
TRPDX
N/A
N/A
N/A
N/A
N/A
N/A
RGAGX
6.69%
4.33%
7.32%
17.62%
8.39%
6.93%
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TRPDX vs. RGAGX - Expense Ratio Comparison
TRPDX has a 0.44% expense ratio, which is higher than RGAGX's 0.30% expense ratio.
Risk-Adjusted Performance
TRPDX vs. RGAGX — Risk-Adjusted Performance Rank
TRPDX
RGAGX
TRPDX vs. RGAGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Retirement I 2040 Fund (TRPDX) and American Funds The Growth Fund of America Class R-6 (RGAGX). 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. RGAGX - Dividend Comparison
TRPDX has not paid dividends to shareholders, while RGAGX's dividend yield for the trailing twelve months is around 0.68%.
| 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% |
RGAGX American Funds The Growth Fund of America Class R-6 | 0.68% | 0.73% | 0.89% | 0.72% | 0.40% | 0.53% | 1.26% | 1.09% | 0.82% | 0.93% | 1.00% | 10.99% |
Drawdowns
TRPDX vs. RGAGX - Drawdown Comparison
Volatility
TRPDX vs. RGAGX - Volatility Comparison
The current volatility for T. Rowe Price Retirement I 2040 Fund (TRPDX) is 0.00%, while American Funds The Growth Fund of America Class R-6 (RGAGX) has a volatility of 3.90%. This indicates that TRPDX experiences smaller price fluctuations and is considered to be less risky than RGAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.