Correlation
The correlation between TRPDX and VFIAX 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.
TRPDX vs. VFIAX
Compare and contrast key facts about T. Rowe Price Retirement I 2040 Fund (TRPDX) and Vanguard 500 Index Fund Admiral Shares (VFIAX).
TRPDX is managed by T. Rowe Price. It was launched on Sep 28, 2015. 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: TRPDX or VFIAX.
Performance
TRPDX vs. VFIAX - Performance Comparison
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Key characteristics
Returns By Period
TRPDX
N/A
N/A
N/A
N/A
N/A
N/A
N/A
VFIAX
1.04%
5.62%
-1.37%
13.48%
14.36%
15.89%
12.80%
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TRPDX vs. VFIAX - Expense Ratio Comparison
TRPDX has a 0.44% expense ratio, which is higher than VFIAX's 0.04% expense ratio.
Risk-Adjusted Performance
TRPDX vs. VFIAX — Risk-Adjusted Performance Rank
TRPDX
VFIAX
TRPDX vs. VFIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Retirement I 2040 Fund (TRPDX) 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.
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Dividends
TRPDX vs. VFIAX - Dividend Comparison
TRPDX has not paid dividends to shareholders, while VFIAX's dividend yield for the trailing twelve months is around 1.28%.
| 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% |
VFIAX Vanguard 500 Index Fund Admiral Shares | 1.28% | 1.24% | 1.45% | 1.68% | 1.24% | 1.53% | 1.87% | 2.05% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
TRPDX vs. VFIAX - Drawdown Comparison
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Volatility
TRPDX vs. VFIAX - Volatility Comparison
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