TRPDX vs. VSMGX
Compare and contrast key facts about T. Rowe Price Retirement I 2040 Fund (TRPDX) and Vanguard LifeStrategy Moderate Growth Fund (VSMGX).
TRPDX is managed by T. Rowe Price. It was launched on Sep 28, 2015. VSMGX is managed by Vanguard. It was launched on Sep 30, 1994.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TRPDX or VSMGX.
Correlation
The correlation between TRPDX and VSMGX 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.
Performance
TRPDX vs. VSMGX - Performance Comparison
Key characteristics
Returns By Period
TRPDX
N/A
N/A
N/A
N/A
N/A
N/A
VSMGX
3.45%
1.57%
0.23%
8.47%
4.25%
5.11%
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TRPDX vs. VSMGX - Expense Ratio Comparison
TRPDX has a 0.44% expense ratio, which is higher than VSMGX's 0.13% expense ratio.
Risk-Adjusted Performance
TRPDX vs. VSMGX — Risk-Adjusted Performance Rank
TRPDX
VSMGX
TRPDX vs. VSMGX - 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 LifeStrategy Moderate Growth Fund (VSMGX). 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. VSMGX - Dividend Comparison
TRPDX has not paid dividends to shareholders, while VSMGX's dividend yield for the trailing twelve months is around 2.77%.
| 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% |
VSMGX Vanguard LifeStrategy Moderate Growth Fund | 2.77% | 2.86% | 2.63% | 2.10% | 1.91% | 1.71% | 2.45% | 2.65% | 2.15% | 2.22% | 2.19% | 2.10% |
Drawdowns
TRPDX vs. VSMGX - Drawdown Comparison
Volatility
TRPDX vs. VSMGX - Volatility Comparison
The current volatility for T. Rowe Price Retirement I 2040 Fund (TRPDX) is 0.00%, while Vanguard LifeStrategy Moderate Growth Fund (VSMGX) has a volatility of 1.82%. This indicates that TRPDX experiences smaller price fluctuations and is considered to be less risky than VSMGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.