TRPHX vs. AADTX
Compare and contrast key facts about T. Rowe Price Retirement I 2025 Fund (TRPHX) and American Funds 2025 Target Date Retirement Fund (AADTX).
TRPHX is managed by T. Rowe Price. It was launched on Sep 28, 2015. AADTX is managed by American Funds. It was launched on Jan 31, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TRPHX or AADTX.
Correlation
The correlation between TRPHX and AADTX is 0.86, 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
TRPHX vs. AADTX - Performance Comparison
Key characteristics
Returns By Period
TRPHX
N/A
N/A
N/A
N/A
N/A
N/A
AADTX
1.59%
-0.71%
-1.72%
6.76%
4.93%
3.50%
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TRPHX vs. AADTX - Expense Ratio Comparison
TRPHX has a 0.39% expense ratio, which is higher than AADTX's 0.34% expense ratio.
Risk-Adjusted Performance
TRPHX vs. AADTX — Risk-Adjusted Performance Rank
TRPHX
AADTX
TRPHX vs. AADTX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Retirement I 2025 Fund (TRPHX) and American Funds 2025 Target Date Retirement Fund (AADTX). 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
TRPHX vs. AADTX - Dividend Comparison
TRPHX has not paid dividends to shareholders, while AADTX's dividend yield for the trailing twelve months is around 2.56%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRPHX T. Rowe Price Retirement I 2025 Fund | 0.00% | 1.09% | 3.87% | 8.39% | 3.81% | 3.30% | 3.74% | 4.32% | 3.00% | 1.54% | 0.96% | 0.00% |
AADTX American Funds 2025 Target Date Retirement Fund | 2.56% | 2.60% | 2.36% | 2.15% | 1.08% | 1.68% | 1.48% | 1.47% | 1.11% | 1.20% | 0.92% | 4.75% |
Drawdowns
TRPHX vs. AADTX - Drawdown Comparison
Volatility
TRPHX vs. AADTX - Volatility Comparison
The current volatility for T. Rowe Price Retirement I 2025 Fund (TRPHX) is 0.00%, while American Funds 2025 Target Date Retirement Fund (AADTX) has a volatility of 5.17%. This indicates that TRPHX experiences smaller price fluctuations and is considered to be less risky than AADTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.