PortfoliosLab logo
PortfoliosLab logo
Tools
Portfolios
Screeners
Discussions
TRPJX vs. VFIAX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

TRPJX vs. VFIAX

Last updated May 21, 2025

Compare and contrast key facts about T. Rowe Price Retirement I 2035 Fund (TRPJX) and Vanguard 500 Index Fund Admiral Shares (VFIAX).

TRPJX 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: TRPJX or VFIAX.

Correlation

The correlation between TRPJX 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.

Performance

TRPJX vs. VFIAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in T. Rowe Price Retirement I 2035 Fund (TRPJX) and Vanguard 500 Index Fund Admiral Shares (VFIAX). The values are adjusted to include any dividend payments, if applicable.

Loading data...

Key characteristics

Returns By Period

TRPJX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

3Y*

N/A

5Y*

N/A

10Y*

N/A

VFIAX

YTD

1.90%

1M

13.03%

6M

1.45%

1Y

13.81%

3Y*

16.92%

5Y*

16.67%

10Y*

12.81%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

T. Rowe Price Retirement I 2035 Fund

Vanguard 500 Index Fund Admiral Shares

TRPJX vs. VFIAX - Expense Ratio Comparison

TRPJX has a 0.43% expense ratio, which is higher than VFIAX's 0.04% expense ratio.

TRPJX
T. Rowe Price Retirement I 2035 Fund
VFIAX
Vanguard 500 Index Fund Admiral Shares

Risk-Adjusted Performance

TRPJX vs. VFIAX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
TRPJX
VFIAX
The Risk-Adjusted Performance Rank of VFIAX is 7171
Overall Rank
The Sharpe Ratio Rank of VFIAX is 6565
Sharpe Ratio Rank
The Sortino Ratio Rank of VFIAX is 6868
Sortino Ratio Rank
The Omega Ratio Rank of VFIAX is 7373
Omega Ratio Rank
The Calmar Ratio Rank of VFIAX is 7575
Calmar Ratio Rank
The Martin Ratio Rank of VFIAX is 7171
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

TRPJX vs. VFIAX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Retirement I 2035 Fund (TRPJX) 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.

No data
No data
No data
No data

Loading data...

Dividends

TRPJX vs. VFIAX - Dividend Comparison

TRPJX has not paid dividends to shareholders, while VFIAX's dividend yield for the trailing twelve months is around 1.27%.

TTM20242023202220212020201920182017201620152014
TRPJX
T. Rowe Price Retirement I 2035 Fund		0.00%0.99%3.35%6.20%3.60%3.17%4.18%4.71%3.05%1.52%1.04%0.00%
VFIAX
Vanguard 500 Index Fund Admiral Shares		1.27%1.24%1.45%1.68%1.24%1.53%1.87%2.05%1.78%2.02%2.10%1.85%

Drawdowns

TRPJX vs. VFIAX - Drawdown Comparison

Loading data...

Volatility

TRPJX vs. VFIAX - Volatility Comparison

Loading data...