TRPKX vs. VFTNX
Compare and contrast key facts about T. Rowe Price Retirement I 2045 Fund (TRPKX) and Vanguard FTSE Social Index Fund Institutional Shares (VFTNX).
TRPKX is managed by T. Rowe Price. It was launched on Sep 28, 2015. VFTNX is a passively managed fund by Vanguard that tracks the performance of the FTSE4Good US Select Index. It was launched on Jan 14, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TRPKX or VFTNX.
Key characteristics
| TRPKX | VFTNX |
|---|
Correlation
The correlation between TRPKX and VFTNX is 0.89, 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
TRPKX vs. VFTNX - Performance Comparison
The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
TRPKX vs. VFTNX - Expense Ratio Comparison
TRPKX has a 0.45% expense ratio, which is higher than VFTNX's 0.12% expense ratio.
Risk-Adjusted Performance
TRPKX vs. VFTNX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Retirement I 2045 Fund (TRPKX) and Vanguard FTSE Social Index Fund Institutional Shares (VFTNX). 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
TRPKX vs. VFTNX - Dividend Comparison
TRPKX has not paid dividends to shareholders, while VFTNX's dividend yield for the trailing twelve months is around 1.03%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRPKX T. Rowe Price Retirement I 2045 Fund | 4.33% | 3.27% | 6.25% | 3.81% | 2.81% | 5.06% | 4.66% | 2.92% | 1.52% | 1.14% | 0.00% | 0.00% |
VFTNX Vanguard FTSE Social Index Fund Institutional Shares | 1.03% | 1.12% | 1.37% | 0.95% | 1.22% | 1.46% | 1.82% | 1.49% | 1.82% | 1.60% | 1.33% | 1.38% |
Drawdowns
TRPKX vs. VFTNX - Drawdown Comparison
Volatility
TRPKX vs. VFTNX - Volatility Comparison
The current volatility for T. Rowe Price Retirement I 2045 Fund (TRPKX) is 0.00%, while Vanguard FTSE Social Index Fund Institutional Shares (VFTNX) has a volatility of 4.27%. This indicates that TRPKX experiences smaller price fluctuations and is considered to be less risky than VFTNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.