TRPKX vs. VIIIX
Compare and contrast key facts about T. Rowe Price Retirement I 2045 Fund (TRPKX) and Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX).
TRPKX is managed by T. Rowe Price. It was launched on Sep 28, 2015. VIIIX is managed by Vanguard. It was launched on Jul 7, 1997.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TRPKX or VIIIX.
Performance
TRPKX vs. VIIIX - Performance Comparison
Returns By Period
TRPKX
N/A
N/A
N/A
N/A
N/A
N/A
VIIIX
25.20%
1.18%
12.22%
30.29%
13.44%
12.01%
Key characteristics
| TRPKX | VIIIX |
|---|
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TRPKX vs. VIIIX - Expense Ratio Comparison
TRPKX has a 0.45% expense ratio, which is higher than VIIIX's 0.02% expense ratio.
Correlation
The correlation between TRPKX and VIIIX 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.
Risk-Adjusted Performance
TRPKX vs. VIIIX - 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 Institutional Index Fund Institutional Plus Shares (VIIIX). 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. VIIIX - Dividend Comparison
TRPKX has not paid dividends to shareholders, while VIIIX's dividend yield for the trailing twelve months is around 1.27%.
| 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% |
VIIIX Vanguard Institutional Index Fund Institutional Plus Shares | 1.27% | 1.49% | 1.75% | 1.30% | 1.60% | 1.93% | 2.14% | 1.84% | 2.09% | 2.47% | 1.90% | 1.87% |
Drawdowns
TRPKX vs. VIIIX - Drawdown Comparison
Volatility
TRPKX vs. VIIIX - Volatility Comparison
The current volatility for T. Rowe Price Retirement I 2045 Fund (TRPKX) is 0.00%, while Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX) has a volatility of 4.06%. This indicates that TRPKX experiences smaller price fluctuations and is considered to be less risky than VIIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.