TRPLX vs. FXAIX
Compare and contrast key facts about T. Rowe Price Retirement I 2060 Fund (TRPLX) and Fidelity 500 Index Fund (FXAIX).
TRPLX is managed by T. Rowe Price. It was launched on Sep 28, 2015. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TRPLX or FXAIX.
Correlation
The correlation between TRPLX and FXAIX is 0.88, 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
TRPLX vs. FXAIX - Performance Comparison
Key characteristics
Returns By Period
TRPLX
N/A
N/A
N/A
N/A
N/A
N/A
FXAIX
-5.10%
-0.30%
-4.06%
10.12%
15.62%
12.01%
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TRPLX vs. FXAIX - Expense Ratio Comparison
TRPLX has a 0.46% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
TRPLX vs. FXAIX — Risk-Adjusted Performance Rank
TRPLX
FXAIX
TRPLX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Retirement I 2060 Fund (TRPLX) and Fidelity 500 Index Fund (FXAIX). 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
TRPLX vs. FXAIX - Dividend Comparison
TRPLX has not paid dividends to shareholders, while FXAIX's dividend yield for the trailing twelve months is around 1.34%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRPLX T. Rowe Price Retirement I 2060 Fund | 0.00% | 1.35% | 3.19% | 5.16% | 3.53% | 2.23% | 3.43% | 3.90% | 3.17% | 1.80% | 1.23% | 0.00% |
FXAIX Fidelity 500 Index Fund | 1.34% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
TRPLX vs. FXAIX - Drawdown Comparison
Volatility
TRPLX vs. FXAIX - Volatility Comparison
The current volatility for T. Rowe Price Retirement I 2060 Fund (TRPLX) is 0.00%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 14.27%. This indicates that TRPLX experiences smaller price fluctuations and is considered to be less risky than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.