TRPMX vs. VITAX
Compare and contrast key facts about T. Rowe Price Retirement I 2050 Fund (TRPMX) and Vanguard Information Technology Index Fund Admiral Shares (VITAX).
TRPMX is managed by T. Rowe Price. It was launched on Sep 28, 2015. VITAX is a passively managed fund by Vanguard that tracks the performance of the MSCI US IMI Info Technology 25/50. It was launched on Mar 25, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TRPMX or VITAX.
Correlation
The correlation between TRPMX and VITAX 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
TRPMX vs. VITAX - Performance Comparison
Key characteristics
Returns By Period
TRPMX
N/A
N/A
N/A
N/A
N/A
N/A
VITAX
-11.90%
-2.89%
-8.94%
10.90%
19.46%
18.65%
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TRPMX vs. VITAX - Expense Ratio Comparison
TRPMX has a 0.46% expense ratio, which is higher than VITAX's 0.10% expense ratio.
Risk-Adjusted Performance
TRPMX vs. VITAX — Risk-Adjusted Performance Rank
TRPMX
VITAX
TRPMX vs. VITAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Retirement I 2050 Fund (TRPMX) and Vanguard Information Technology Index Fund Admiral Shares (VITAX). 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
TRPMX vs. VITAX - Dividend Comparison
TRPMX has not paid dividends to shareholders, while VITAX's dividend yield for the trailing twelve months is around 0.58%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRPMX T. Rowe Price Retirement I 2050 Fund | 0.00% | 1.08% | 3.38% | 5.94% | 3.81% | 2.76% | 4.60% | 4.84% | 2.92% | 1.52% | 1.14% | 0.00% |
VITAX Vanguard Information Technology Index Fund Admiral Shares | 0.58% | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.30% | 0.99% | 1.31% | 1.28% | 1.12% |
Drawdowns
TRPMX vs. VITAX - Drawdown Comparison
Volatility
TRPMX vs. VITAX - Volatility Comparison
The current volatility for T. Rowe Price Retirement I 2050 Fund (TRPMX) is 0.00%, while Vanguard Information Technology Index Fund Admiral Shares (VITAX) has a volatility of 19.63%. This indicates that TRPMX experiences smaller price fluctuations and is considered to be less risky than VITAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.