TRPTX vs. VWINX
Compare and contrast key facts about T. Rowe Price Retirement Balanced I Fund (TRPTX) and Vanguard Wellesley Income Fund Investor Shares (VWINX).
TRPTX is managed by T. Rowe Price. It was launched on Sep 28, 2015. VWINX is managed by Vanguard. It was launched on Jul 1, 1970.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TRPTX or VWINX.
Correlation
The correlation between TRPTX and VWINX is 0.75, 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
TRPTX vs. VWINX - Performance Comparison
Key characteristics
Returns By Period
TRPTX
N/A
N/A
N/A
N/A
N/A
N/A
VWINX
2.54%
2.01%
2.68%
9.74%
3.96%
5.38%
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TRPTX vs. VWINX - Expense Ratio Comparison
TRPTX has a 0.34% expense ratio, which is higher than VWINX's 0.23% expense ratio.
Risk-Adjusted Performance
TRPTX vs. VWINX — Risk-Adjusted Performance Rank
TRPTX
VWINX
TRPTX vs. VWINX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Retirement Balanced I Fund (TRPTX) and Vanguard Wellesley Income Fund Investor Shares (VWINX). 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
TRPTX vs. VWINX - Dividend Comparison
TRPTX has not paid dividends to shareholders, while VWINX's dividend yield for the trailing twelve months is around 6.45%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRPTX T. Rowe Price Retirement Balanced I Fund | 0.00% | 0.44% | 4.10% | 7.67% | 5.43% | 4.72% | 3.10% | 4.41% | 3.36% | 2.10% | 0.73% | 0.00% |
VWINX Vanguard Wellesley Income Fund Investor Shares | 6.45% | 6.61% | 4.73% | 7.67% | 6.03% | 4.30% | 3.94% | 7.56% | 4.00% | 4.00% | 5.60% | 4.92% |
Drawdowns
TRPTX vs. VWINX - Drawdown Comparison
Volatility
TRPTX vs. VWINX - Volatility Comparison
The current volatility for T. Rowe Price Retirement Balanced I Fund (TRPTX) is 0.00%, while Vanguard Wellesley Income Fund Investor Shares (VWINX) has a volatility of 1.55%. This indicates that TRPTX experiences smaller price fluctuations and is considered to be less risky than VWINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.