TRRBX vs. FXAIX
Compare and contrast key facts about T. Rowe Price Retirement 2020 Fund (TRRBX) and Fidelity 500 Index Fund (FXAIX).
TRRBX is managed by T. Rowe Price. It was launched on Sep 29, 2002. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TRRBX or FXAIX.
Correlation
The correlation between TRRBX and FXAIX is 0.93, 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
TRRBX vs. FXAIX - Performance Comparison
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Key characteristics
TRRBX:
0.58
FXAIX:
0.61
TRRBX:
0.81
FXAIX:
0.97
TRRBX:
1.11
FXAIX:
1.14
TRRBX:
0.20
FXAIX:
0.64
TRRBX:
1.95
FXAIX:
2.46
TRRBX:
2.45%
FXAIX:
4.83%
TRRBX:
8.77%
FXAIX:
19.70%
TRRBX:
-49.98%
FXAIX:
-33.79%
TRRBX:
-17.73%
FXAIX:
-4.31%
Returns By Period
In the year-to-date period, TRRBX achieves a 2.74% return, which is significantly higher than FXAIX's 0.13% return. Over the past 10 years, TRRBX has underperformed FXAIX with an annualized return of 0.72%, while FXAIX has yielded a comparatively higher 12.46% annualized return.
TRRBX
2.74%
4.14%
-0.13%
5.05%
1.71%
0.48%
0.72%
FXAIX
0.13%
10.62%
-0.86%
11.88%
15.56%
16.41%
12.46%
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TRRBX vs. FXAIX - Expense Ratio Comparison
TRRBX has a 0.53% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
TRRBX vs. FXAIX — Risk-Adjusted Performance Rank
TRRBX
FXAIX
TRRBX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Retirement 2020 Fund (TRRBX) 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.
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Dividends
TRRBX vs. FXAIX - Dividend Comparison
TRRBX's dividend yield for the trailing twelve months is around 2.60%, more than FXAIX's 1.57% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRRBX T. Rowe Price Retirement 2020 Fund | 2.60% | 2.67% | 2.53% | 2.80% | 1.71% | 1.49% | 2.17% | 2.30% | 1.82% | 1.86% | 1.88% | 5.75% |
FXAIX Fidelity 500 Index Fund | 1.57% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
TRRBX vs. FXAIX - Drawdown Comparison
The maximum TRRBX drawdown since its inception was -49.98%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for TRRBX and FXAIX. For additional features, visit the drawdowns tool.
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Volatility
TRRBX vs. FXAIX - Volatility Comparison
The current volatility for T. Rowe Price Retirement 2020 Fund (TRRBX) is 1.85%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 4.58%. This indicates that TRRBX 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.
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