TRRBX vs. VWIAX
Compare and contrast key facts about T. Rowe Price Retirement 2020 Fund (TRRBX) and Vanguard Wellesley Income Fund Admiral Shares (VWIAX).
TRRBX is managed by T. Rowe Price. It was launched on Sep 29, 2002. VWIAX is managed by Vanguard. It was launched on May 14, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TRRBX or VWIAX.
Correlation
The correlation between TRRBX and VWIAX is 0.74, 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. VWIAX - Performance Comparison
Key characteristics
TRRBX:
0.63
VWIAX:
0.60
TRRBX:
0.92
VWIAX:
0.80
TRRBX:
1.13
VWIAX:
1.13
TRRBX:
0.23
VWIAX:
0.51
TRRBX:
2.33
VWIAX:
1.78
TRRBX:
2.36%
VWIAX:
2.69%
TRRBX:
8.80%
VWIAX:
7.99%
TRRBX:
-49.98%
VWIAX:
-23.93%
TRRBX:
-19.45%
VWIAX:
-4.70%
Returns By Period
In the year-to-date period, TRRBX achieves a 0.59% return, which is significantly lower than VWIAX's 1.57% return. Over the past 10 years, TRRBX has underperformed VWIAX with an annualized return of 0.63%, while VWIAX has yielded a comparatively higher 3.04% annualized return.
TRRBX
0.59%
-0.43%
-1.57%
5.39%
0.52%
0.63%
VWIAX
1.57%
-0.82%
-2.48%
4.91%
2.35%
3.04%
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TRRBX vs. VWIAX - Expense Ratio Comparison
TRRBX has a 0.53% expense ratio, which is higher than VWIAX's 0.16% expense ratio.
Risk-Adjusted Performance
TRRBX vs. VWIAX — Risk-Adjusted Performance Rank
TRRBX
VWIAX
TRRBX vs. VWIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Retirement 2020 Fund (TRRBX) and Vanguard Wellesley Income Fund Admiral Shares (VWIAX). 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
TRRBX vs. VWIAX - Dividend Comparison
TRRBX's dividend yield for the trailing twelve months is around 2.65%, less than VWIAX's 3.88% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRRBX T. Rowe Price Retirement 2020 Fund | 2.65% | 2.67% | 2.53% | 2.80% | 1.71% | 1.49% | 2.17% | 2.30% | 1.82% | 1.86% | 1.88% | 5.75% |
VWIAX Vanguard Wellesley Income Fund Admiral Shares | 3.88% | 3.83% | 5.80% | 3.25% | 2.55% | 2.72% | 2.97% | 3.38% | 2.92% | 3.02% | 3.18% | 3.23% |
Drawdowns
TRRBX vs. VWIAX - Drawdown Comparison
The maximum TRRBX drawdown since its inception was -49.98%, which is greater than VWIAX's maximum drawdown of -23.93%. Use the drawdown chart below to compare losses from any high point for TRRBX and VWIAX. For additional features, visit the drawdowns tool.
Volatility
TRRBX vs. VWIAX - Volatility Comparison
T. Rowe Price Retirement 2020 Fund (TRRBX) has a higher volatility of 6.04% compared to Vanguard Wellesley Income Fund Admiral Shares (VWIAX) at 4.51%. This indicates that TRRBX's price experiences larger fluctuations and is considered to be riskier than VWIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.