TRRCX vs. FPURX
Compare and contrast key facts about T. Rowe Price Retirement 2030 Fund (TRRCX) and Fidelity Puritan Fund (FPURX).
TRRCX is managed by T. Rowe Price. It was launched on Sep 29, 2002. FPURX is managed by Fidelity. It was launched on Apr 16, 1947.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TRRCX or FPURX.
Correlation
The correlation between TRRCX and FPURX 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
TRRCX vs. FPURX - Performance Comparison
Key characteristics
TRRCX:
1.07
FPURX:
1.81
TRRCX:
1.46
FPURX:
2.51
TRRCX:
1.20
FPURX:
1.33
TRRCX:
1.37
FPURX:
0.93
TRRCX:
6.75
FPURX:
10.75
TRRCX:
1.35%
FPURX:
1.74%
TRRCX:
8.49%
FPURX:
10.35%
TRRCX:
-52.28%
FPURX:
-33.59%
TRRCX:
-6.34%
FPURX:
-4.54%
Returns By Period
In the year-to-date period, TRRCX achieves a 7.39% return, which is significantly lower than FPURX's 17.35% return. Over the past 10 years, TRRCX has outperformed FPURX with an annualized return of 7.23%, while FPURX has yielded a comparatively lower 4.46% annualized return.
TRRCX
7.39%
-4.60%
0.43%
7.98%
6.53%
7.23%
FPURX
17.35%
-1.50%
4.12%
17.90%
4.93%
4.46%
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TRRCX vs. FPURX - Expense Ratio Comparison
TRRCX has a 0.59% expense ratio, which is higher than FPURX's 0.50% expense ratio.
Risk-Adjusted Performance
TRRCX vs. FPURX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Retirement 2030 Fund (TRRCX) and Fidelity Puritan Fund (FPURX). 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
TRRCX vs. FPURX - Dividend Comparison
TRRCX has not paid dividends to shareholders, while FPURX's dividend yield for the trailing twelve months is around 1.29%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRRCX T. Rowe Price Retirement 2030 Fund | 0.00% | 1.96% | 1.98% | 1.09% | 1.09% | 1.89% | 1.97% | 1.54% | 1.60% | 1.70% | 5.65% | 1.28% |
FPURX Fidelity Puritan Fund | 1.29% | 1.71% | 1.62% | 1.01% | 1.09% | 1.52% | 1.83% | 1.33% | 1.75% | 7.94% | 9.74% | 10.25% |
Drawdowns
TRRCX vs. FPURX - Drawdown Comparison
The maximum TRRCX drawdown since its inception was -52.28%, which is greater than FPURX's maximum drawdown of -33.59%. Use the drawdown chart below to compare losses from any high point for TRRCX and FPURX. For additional features, visit the drawdowns tool.
Volatility
TRRCX vs. FPURX - Volatility Comparison
T. Rowe Price Retirement 2030 Fund (TRRCX) has a higher volatility of 3.58% compared to Fidelity Puritan Fund (FPURX) at 3.26%. This indicates that TRRCX's price experiences larger fluctuations and is considered to be riskier than FPURX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.