TRRCX vs. VWIAX
Compare and contrast key facts about T. Rowe Price Retirement 2030 Fund (TRRCX) and Vanguard Wellesley Income Fund Admiral Shares (VWIAX).
TRRCX 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: TRRCX or VWIAX.
Correlation
The correlation between TRRCX and VWIAX is 0.76, 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. VWIAX - Performance Comparison
Key characteristics
TRRCX:
1.07
VWIAX:
0.35
TRRCX:
1.46
VWIAX:
0.46
TRRCX:
1.20
VWIAX:
1.08
TRRCX:
1.37
VWIAX:
0.25
TRRCX:
6.75
VWIAX:
2.04
TRRCX:
1.35%
VWIAX:
1.31%
TRRCX:
8.49%
VWIAX:
7.55%
TRRCX:
-52.28%
VWIAX:
-23.93%
TRRCX:
-6.34%
VWIAX:
-7.25%
Returns By Period
In the year-to-date period, TRRCX achieves a 7.39% return, which is significantly higher than VWIAX's 1.83% return. Over the past 10 years, TRRCX has outperformed VWIAX with an annualized return of 7.23%, while VWIAX has yielded a comparatively lower 2.92% annualized return.
TRRCX
7.39%
-4.60%
0.43%
7.98%
6.53%
7.23%
VWIAX
1.83%
-5.36%
-0.69%
2.34%
1.47%
2.92%
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TRRCX vs. VWIAX - Expense Ratio Comparison
TRRCX has a 0.59% expense ratio, which is higher than VWIAX's 0.16% expense ratio.
Risk-Adjusted Performance
TRRCX vs. VWIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Retirement 2030 Fund (TRRCX) 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
TRRCX vs. VWIAX - Dividend Comparison
TRRCX has not paid dividends to shareholders, while VWIAX's dividend yield for the trailing twelve months is around 2.83%.
| 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% |
VWIAX Vanguard Wellesley Income Fund Admiral Shares | 2.83% | 5.80% | 3.25% | 2.55% | 2.72% | 2.97% | 3.38% | 2.92% | 3.02% | 3.18% | 3.23% | 3.13% |
Drawdowns
TRRCX vs. VWIAX - Drawdown Comparison
The maximum TRRCX drawdown since its inception was -52.28%, which is greater than VWIAX's maximum drawdown of -23.93%. Use the drawdown chart below to compare losses from any high point for TRRCX and VWIAX. For additional features, visit the drawdowns tool.
Volatility
TRRCX vs. VWIAX - Volatility Comparison
The current volatility for T. Rowe Price Retirement 2030 Fund (TRRCX) is 3.58%, while Vanguard Wellesley Income Fund Admiral Shares (VWIAX) has a volatility of 5.45%. This indicates that TRRCX experiences smaller price fluctuations and is considered to be less risky than VWIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.