TRRFX vs. PRWCX
Compare and contrast key facts about T. Rowe Price Retirement 2005 Fund (TRRFX) and T. Rowe Price Capital Appreciation Fund (PRWCX).
TRRFX is managed by T. Rowe Price. It was launched on Feb 26, 2004. PRWCX is managed by T. Rowe Price. It was launched on Jun 30, 1986.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TRRFX or PRWCX.
Correlation
The correlation between TRRFX and PRWCX is 0.90, 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
TRRFX vs. PRWCX - Performance Comparison
Key characteristics
TRRFX:
1.79
PRWCX:
1.72
TRRFX:
2.54
PRWCX:
2.37
TRRFX:
1.33
PRWCX:
1.32
TRRFX:
0.53
PRWCX:
1.32
TRRFX:
7.81
PRWCX:
11.71
TRRFX:
1.25%
PRWCX:
1.13%
TRRFX:
5.45%
PRWCX:
7.75%
TRRFX:
-36.04%
PRWCX:
-45.33%
TRRFX:
-10.55%
PRWCX:
-0.75%
Returns By Period
The year-to-date returns for both stocks are quite close, with TRRFX having a 2.92% return and PRWCX slightly lower at 2.83%. Over the past 10 years, TRRFX has underperformed PRWCX with an annualized return of 1.56%, while PRWCX has yielded a comparatively higher 5.24% annualized return.
TRRFX
2.92%
1.90%
2.41%
9.38%
-0.05%
1.56%
PRWCX
2.83%
0.99%
4.86%
13.05%
5.05%
5.24%
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TRRFX vs. PRWCX - Expense Ratio Comparison
TRRFX has a 0.49% expense ratio, which is lower than PRWCX's 0.68% expense ratio.
Risk-Adjusted Performance
TRRFX vs. PRWCX — Risk-Adjusted Performance Rank
TRRFX
PRWCX
TRRFX vs. PRWCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Retirement 2005 Fund (TRRFX) and T. Rowe Price Capital Appreciation Fund (PRWCX). 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
TRRFX vs. PRWCX - Dividend Comparison
TRRFX's dividend yield for the trailing twelve months is around 2.92%, more than PRWCX's 2.26% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRRFX T. Rowe Price Retirement 2005 Fund | 2.92% | 3.01% | 2.82% | 3.24% | 2.11% | 1.71% | 2.34% | 2.51% | 1.98% | 1.87% | 2.09% | 2.00% |
PRWCX T. Rowe Price Capital Appreciation Fund | 2.26% | 2.33% | 2.11% | 1.57% | 0.95% | 1.17% | 1.54% | 2.53% | 1.31% | 1.57% | 1.52% | 1.42% |
Drawdowns
TRRFX vs. PRWCX - Drawdown Comparison
The maximum TRRFX drawdown since its inception was -36.04%, smaller than the maximum PRWCX drawdown of -45.33%. Use the drawdown chart below to compare losses from any high point for TRRFX and PRWCX. For additional features, visit the drawdowns tool.
Volatility
TRRFX vs. PRWCX - Volatility Comparison
The current volatility for T. Rowe Price Retirement 2005 Fund (TRRFX) is 1.44%, while T. Rowe Price Capital Appreciation Fund (PRWCX) has a volatility of 2.34%. This indicates that TRRFX experiences smaller price fluctuations and is considered to be less risky than PRWCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.