TRRHX vs. DFUSX
Compare and contrast key facts about T. Rowe Price Retirement 2025 Fund (TRRHX) and DFA U.S. Large Company Portfolio (DFUSX).
TRRHX is managed by T. Rowe Price. It was launched on Feb 27, 2004. DFUSX is managed by Dimensional Fund Advisors LP. It was launched on Sep 23, 1999.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TRRHX or DFUSX.
Correlation
The correlation between TRRHX and DFUSX is 0.95, 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
TRRHX vs. DFUSX - Performance Comparison
Key characteristics
TRRHX:
0.91
DFUSX:
2.18
TRRHX:
1.20
DFUSX:
2.90
TRRHX:
1.18
DFUSX:
1.40
TRRHX:
1.06
DFUSX:
3.23
TRRHX:
5.98
DFUSX:
14.22
TRRHX:
1.18%
DFUSX:
1.92%
TRRHX:
7.78%
DFUSX:
12.56%
TRRHX:
-50.04%
DFUSX:
-54.96%
TRRHX:
-6.64%
DFUSX:
-2.94%
Returns By Period
In the year-to-date period, TRRHX achieves a 5.60% return, which is significantly lower than DFUSX's 25.42% return. Over the past 10 years, TRRHX has underperformed DFUSX with an annualized return of 6.54%, while DFUSX has yielded a comparatively higher 12.99% annualized return.
TRRHX
5.60%
-5.04%
-0.48%
6.14%
5.64%
6.54%
DFUSX
25.42%
-0.03%
8.79%
26.06%
14.66%
12.99%
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TRRHX vs. DFUSX - Expense Ratio Comparison
TRRHX has a 0.55% expense ratio, which is higher than DFUSX's 0.08% expense ratio.
Risk-Adjusted Performance
TRRHX vs. DFUSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Retirement 2025 Fund (TRRHX) and DFA U.S. Large Company Portfolio (DFUSX). 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
TRRHX vs. DFUSX - Dividend Comparison
TRRHX has not paid dividends to shareholders, while DFUSX's dividend yield for the trailing twelve months is around 0.84%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRRHX T. Rowe Price Retirement 2025 Fund | 0.00% | 2.30% | 2.41% | 1.40% | 1.29% | 2.02% | 2.07% | 1.65% | 1.74% | 1.74% | 1.59% | 1.43% |
DFUSX DFA U.S. Large Company Portfolio | 0.84% | 1.34% | 1.58% | 1.14% | 1.60% | 1.76% | 1.95% | 1.86% | 2.08% | 2.02% | 1.81% | 1.79% |
Drawdowns
TRRHX vs. DFUSX - Drawdown Comparison
The maximum TRRHX drawdown since its inception was -50.04%, smaller than the maximum DFUSX drawdown of -54.96%. Use the drawdown chart below to compare losses from any high point for TRRHX and DFUSX. For additional features, visit the drawdowns tool.
Volatility
TRRHX vs. DFUSX - Volatility Comparison
T. Rowe Price Retirement 2025 Fund (TRRHX) has a higher volatility of 4.05% compared to DFA U.S. Large Company Portfolio (DFUSX) at 3.83%. This indicates that TRRHX's price experiences larger fluctuations and is considered to be riskier than DFUSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.