VFTNX vs. TRPKX
Compare and contrast key facts about Vanguard FTSE Social Index Fund Institutional Shares (VFTNX) and T. Rowe Price Retirement I 2045 Fund (TRPKX).
VFTNX is a passively managed fund by Vanguard that tracks the performance of the FTSE4Good US Select Index. It was launched on Jan 14, 2003. TRPKX is managed by T. Rowe Price. It was launched on Sep 28, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VFTNX or TRPKX.
Key characteristics
| VFTNX | TRPKX |
|---|
Correlation
The correlation between VFTNX and TRPKX is 0.89, 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
VFTNX vs. TRPKX - Performance Comparison
The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VFTNX vs. TRPKX - Expense Ratio Comparison
VFTNX has a 0.12% expense ratio, which is lower than TRPKX's 0.45% expense ratio.
Risk-Adjusted Performance
VFTNX vs. TRPKX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard FTSE Social Index Fund Institutional Shares (VFTNX) and T. Rowe Price Retirement I 2045 Fund (TRPKX). 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
VFTNX vs. TRPKX - Dividend Comparison
VFTNX's dividend yield for the trailing twelve months is around 1.03%, while TRPKX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VFTNX Vanguard FTSE Social Index Fund Institutional Shares | 1.03% | 1.12% | 1.37% | 0.95% | 1.22% | 1.46% | 1.82% | 1.49% | 1.82% | 1.60% | 1.33% | 1.38% |
TRPKX T. Rowe Price Retirement I 2045 Fund | 4.33% | 3.27% | 6.25% | 3.81% | 2.81% | 5.06% | 4.66% | 2.92% | 1.52% | 1.14% | 0.00% | 0.00% |
Drawdowns
VFTNX vs. TRPKX - Drawdown Comparison
Volatility
VFTNX vs. TRPKX - Volatility Comparison
Vanguard FTSE Social Index Fund Institutional Shares (VFTNX) has a higher volatility of 4.12% compared to T. Rowe Price Retirement I 2045 Fund (TRPKX) at 0.00%. This indicates that VFTNX's price experiences larger fluctuations and is considered to be riskier than TRPKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.