Dimensional 2040 Target Date Retirement Income Fund (DRIHX) Alternatives
Dimensional 2040 Target Date Retirement Income Fund (DRIHX) belongs to the Target Retirement Date category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with DRIHX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to DRIHX
DRIHX charges 0.22% annually. Among mutual funds in the Target Retirement Date category, these options have the lowest expense ratios among DRIHX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Principal LifeTime 2035 Fund | 0.01% | Feb 28, 2008 | DRIHX vs LTIUX | |
| Principal LifeTime 2030 Fund | 0.01% | Feb 28, 2001 | DRIHX vs PMTIX | |
| John Hancock Funds Multi-Index 2055 Lifetime Portf... | 0.01% | Mar 25, 2014 | DRIHX vs JLKYX | |
| Principal LifeTime 2045 Fund | 0.01% | Feb 28, 2008 | DRIHX vs LTRIX | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | Mar 26, 2020 | DRIHX vs FCQTX |
Best Risk-Adjusted Alternatives to DRIHX
Among mutual funds in the Target Retirement Date category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| USAA Target Retirement Income Fund | 86 | Jul 30, 2008 | DRIHX vs URINX | |
| Putnam Retirement Advantage Maturity Fund | 86 | Dec 30, 2019 | DRIHX vs PADLX | |
| Fidelity Freedom Income Fund Class K6 | 84 | Oct 17, 1996 | DRIHX vs FYTKX | |
| State Street Target Retirement Fund | 84 | Sep 29, 2014 | DRIHX vs SSFNX | |
| Fidelity Managed Retirement Income Fund Class K6 | 84 | Aug 1, 2019 | DRIHX vs FRHMX |
Top Performing DRIHX Alternatives (YTD)
DRIHX alternatives from the Target Retirement Date category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Prudential Day One Income Fund | 0.08% | Dec 12, 2016 | DRIHX vs PDAHX | |
| State Street Target Retirement Fund | -0.35% | Sep 29, 2014 | DRIHX vs SSFNX | |
| Dimensional Retirement Income Fund | -0.37% | Nov 1, 2015 | DRIHX vs TDIFX | |
| Prudential Day One 2020 Fund | -0.38% | Dec 12, 2016 | DRIHX vs PDDDX | |
| Fidelity Freedom Income Fund Class K6 | -0.40% | Oct 17, 1996 | DRIHX vs FYTKX |
Lowest Volatility Alternatives to DRIHX
DRIHX alternatives from the Target Retirement Date category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Dimensional Retirement Income Fund | 4.31% | Nov 1, 2015 | DRIHX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.34% | Oct 2, 2009 | DRIHX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.35% | Oct 2, 2009 | DRIHX vs FFGZX | |
| Fidelity Managed Retirement Income Fund Class K | 4.58% | Aug 1, 2019 | DRIHX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.59% | Aug 30, 2007 | DRIHX vs FRAMX |
Lowest Drawdown Alternatives to DRIHX
DRIHX alternatives from the Target Retirement Date category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Dimensional Retirement Income Fund | -2.84% | Nov 1, 2015 | DRIHX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | Oct 2, 2009 | DRIHX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | Oct 2, 2009 | DRIHX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | Aug 1, 2019 | DRIHX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K6 | -3.42% | Aug 1, 2019 | DRIHX vs FRHMX |
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Often Compared With DRIHX
What investors most often compare with DRIHX, based on PortfoliosLab usage data.
Compare DRIHX with Any Fund or Stock
Compare DRIHX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.