Dimensional 2050 Target Date Retirement Income Fund (DRIJX) 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 DRIJX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DRIJX
DRIJX charges 0.22% annually. There are 187 mutual funds in the Target Retirement Date category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| John Hancock Funds Multi-Index 2055 Lifetime Portf... | 0.01% | — | Mar 2014 | DRIJX vs JLKYX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | DRIJX vs PMTIX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | DRIJX vs LTIUX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | DRIJX vs LTRIX | |
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | DRIJX vs JIEHX |
Best Risk-Adjusted Alternatives to DRIJX
DRIJX has a PortfoliosLab risk / return rank of 79. There are 22 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 87.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 87 | — | Dec 2019 | DRIJX vs PADLX | |
| Fidelity Managed Retirement 2020 Fund | 84 | — | Dec 2007 | DRIJX vs FIRVX | |
| Fidelity Managed Retirement Income Fund Class K | 84 | — | Aug 2019 | DRIJX vs FRKMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 84 | — | Aug 2019 | DRIJX vs FRHMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 84 | — | Aug 2007 | DRIJX vs FRAMX |
Top Performing DRIJX Alternatives (YTD)
DRIJX is at 11.01% YTD. There are 231 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 15,640,638.04%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Managed Retirement Income Fund Class K | 15,640,638.04% | — | Aug 2019 | DRIJX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | DRIJX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | DRIJX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | DRIJX vs FIRVX | |
| Fidelity Freedom 2065 Fund Class K6 | 15.07% | — | Jun 2019 | DRIJX vs FFSZX |
Lowest Volatility Alternatives to DRIJX
DRIJX has 10.88% 1-year volatility. There are 365 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.56%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.56% | — | Nov 2015 | DRIJX vs TDIFX | |
| MFS Lifetime 2025 Fund | 4.18% | — | Nov 2012 | DRIJX vs LTTIX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.29% | — | Oct 2009 | DRIJX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.31% | — | Oct 2009 | DRIJX vs FFGZX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.35% | — | Aug 2007 | DRIJX vs FRIMX |
Lowest Drawdown Alternatives to DRIJX
DRIJX has a 1-year max drawdown of -8.12%. There are 378 mutual funds in the Target Retirement Date category with shallower 1-year drawdowns, going as shallow as -2.61%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | -2.61% | — | Nov 2015 | DRIJX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | DRIJX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | DRIJX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | DRIJX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K | -3.42% | — | Aug 2019 | DRIJX vs FRKMX |
Other Mutual Funds from Dimensional
The 10 most viewed Dimensional mutual funds shown here include DFSVX, DFIVX, DGEIX and span 7 categories.
Often Compared With DRIJX
Investors most often compare DRIJX with FXAIX, SWTSX, FFFHX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare DRIJX with Any Fund or Stock
Compare DRIJX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DRIJX with funds that move differently
Dimensional 2050 Target Date Retirement Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DRIJX.
Explore DRIJX Diversifiers