DRIJX Alternatives & Similar Mutual Funds

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 189 mutual funds in the Target Retirement Date category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
PLTZX	Principal LifeTime 2060 Fund	0.01%	—	Feb 2013	DRIJX vs PLTZX
PLWIX	Principal LifeTime 2020 Fund	0.01%	—	Feb 2001	DRIJX vs PLWIX
LTIUX	Principal LifeTime 2035 Fund	0.01%	—	Feb 2008	DRIJX vs LTIUX
PMTIX	Principal LifeTime 2030 Fund	0.01%	—	Feb 2001	DRIJX vs PMTIX
FCQTX	American Funds 2065 Target Date Retirement Fund	0.01%	—	Mar 2020	DRIJX vs FCQTX

Best Risk-Adjusted Alternatives to DRIJX

DRIJX has a PortfoliosLab risk / return rank of 76. There are 17 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 86.

Symbol	Name	Risk / Return Rank	AUM	Inception
SSFNX	State Street Target Retirement Fund	86	—	Sep 2014	DRIJX vs SSFNX
URINX	USAA Target Retirement Income Fund	85	—	Jul 2008	DRIJX vs URINX
PDAHX	Prudential Day One Income Fund	85	—	Dec 2016	DRIJX vs PDAHX
PADLX	Putnam Retirement Advantage Maturity Fund	84	—	Dec 2019	DRIJX vs PADLX
URTRX	USAA Target Retirement 2030 Fund	84	—	Jul 2008	DRIJX vs URTRX

Top Performing DRIJX Alternatives (YTD)

DRIJX is at 10.23% YTD. There are 193 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 13.54%.

Symbol	Name	YTD Return	AUM	Inception
URSIX	USAA Target Retirement 2060 Fund	13.54%	—	Jul 2013	DRIJX vs URSIX
URFFX	USAA Target Retirement 2050 Fund	13.05%	—	Jul 2008	DRIJX vs URFFX
FWLSX	Fidelity Flex Freedom Blend 2060 Fund	12.35%	—	Jun 2017	DRIJX vs FWLSX
FQLSX	Fidelity Flex Freedom Blend 2055 Fund	12.26%	—	Jun 2017	DRIJX vs FQLSX
FDFPX	Fidelity Flex Freedom Blend 2065 Fund	12.26%	—	Jun 2019	DRIJX vs FDFPX

Lowest Volatility Alternatives to DRIJX

DRIJX has 11.22% 1-year volatility. There are 347 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.51%.

Symbol	Name	Volatility 1Y	AUM	Inception
TDIFX	Dimensional Retirement Income Fund	3.51%	—	Nov 2015	DRIJX vs TDIFX
FIKFX	Fidelity Freedom Index Retirement Fund Investor Cl...	4.44%	—	Oct 2009	DRIJX vs FIKFX
FFGZX	Fidelity Freedom Index Income Fund Institutional P...	4.47%	—	Oct 2009	DRIJX vs FFGZX
MLLIX	MFS Lifetime Income Fund	4.51%	—	Sep 2005	DRIJX vs MLLIX
DRIQX	Dimensional 2015 Target Date Retirement Income Fun...	4.52%	—	Nov 2015	DRIJX vs DRIQX

Lowest Drawdown Alternatives to DRIJX

DRIJX has a 1-year max drawdown of -8.12%. There are 352 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
TDIFX	Dimensional Retirement Income Fund	-2.61%	—	Nov 2015	DRIJX vs TDIFX
FIKFX	Fidelity Freedom Index Retirement Fund Investor Cl...	-3.32%	—	Oct 2009	DRIJX vs FIKFX
FFGZX	Fidelity Freedom Index Income Fund Institutional P...	-3.33%	—	Oct 2009	DRIJX vs FFGZX
DRIQX	Dimensional 2015 Target Date Retirement Income Fun...	-3.47%	—	Nov 2015	DRIJX vs DRIQX
PRMYX	Putnam RetirementReady Maturity Fund	-3.50%	—	Oct 2004	DRIJX vs PRMYX

Other Mutual Funds from Dimensional

The 10 most viewed Dimensional mutual funds shown here include DFSVX, DFIVX, DGEIX and span 7 categories. AUM among these funds goes as high as $43B.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
DFSVX	DFA U.S. Small Cap Value Portfolio I	Small Cap Value Equities	85	21.39%	19.45B	Mar 1993	DRIJX vs DFSVX
DFIVX	DFA International Value Portfolio Institutional Cl...	Foreign Large Cap Equities	93	17.19%	19.17B	Feb 1994	DRIJX vs DFIVX
DGEIX	DFA Global Equity Portfolio Institutional Class	Global Equities	78	12.26%	—	Dec 2003	DRIJX vs DGEIX
DFUSX	DFA U.S. Large Company Portfolio	Large Cap Blend Equities	65	9.37%	14.33B	Sep 1999	DRIJX vs DFUSX
DFFVX	DFA U.S. Targeted Value Portfolio Institutional Cl...	Small Cap Value Equities	84	20.09%	16.81B	Feb 2000	DRIJX vs DFFVX
DISVX	DFA International Small Cap Value Portfolio Instit...	Foreign Small & Mid Cap Equities	80	11.89%	14.24B	Dec 1994	DRIJX vs DISVX
DFIEX	DFA International Core Equity 2 Portfolio Institut...	Foreign Large Cap Equities	80	13.00%	42.60B	Sep 2005	DRIJX vs DFIEX
DFSTX	DFA U.S. Small Cap Portfolio	Small Cap Blend Equities	74	17.76%	19.72B	Mar 1992	DRIJX vs DFSTX
DFEOX	DFA US Core Equity 1 Portfolio I	Large Cap Blend Equities	78	11.80%	41.38B	Sep 2005	DRIJX vs DFEOX
DFLVX	DFA U.S. Large Cap Value Portfolio	Large Cap Value Equities	95	18.84%	30.83B	Feb 1993	DRIJX vs DFLVX

Often Compared With DRIJX

Investors most often compare DRIJX with SWTSX, FXAIX, FFFHX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SWTSX	Schwab Total Stock Market Index Fund	Large Cap Blend Equities	63	9.82%	44.09B	Jun 1999	DRIJX vs SWTSX
FXAIX	Fidelity 500 Index Fund	S&P 500	64	9.35%	—	Feb 1988	DRIJX vs FXAIX
FFFHX	Fidelity Freedom 2050 Fund	Target Retirement Date	72	11.83%	—	Jun 2006	DRIJX vs FFFHX
VOO	Vanguard S&P 500 ETF	S&P 500	68	10.16%	1.70T	Sep 2010	DRIJX vs VOO
FIRQX	Fidelity Managed Retirement 2010 Fund	Target Retirement Date	—	—	—	Aug 2007	DRIJX vs FIRQX
RFGTX	American Funds 2040 Target Date Retirement Fund Cl...	Target Retirement Date	54	7.61%	—	Feb 2007	DRIJX vs RFGTX
DRIKX	Dimensional 2055 Target Date Retirement Income Fun...	Target Retirement Date	76	10.72%	—	Nov 2015	DRIJX vs DRIKX
ISWIX	Voya Solution Income Portfolio	Target Retirement Date	65	3.82%	—	Apr 2005	DRIJX vs ISWIX
FISNX	Fidelity Flex Freedom Blend 2010 Fund	Target Retirement Date	73	4.54%	—	Jun 2017	DRIJX vs FISNX
ISOLX	Voya Target In-Retirement Fund	Target Retirement Date	70	3.96%	—	Dec 2012	DRIJX vs ISOLX
PDIZX	Putnam Retirement Advantage 2030 Fund	Target Retirement Date	75	3.96%	—	Dec 2019	DRIJX vs PDIZX
GMTZX	GuideStone Funds MyDestination 2015 Fund	Target Retirement Date	57	4.10%	—	Dec 2006	DRIJX vs GMTZX
TTIHX	Nuveen Lifecycle Index 2055 Fund Class I	Target Retirement Date	66	10.16%	—	Dec 2015	DRIJX vs TTIHX
FFOPX	Fidelity Freedom Index 2050 Fund Institutional Pre...	Target Retirement Date	70	10.27%	—	Oct 2009	DRIJX vs FFOPX
ARFVX	American Century Investments One Choice 2050 Portf...	Target Retirement Date	50	7.15%	956.18M	May 2008	DRIJX vs ARFVX
FTLSX	Fidelity Flex Freedom Blend Income Fund	Target Retirement Date	73	4.00%	—	Jun 2017	DRIJX vs FTLSX
DRIRX	Dimensional 2020 Target Date Retirement Income Fun...	Target Retirement Date	39	2.60%	—	Nov 2015	DRIJX vs DRIRX
FAFAX	Fidelity Advisor Freedom Income Fund Class A	Target Retirement Date	56	3.37%	—	Jul 2003	DRIJX vs FAFAX
FHRDX	Fidelity Freedom Blend Income Fund Class K6	Target Retirement Date	68	3.94%	—	Aug 2018	DRIJX vs FHRDX
PHTJX	Principal LifeTime Hybrid 2035 Fund	Target Retirement Date	65	6.89%	—	Sep 2014	DRIJX vs PHTJX

Compare DRIJX with Any Fund or Stock

Compare DRIJX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

Symbol name

Diversifiers

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

Dimensional 2050 Target Date Retirement Income Fund (DRIJX) Alternatives