Dimensional 2055 Target Date Retirement Income Fund (DRIKX) 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 DRIKX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DRIKX
DRIKX 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 | |
|---|---|---|---|---|---|
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | DRIKX vs LTFIX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | DRIKX vs LTRIX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | DRIKX vs PMTIX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | DRIKX vs LTIUX | |
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | DRIKX vs JIEHX |
Best Risk-Adjusted Alternatives to DRIKX
DRIKX has a PortfoliosLab risk / return rank of 79. There are 16 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 89 | — | Dec 2019 | DRIKX vs PADLX | |
| State Street Target Retirement Fund | 87 | — | Sep 2014 | DRIKX vs SSFNX | |
| Prudential Day One Income Fund | 86 | — | Dec 2016 | DRIKX vs PDAHX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 85 | — | Aug 2007 | DRIKX vs FRAMX | |
| Dimensional Retirement Income Fund | 85 | — | Nov 2015 | DRIKX vs TDIFX |
Top Performing DRIKX Alternatives (YTD)
DRIKX is at 11.86% YTD. There are 136 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 1,644,791.35%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | DRIKX vs FRAMX | |
| Fidelity Freedom 2060 Fund Class K6 | 13.86% | — | Aug 2014 | DRIKX vs FVTKX | |
| Fidelity Flex Freedom Blend 2060 Fund | 13.84% | — | Jun 2017 | DRIKX vs FWLSX | |
| Fidelity Freedom 2055 Fund Class K6 | 13.83% | — | Jun 2011 | DRIKX vs FCTKX | |
| Fidelity Freedom 2065 Fund Class K6 | 13.82% | — | Jun 2019 | DRIKX vs FFSZX |
Lowest Volatility Alternatives to DRIKX
DRIKX has 11.98% 1-year volatility. There are 398 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 | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.51% | — | Nov 2015 | DRIKX vs TDIFX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.32% | — | Aug 2007 | DRIKX vs FRQIX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.32% | — | Aug 2007 | DRIKX vs FRIMX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.33% | — | Aug 2007 | DRIKX vs FRQAX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.38% | — | Oct 2009 | DRIKX vs FIKFX |
Lowest Drawdown Alternatives to DRIKX
DRIKX has a 1-year max drawdown of -8.59%. There are 398 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 | DRIKX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | DRIKX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | DRIKX vs FFGZX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | -3.43% | — | Aug 2007 | DRIKX vs FRQIX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | -3.44% | — | Aug 2007 | DRIKX vs FRIMX |
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 $42B.
Often Compared With DRIKX
Investors most often compare DRIKX with DRIHX, FDEEX, VTSAX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare DRIKX with Any Fund or Stock
Compare DRIKX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DRIKX with funds that move differently
Dimensional 2055 Target Date Retirement Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DRIKX.
Explore DRIKX Diversifiers