Dimensional 2025 Target Date Retirement Income Fund (DRIUX) 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 DRIUX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DRIUX
DRIUX charges 0.18% annually. There are 157 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 2035 Fund | 0.01% | — | Feb 2008 | DRIUX vs LTIUX | |
| Principal LifeTime 2025 Fund | 0.01% | — | Feb 2008 | DRIUX vs LTSTX | |
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | DRIUX vs LTFIX | |
| Principal LifeTime 2060 Fund | 0.01% | — | Feb 2013 | DRIUX vs PLTZX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | DRIUX vs LTRIX |
Best Risk-Adjusted Alternatives to DRIUX
DRIUX has a PortfoliosLab risk / return rank of 33. There are 648 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 | |
|---|---|---|---|---|---|
| Fidelity Managed Retirement 2020 Fund | 86 | — | Dec 2007 | DRIUX vs FIRVX | |
| Fidelity Managed Retirement Income Fund Class K | 86 | — | Aug 2019 | DRIUX vs FRKMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 86 | — | Aug 2019 | DRIUX vs FRHMX | |
| Putnam Retirement Advantage Maturity Fund | 85 | — | Dec 2019 | DRIUX vs PADLX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 85 | — | Aug 2007 | DRIUX vs FRAMX |
Top Performing DRIUX Alternatives (YTD)
DRIUX is at 3.05% YTD. There are 663 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 | DRIUX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | DRIUX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | DRIUX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | DRIUX vs FIRVX | |
| Fidelity Freedom 2060 Fund Class K6 | 13.86% | — | Aug 2014 | DRIUX vs FVTKX |
Lowest Volatility Alternatives to DRIUX
DRIUX has 5.71% 1-year volatility. There are 85 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.50%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.50% | — | Nov 2015 | DRIUX vs TDIFX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.32% | — | Aug 2007 | DRIUX vs FRQIX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.32% | — | Aug 2007 | DRIUX vs FRIMX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.33% | — | Aug 2007 | DRIUX vs FRQAX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.35% | — | Oct 2009 | DRIUX vs FIKFX |
Lowest Drawdown Alternatives to DRIUX
DRIUX has a 1-year max drawdown of -4.49%. There are 91 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 | DRIUX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | DRIUX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | DRIUX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | DRIUX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K6 | -3.42% | — | Aug 2019 | DRIUX vs FRHMX |
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 DRIUX
Investors most often compare DRIUX with PTDIX, PMTIX, PLWIX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare DRIUX with Any Fund or Stock
Compare DRIUX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DRIUX with funds that move differently
Dimensional 2025 Target Date Retirement Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DRIUX.
Explore DRIUX Diversifiers