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 159 mutual funds in the Target Retirement Date category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Funds 2065 Target Date Retirement Fund | 0.01% | — | Mar 2020 | DRIUX vs FCQTX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | DRIUX vs LTRIX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | DRIUX vs PMTIX | |
| Principal LifeTime 2060 Fund | 0.01% | — | Feb 2013 | DRIUX vs PLTZX | |
| Principal LifeTime 2050 Fund | 0.01% | — | Feb 2001 | DRIUX vs PPLIX |
Best Risk-Adjusted Alternatives to DRIUX
DRIUX has a PortfoliosLab risk / return rank of 28. There are 637 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 | |
|---|---|---|---|---|---|
| State Street Target Retirement Fund | 86 | — | Sep 2014 | DRIUX vs SSFNX | |
| USAA Target Retirement Income Fund | 85 | — | Jul 2008 | DRIUX vs URINX | |
| Prudential Day One Income Fund | 85 | — | Dec 2016 | DRIUX vs PDAHX | |
| Putnam Retirement Advantage Maturity Fund | 84 | — | Dec 2019 | DRIUX vs PADLX | |
| USAA Target Retirement 2030 Fund | 84 | — | Jul 2008 | DRIUX vs URTRX |
Top Performing DRIUX Alternatives (YTD)
DRIUX is at 2.15% YTD. There are 649 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 13.54%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| USAA Target Retirement 2060 Fund | 13.54% | — | Jul 2013 | DRIUX vs URSIX | |
| USAA Target Retirement 2050 Fund | 13.05% | — | Jul 2008 | DRIUX vs URFFX | |
| Fidelity Flex Freedom Blend 2060 Fund | 12.35% | — | Jun 2017 | DRIUX vs FWLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 12.26% | — | Jun 2019 | DRIUX vs FDFPX | |
| Fidelity Flex Freedom Blend 2055 Fund | 12.26% | — | Jun 2017 | DRIUX vs FQLSX |
Lowest Volatility Alternatives to DRIUX
DRIUX has 5.68% 1-year volatility. There are 64 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 | DRIUX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | 4.44% | — | Oct 2009 | DRIUX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.47% | — | Oct 2009 | DRIUX vs FFGZX | |
| MFS Lifetime Income Fund | 4.51% | — | Sep 2005 | DRIUX vs MLLIX | |
| Dimensional 2015 Target Date Retirement Income Fun... | 4.52% | — | Nov 2015 | DRIUX vs DRIQX |
Lowest Drawdown Alternatives to DRIUX
DRIUX has a 1-year max drawdown of -4.49%. There are 76 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 Retirement Fund Investor Cl... | -3.32% | — | Oct 2009 | DRIUX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | DRIUX vs FFGZX | |
| Dimensional 2015 Target Date Retirement Income Fun... | -3.47% | — | Nov 2015 | DRIUX vs DRIQX | |
| Putnam RetirementReady Maturity Fund | -3.50% | — | Oct 2004 | DRIUX 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.
Often Compared With DRIUX
Investors most often compare DRIUX with FRQHX, PTDIX, PLWIX. These 20 comparison targets span 1 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