Dimensional 2030 Target Date Retirement Income Fund (DRIWX) Alternatives
Dimensional 2030 Target Date Retirement Income Fund (DRIWX) 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 DRIWX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to DRIWX
DRIWX charges 0.20% annually. Among mutual funds in the Target Retirement Date category, these options have the lowest expense ratios among DRIWX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Principal LifeTime 2035 Fund | 0.01% | Feb 28, 2008 | DRIWX vs LTIUX | |
| Principal LifeTime 2030 Fund | 0.01% | Feb 28, 2001 | DRIWX vs PMTIX | |
| John Hancock Funds Multi-Index 2055 Lifetime Portf... | 0.01% | Mar 25, 2014 | DRIWX vs JLKYX | |
| Principal LifeTime 2045 Fund | 0.01% | Feb 28, 2008 | DRIWX vs LTRIX | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | Mar 26, 2020 | DRIWX vs FCQTX |
Best Risk-Adjusted Alternatives to DRIWX
Among mutual funds in the Target Retirement Date category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| USAA Target Retirement Income Fund | 86 | Jul 30, 2008 | DRIWX vs URINX | |
| Putnam Retirement Advantage Maturity Fund | 86 | Dec 30, 2019 | DRIWX vs PADLX | |
| Fidelity Freedom Income Fund Class K6 | 84 | Oct 17, 1996 | DRIWX vs FYTKX | |
| State Street Target Retirement Fund | 84 | Sep 29, 2014 | DRIWX vs SSFNX | |
| Fidelity Managed Retirement Income Fund Class K6 | 84 | Aug 1, 2019 | DRIWX vs FRHMX |
Top Performing DRIWX Alternatives (YTD)
DRIWX alternatives from the Target Retirement Date category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Prudential Day One Income Fund | 0.08% | Dec 12, 2016 | DRIWX vs PDAHX | |
| State Street Target Retirement Fund | -0.35% | Sep 29, 2014 | DRIWX vs SSFNX | |
| Dimensional Retirement Income Fund | -0.37% | Nov 1, 2015 | DRIWX vs TDIFX | |
| Prudential Day One 2020 Fund | -0.38% | Dec 12, 2016 | DRIWX vs PDDDX | |
| Fidelity Freedom Income Fund Class K6 | -0.40% | Oct 17, 1996 | DRIWX vs FYTKX |
Lowest Volatility Alternatives to DRIWX
DRIWX alternatives from the Target Retirement Date category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Dimensional Retirement Income Fund | 4.31% | Nov 1, 2015 | DRIWX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.34% | Oct 2, 2009 | DRIWX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.35% | Oct 2, 2009 | DRIWX vs FFGZX | |
| Fidelity Managed Retirement Income Fund Class K | 4.58% | Aug 1, 2019 | DRIWX vs FRKMX | |
| Fidelity Managed Retirement Income Fund | 4.59% | Aug 30, 2007 | DRIWX vs FIRMX |
Lowest Drawdown Alternatives to DRIWX
DRIWX alternatives from the Target Retirement Date category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Dimensional Retirement Income Fund | -2.84% | Nov 1, 2015 | DRIWX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | Oct 2, 2009 | DRIWX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | Oct 2, 2009 | DRIWX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | Aug 1, 2019 | DRIWX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K6 | -3.42% | Aug 1, 2019 | DRIWX vs FRHMX |
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Often Compared With DRIWX
What investors most often compare with DRIWX, based on PortfoliosLab usage data.
Compare DRIWX with Any Fund or Stock
Compare DRIWX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.