Fidelity Managed Retirement 2025 Fund (FIXRX) 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 FIXRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FIXRX
FIXRX charges 0.48% annually. There are 396 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 | FIXRX vs LTFIX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | FIXRX vs LTRIX | |
| Principal LifeTime 2050 Fund | 0.01% | — | Feb 2001 | FIXRX vs PPLIX | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | FIXRX vs PTDIX | |
| Principal LifeTime 2020 Fund | 0.01% | — | Feb 2001 | FIXRX vs PLWIX |
Best Risk-Adjusted Alternatives to FIXRX
Among 666 mutual funds in the Target Retirement Date category with risk / return rank data, the top risk-adjusted alternatives shown here go as high as 86.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Managed Retirement 2020 Fund | 86 | — | Dec 2007 | FIXRX vs FIRVX | |
| Fidelity Managed Retirement Income Fund Class K | 86 | — | Aug 2019 | FIXRX vs FRKMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 86 | — | Aug 2019 | FIXRX vs FRHMX | |
| Putnam Retirement Advantage Maturity Fund | 85 | — | Dec 2019 | FIXRX vs PADLX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 85 | — | Aug 2007 | FIXRX vs FRAMX |
Top Performing FIXRX Alternatives (YTD)
Among 666 mutual funds in the Target Retirement Date category with YTD return data, the top-performing alternatives shown here go 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 | FIXRX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | FIXRX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | FIXRX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | FIXRX vs FIRVX | |
| Fidelity Freedom 2060 Fund Class K6 | 14.16% | — | Aug 2014 | FIXRX vs FVTKX |
Lowest Volatility Alternatives to FIXRX
Among 666 mutual funds in the Target Retirement Date category with 1-year volatility data, the lowest-volatility alternatives shown here go as low as 3.50%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.50% | — | Nov 2015 | FIXRX vs TDIFX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.32% | — | Aug 2007 | FIXRX vs FRIMX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.32% | — | Aug 2007 | FIXRX vs FRQIX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.33% | — | Aug 2007 | FIXRX vs FRQAX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.35% | — | Oct 2009 | FIXRX vs FIKFX |
Lowest Drawdown Alternatives to FIXRX
Among 666 mutual funds in the Target Retirement Date category with 1-year drawdown data, the lowest-drawdown alternatives shown here go as shallow as -2.61%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | -2.61% | — | Nov 2015 | FIXRX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | FIXRX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | FIXRX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | FIXRX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K | -3.42% | — | Aug 2019 | FIXRX vs FRKMX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | Tactical Allocation, Derivative Income, ESG | 39 | 15.10% | — | Sep 2021 | FIXRX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 65 | 11.33% | — | Jul 1993 | FIXRX vs WFSPX | |
| BlackRock Global Equity Market Neutral Fund Class ... | Equity Market Neutral | 96 | 11.25% | — | Dec 2012 | FIXRX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 64 | 12.43% | — | May 2011 | FIXRX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 73 | 11.70% | — | Dec 1991 | FIXRX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 51 | 9.56% | — | Jul 2010 | FIXRX vs ASFYX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 41 | 5.97% | — | Aug 2005 | FIXRX vs BDJ | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 50 | 34.57% | — | Apr 2000 | FIXRX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 72 | 6.74% | — | Oct 2007 | FIXRX vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 72 | 13.91% | — | Sep 1999 | FIXRX vs FAMRX |
Often Compared With FIXRX
Investors most often compare FIXRX with FNSFX, FCTKX, FFSZX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare FIXRX with Any Fund or Stock
Compare FIXRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FIXRX with funds that move differently
Fidelity Managed Retirement 2025 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FIXRX.
Explore FIXRX Diversifiers