T. Rowe Price Target 2025 Fund (PAJRX) 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 PAJRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PAJRX
PAJRX charges 0.77% annually. There are 550 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 2040 Fund | 0.01% | — | Feb 2001 | PAJRX vs PTDIX | |
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | PAJRX vs LTFIX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | PAJRX vs PMTIX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | PAJRX vs LTIUX | |
| Principal LifeTime 2060 Fund | 0.01% | — | Feb 2013 | PAJRX vs PLTZX |
Best Risk-Adjusted Alternatives to PAJRX
PAJRX has a PortfoliosLab risk / return rank of 63. There are 433 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 87.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 87 | — | Dec 2019 | PAJRX vs PADLX | |
| Fidelity Managed Retirement 2020 Fund | 84 | — | Dec 2007 | PAJRX vs FIRVX | |
| Fidelity Managed Retirement Income Fund Class K | 84 | — | Aug 2019 | PAJRX vs FRKMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 84 | — | Aug 2019 | PAJRX vs FRHMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 84 | — | Aug 2007 | PAJRX vs FRAMX |
Top Performing PAJRX Alternatives (YTD)
PAJRX is at 5.32% YTD. There are 551 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 | PAJRX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | PAJRX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | PAJRX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | PAJRX vs FIRVX | |
| Fidelity Freedom 2065 Fund Class K6 | 15.07% | — | Jun 2019 | PAJRX vs FFSZX |
Lowest Volatility Alternatives to PAJRX
PAJRX has 6.17% 1-year volatility. There are 112 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.56%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.56% | — | Nov 2015 | PAJRX vs TDIFX | |
| MFS Lifetime 2025 Fund | 4.18% | — | Nov 2012 | PAJRX vs LTTIX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.29% | — | Oct 2009 | PAJRX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.31% | — | Oct 2009 | PAJRX vs FFGZX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.35% | — | Aug 2007 | PAJRX vs FRIMX |
Lowest Drawdown Alternatives to PAJRX
PAJRX has a 1-year max drawdown of -4.86%. There are 132 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 | PAJRX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | PAJRX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | PAJRX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | PAJRX vs FRQHX | |
| Fidelity Managed Retirement 2010 Fund Class K | -3.42% | — | Aug 2019 | PAJRX vs FRQKX |
Other Mutual Funds from T. Rowe Price
The 10 most viewed T. Rowe Price mutual funds shown here include TRBCX, PRWCX, PRDGX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| T. Rowe Price Blue Chip Growth Fund | Large Cap Growth Equities | 14 | 1.82% | — | Jun 1993 | PAJRX vs TRBCX | |
| T. Rowe Price Capital Appreciation Fund | Diversified Portfolio | 39 | 4.62% | — | Jun 1986 | PAJRX vs PRWCX | |
| T. Rowe Price Dividend Growth Fund, Inc. | Large Cap Blend Equities, Dividend | 52 | 8.38% | — | Dec 1992 | PAJRX vs PRDGX | |
| T. Rowe Price U.S. Equity Research Fund | Large Cap Blend Equities | 64 | 10.90% | — | Nov 1994 | PAJRX vs PRCOX | |
| T. Rowe Price All-Cap Opportunities Fund | Large Cap Growth Equities | 13 | 0.66% | — | Sep 1985 | PAJRX vs PRWAX | |
| T. Rowe Price Blue Chip Growth Fund I Class | Large Cap Growth Equities | 15 | 1.88% | — | — | PAJRX vs TBCIX | |
| T. Rowe Price Equity Index 500 Fund | Large Cap Blend Equities | 65 | 10.08% | — | Mar 1990 | PAJRX vs PREIX | |
| T. Rowe Price Large-Cap Growth Fund | Large Cap Growth Equities | 12 | 1.37% | — | Oct 2001 | PAJRX vs TRLGX | |
| T. Rowe Price Science And Technology Fund | Technology Equities | 87 | 42.10% | — | Sep 1987 | PAJRX vs PRSCX | |
| T. Rowe Price Retirement 2035 Fund | Target Retirement Date | 31 | 9.02% | — | Feb 2004 | PAJRX vs TRRJX |
Often Compared With PAJRX
Investors most often compare PAJRX with FRBEX, SSFNX, DRILX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare PAJRX with Any Fund or Stock
Compare PAJRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PAJRX with funds that move differently
T. Rowe Price Target 2025 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PAJRX.
Explore PAJRX Diversifiers