T. Rowe Price Retirement Blend 2005 Fund (TBLAX) 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 TBLAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TBLAX
TBLAX charges 0.19% annually. There are 165 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 | TBLAX vs LTFIX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | TBLAX vs LTIUX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | TBLAX vs PMTIX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | TBLAX vs LTRIX | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | — | Mar 2020 | TBLAX vs FCQTX |
Best Risk-Adjusted Alternatives to TBLAX
TBLAX has a PortfoliosLab risk / return rank of 68. There are 90 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 85.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Managed Retirement 2020 Fund | 85 | — | Dec 2007 | TBLAX vs FIRVX | |
| Putnam Retirement Advantage Maturity Fund | 85 | — | Dec 2019 | TBLAX vs PADLX | |
| Fidelity Managed Retirement Income Fund Class K | 84 | — | Aug 2019 | TBLAX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 84 | — | Aug 2007 | TBLAX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 84 | — | Aug 2019 | TBLAX vs FRHMX |
Top Performing TBLAX Alternatives (YTD)
TBLAX is at 4.66% YTD. There are 534 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 | TBLAX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | TBLAX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | TBLAX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | TBLAX vs FIRVX | |
| Fidelity Freedom 2065 Fund Class K6 | 12.19% | — | Jun 2019 | TBLAX vs FFSZX |
Lowest Volatility Alternatives to TBLAX
TBLAX has 5.95% 1-year volatility. There are 98 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.59%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.59% | — | Nov 2015 | TBLAX vs TDIFX | |
| MFS Lifetime 2025 Fund | 4.18% | — | Nov 2012 | TBLAX vs LTTIX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.32% | — | Oct 2009 | TBLAX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.34% | — | Oct 2009 | TBLAX vs FFGZX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.35% | — | Aug 2007 | TBLAX vs FRIMX |
Lowest Drawdown Alternatives to TBLAX
TBLAX has a 1-year max drawdown of -4.61%. There are 105 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 | TBLAX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | TBLAX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | TBLAX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | TBLAX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K | -3.42% | — | Aug 2019 | TBLAX vs FRKMX |
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 | 9 | -1.78% | — | Jun 1993 | TBLAX vs TRBCX | |
| T. Rowe Price Capital Appreciation Fund | Diversified Portfolio | 35 | 4.25% | — | Jun 1986 | TBLAX vs PRWCX | |
| T. Rowe Price Dividend Growth Fund, Inc. | Large Cap Blend Equities, Dividend | 43 | 7.88% | — | Dec 1992 | TBLAX vs PRDGX | |
| T. Rowe Price U.S. Equity Research Fund | Large Cap Blend Equities | 50 | 8.76% | — | Nov 1994 | TBLAX vs PRCOX | |
| T. Rowe Price All-Cap Opportunities Fund | Large Cap Growth Equities | 9 | -1.59% | — | Sep 1985 | TBLAX vs PRWAX | |
| T. Rowe Price Blue Chip Growth Fund I Class | Large Cap Growth Equities | 10 | -1.71% | — | — | TBLAX vs TBCIX | |
| T. Rowe Price Equity Index 500 Fund | Large Cap Blend Equities | 51 | 8.10% | — | Mar 1990 | TBLAX vs PREIX | |
| T. Rowe Price Large-Cap Growth Fund | Large Cap Growth Equities | 9 | -1.57% | — | Oct 2001 | TBLAX vs TRLGX | |
| T. Rowe Price Science And Technology Fund | Technology Equities | 75 | 34.24% | — | Sep 1987 | TBLAX vs PRSCX | |
| T. Rowe Price Retirement 2035 Fund | Target Retirement Date | 25 | 7.44% | — | Feb 2004 | TBLAX vs TRRJX |
Often Compared With TBLAX
Investors most often compare TBLAX with SCHG, PBRNX, FTLSX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare TBLAX with Any Fund or Stock
Compare TBLAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TBLAX with funds that move differently
T. Rowe Price Retirement Blend 2005 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TBLAX.
Explore TBLAX Diversifiers