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 2020 Fund | 0.01% | — | Feb 2001 | TBLAX vs PLWIX | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | — | Mar 2020 | TBLAX vs FCQTX | |
| Principal LifeTime 2050 Fund | 0.01% | — | Feb 2001 | TBLAX vs PPLIX | |
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | TBLAX vs JIEHX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | TBLAX vs LTIUX |
Best Risk-Adjusted Alternatives to TBLAX
TBLAX has a PortfoliosLab risk / return rank of 71. There are 63 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 | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 86 | — | Dec 2019 | TBLAX vs PADLX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 85 | — | Aug 2007 | TBLAX vs FRAMX | |
| State Street Target Retirement Fund | 84 | — | Sep 2014 | TBLAX vs SSFNX | |
| Prudential Day One Income Fund | 82 | — | Dec 2016 | TBLAX vs PDAHX | |
| Dimensional Retirement Income Fund | 81 | — | Nov 2015 | TBLAX vs TDIFX |
Top Performing TBLAX Alternatives (YTD)
TBLAX is at 5.04% YTD. There are 514 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 1,644,791.35%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | TBLAX vs FRAMX | |
| USAA Target Retirement 2060 Fund | 12.78% | — | Jul 2013 | TBLAX vs URSIX | |
| Fidelity Flex Freedom Blend 2060 Fund | 12.62% | — | Jun 2017 | TBLAX vs FWLSX | |
| Fidelity Freedom 2065 Fund Class K6 | 12.58% | — | Jun 2019 | TBLAX vs FFSZX | |
| Fidelity Freedom 2055 Fund Class K6 | 12.56% | — | Jun 2011 | TBLAX vs FCTKX |
Lowest Volatility Alternatives to TBLAX
TBLAX has 5.97% 1-year volatility. There are 90 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 | TBLAX vs TDIFX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.32% | — | Aug 2007 | TBLAX vs FRIMX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.32% | — | Aug 2007 | TBLAX vs FRQIX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.33% | — | Aug 2007 | TBLAX vs FRQAX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.38% | — | Oct 2009 | TBLAX vs FIKFX |
Lowest Drawdown Alternatives to TBLAX
TBLAX has a 1-year max drawdown of -4.61%. There are 93 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 Advisor Managed Retirement 2010 Fund Clas... | -3.43% | — | Aug 2007 | TBLAX vs FRQIX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | -3.44% | — | Aug 2007 | TBLAX vs FRIMX |
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 | -0.31% | — | Jun 1993 | TBLAX vs TRBCX | |
| T. Rowe Price Capital Appreciation Fund | Diversified Portfolio | 49 | 6.88% | — | Jun 1986 | TBLAX vs PRWCX | |
| T. Rowe Price Dividend Growth Fund, Inc. | Large Cap Blend Equities, Dividend | 63 | 10.37% | — | Dec 1992 | TBLAX vs PRDGX | |
| T. Rowe Price U.S. Equity Research Fund | Large Cap Blend Equities | 57 | 10.48% | — | Nov 1994 | TBLAX vs PRCOX | |
| T. Rowe Price Blue Chip Growth Fund I Class | Large Cap Growth Equities | 10 | -0.24% | — | — | TBLAX vs TBCIX | |
| T. Rowe Price All-Cap Opportunities Fund | Large Cap Growth Equities | 11 | 0.10% | — | Sep 1985 | TBLAX vs PRWAX | |
| T. Rowe Price Equity Index 500 Fund | Large Cap Blend Equities | 60 | 10.35% | — | Mar 1990 | TBLAX vs PREIX | |
| T. Rowe Price Large-Cap Growth Fund | Large Cap Growth Equities | 12 | 2.14% | — | Oct 2001 | TBLAX vs TRLGX | |
| T. Rowe Price Science And Technology Fund | Technology Equities | 51 | 23.78% | — | Sep 1987 | TBLAX vs PRSCX | |
| T. Rowe Price Retirement 2035 Fund | Target Retirement Date | 27 | 8.30% | — | Feb 2004 | TBLAX vs TRRJX |
Often Compared With TBLAX
Investors most often compare TBLAX with PBRNX, SCHG, FTLSX. These 20 comparison targets span 2 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