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 167 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 2050 Fund | 0.01% | — | Feb 2001 | TBLAX vs PPLIX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | TBLAX vs LTRIX | |
| John Hancock Funds Multi-Index 2045 Lifetime Portf... | 0.01% | — | Nov 2013 | TBLAX vs JRLVX | |
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | TBLAX vs LTFIX | |
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | TBLAX vs JIEHX |
Best Risk-Adjusted Alternatives to TBLAX
TBLAX has a PortfoliosLab risk / return rank of 72. There are 47 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 | |
|---|---|---|---|---|---|
| State Street Target Retirement Fund | 86 | — | Sep 2014 | TBLAX vs SSFNX | |
| USAA Target Retirement Income Fund | 85 | — | Jul 2008 | TBLAX vs URINX | |
| Prudential Day One Income Fund | 85 | — | Dec 2016 | TBLAX vs PDAHX | |
| State Street Target Retirement 2025 Fund | 83 | — | Sep 2014 | TBLAX vs SSBRX | |
| USAA Target Retirement 2030 Fund | 83 | — | Jul 2008 | TBLAX vs URTRX |
Top Performing TBLAX Alternatives (YTD)
TBLAX is at 5.04% YTD. There are 520 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 13.54%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| USAA Target Retirement 2060 Fund | 13.54% | — | Jul 2013 | TBLAX vs URSIX | |
| USAA Target Retirement 2050 Fund | 13.05% | — | Jul 2008 | TBLAX vs URFFX | |
| Fidelity Flex Freedom Blend 2060 Fund | 12.89% | — | Jun 2017 | TBLAX vs FWLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 12.86% | — | Jun 2019 | TBLAX vs FDFPX | |
| Fidelity Flex Freedom Blend 2055 Fund | 12.80% | — | Jun 2017 | TBLAX vs FQLSX |
Lowest Volatility Alternatives to TBLAX
TBLAX has 6.03% 1-year volatility. There are 83 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 Freedom Index Retirement Fund Investor Cl... | 4.43% | — | Oct 2009 | TBLAX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.46% | — | Oct 2009 | TBLAX vs FFGZX | |
| MFS Lifetime Income Fund | 4.50% | — | Sep 2005 | TBLAX vs MLLIX | |
| Dimensional 2015 Target Date Retirement Income Fun... | 4.51% | — | Nov 2015 | TBLAX vs DRIQX |
Lowest Drawdown Alternatives to TBLAX
TBLAX has a 1-year max drawdown of -4.61%. There are 85 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 Retirement Fund Investor Cl... | -3.32% | — | Oct 2009 | TBLAX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | TBLAX vs FFGZX | |
| Dimensional 2015 Target Date Retirement Income Fun... | -3.47% | — | Nov 2015 | TBLAX vs DRIQX | |
| Putnam RetirementReady Maturity Fund | -3.50% | — | Oct 2004 | TBLAX vs PRMYX |
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 | 7 | -1.84% | — | Jun 1993 | TBLAX vs TRBCX | |
| T. Rowe Price Capital Appreciation Fund | Diversified Portfolio | 40 | 6.66% | — | Jun 1986 | TBLAX vs PRWCX | |
| T. Rowe Price Dividend Growth Fund, Inc. | Large Cap Blend Equities, Dividend | 75 | 10.76% | — | Dec 1992 | TBLAX vs PRDGX | |
| T. Rowe Price U.S. Equity Research Fund | Large Cap Blend Equities | 51 | 9.93% | — | Nov 1994 | TBLAX vs PRCOX | |
| T. Rowe Price Blue Chip Growth Fund I Class | Large Cap Growth Equities | 7 | -1.76% | — | — | TBLAX vs TBCIX | |
| T. Rowe Price Equity Index 500 Fund | Large Cap Blend Equities | 57 | 10.00% | — | Mar 1990 | TBLAX vs PREIX | |
| T. Rowe Price All-Cap Opportunities Fund | Large Cap Growth Equities | 10 | -0.23% | — | Sep 1985 | TBLAX vs PRWAX | |
| T. Rowe Price Large-Cap Growth Fund | Large Cap Growth Equities | 10 | 0.84% | — | Oct 2001 | TBLAX vs TRLGX | |
| T. Rowe Price Science And Technology Fund | Technology Equities | 35 | 19.88% | — | Sep 1987 | TBLAX vs PRSCX | |
| T. Rowe Price Retirement 2035 Fund | Target Retirement Date | 32 | 8.73% | — | Feb 2004 | TBLAX vs TRRJX |
Often Compared With TBLAX
Investors most often compare TBLAX with FTLSX, PBRNX, SCHG. 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