T. Rowe Price Retirement Blend 2025 Fund (TBLEX) 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 TBLEX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TBLEX
TBLEX charges 0.22% annually. There are 189 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 2045 Fund | 0.01% | — | Feb 2008 | TBLEX vs LTRIX | |
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | TBLEX vs JIEHX | |
| Principal LifeTime 2050 Fund | 0.01% | — | Feb 2001 | TBLEX vs PPLIX | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | — | Mar 2020 | TBLEX vs FCQTX | |
| Principal LifeTime 2020 Fund | 0.01% | — | Feb 2001 | TBLEX vs PLWIX |
Best Risk-Adjusted Alternatives to TBLEX
TBLEX has a PortfoliosLab risk / return rank of 70. There are 89 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 | TBLEX vs SSFNX | |
| USAA Target Retirement Income Fund | 85 | — | Jul 2008 | TBLEX vs URINX | |
| Prudential Day One Income Fund | 85 | — | Dec 2016 | TBLEX vs PDAHX | |
| State Street Target Retirement 2025 Fund | 83 | — | Sep 2014 | TBLEX vs SSBRX | |
| USAA Target Retirement 2030 Fund | 83 | — | Jul 2008 | TBLEX vs URTRX |
Top Performing TBLEX Alternatives (YTD)
TBLEX is at 6.39% YTD. There are 435 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 | TBLEX vs URSIX | |
| USAA Target Retirement 2050 Fund | 13.05% | — | Jul 2008 | TBLEX vs URFFX | |
| Fidelity Flex Freedom Blend 2060 Fund | 12.89% | — | Jun 2017 | TBLEX vs FWLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 12.86% | — | Jun 2019 | TBLEX vs FDFPX | |
| Fidelity Flex Freedom Blend 2055 Fund | 12.80% | — | Jun 2017 | TBLEX vs FQLSX |
Lowest Volatility Alternatives to TBLEX
TBLEX has 7.71% 1-year volatility. There are 164 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 | TBLEX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | 4.43% | — | Oct 2009 | TBLEX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.46% | — | Oct 2009 | TBLEX vs FFGZX | |
| MFS Lifetime Income Fund | 4.50% | — | Sep 2005 | TBLEX vs MLLIX | |
| Dimensional 2015 Target Date Retirement Income Fun... | 4.51% | — | Nov 2015 | TBLEX vs DRIQX |
Lowest Drawdown Alternatives to TBLEX
TBLEX has a 1-year max drawdown of -5.80%. There are 180 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 | TBLEX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | -3.32% | — | Oct 2009 | TBLEX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | TBLEX vs FFGZX | |
| Dimensional 2015 Target Date Retirement Income Fun... | -3.47% | — | Nov 2015 | TBLEX vs DRIQX | |
| Putnam RetirementReady Maturity Fund | -3.50% | — | Oct 2004 | TBLEX 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 | TBLEX vs TRBCX | |
| T. Rowe Price Capital Appreciation Fund | Diversified Portfolio | 40 | 6.66% | — | Jun 1986 | TBLEX vs PRWCX | |
| T. Rowe Price Dividend Growth Fund, Inc. | Large Cap Blend Equities, Dividend | 75 | 10.76% | — | Dec 1992 | TBLEX vs PRDGX | |
| T. Rowe Price U.S. Equity Research Fund | Large Cap Blend Equities | 51 | 9.93% | — | Nov 1994 | TBLEX vs PRCOX | |
| T. Rowe Price Blue Chip Growth Fund I Class | Large Cap Growth Equities | 7 | -1.76% | — | — | TBLEX vs TBCIX | |
| T. Rowe Price Equity Index 500 Fund | Large Cap Blend Equities | 57 | 10.00% | — | Mar 1990 | TBLEX vs PREIX | |
| T. Rowe Price All-Cap Opportunities Fund | Large Cap Growth Equities | 10 | -0.23% | — | Sep 1985 | TBLEX vs PRWAX | |
| T. Rowe Price Large-Cap Growth Fund | Large Cap Growth Equities | 10 | 0.84% | — | Oct 2001 | TBLEX vs TRLGX | |
| T. Rowe Price Science And Technology Fund | Technology Equities | 35 | 19.88% | — | Sep 1987 | TBLEX vs PRSCX | |
| T. Rowe Price Retirement 2035 Fund | Target Retirement Date | 32 | 8.73% | — | Feb 2004 | TBLEX vs TRRJX |
Often Compared With TBLEX
Investors most often compare TBLEX with FIRFX, AADTX, TRRHX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare TBLEX with Any Fund or Stock
Compare TBLEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TBLEX with funds that move differently
T. Rowe Price Retirement Blend 2025 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TBLEX.
Explore TBLEX Diversifiers