T. Rowe Price Retirement Blend 2030 Fund (TBLGX) 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 TBLGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TBLGX
TBLGX charges 0.23% annually. There are 204 mutual funds in the Target Retirement Date category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | TBLGX vs JIEHX | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | TBLGX vs PTDIX | |
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | TBLGX vs LTFIX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | TBLGX vs PMTIX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | TBLGX vs LTRIX |
Best Risk-Adjusted Alternatives to TBLGX
TBLGX has a PortfoliosLab risk / return rank of 60. There are 354 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 | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 85 | — | Dec 2019 | TBLGX vs PADLX | |
| Fidelity Managed Retirement 2020 Fund | 85 | — | Dec 2007 | TBLGX vs FIRVX | |
| Fidelity Managed Retirement Income Fund Class K | 85 | — | Aug 2019 | TBLGX vs FRKMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 85 | — | Aug 2019 | TBLGX vs FRHMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 85 | — | Aug 2007 | TBLGX vs FRAMX |
Top Performing TBLGX Alternatives (YTD)
TBLGX is at 6.72% YTD. There are 404 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 | TBLGX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | TBLGX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | TBLGX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | TBLGX vs FIRVX | |
| Fidelity Freedom 2065 Fund Class K6 | 12.32% | — | Jun 2019 | TBLGX vs FFSZX |
Lowest Volatility Alternatives to TBLGX
TBLGX has 8.84% 1-year volatility. There are 259 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 | TBLGX vs TDIFX | |
| MFS Lifetime 2025 Fund | 4.18% | — | Nov 2012 | TBLGX vs LTTIX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.32% | — | Oct 2009 | TBLGX vs FIKFX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.34% | — | Aug 2007 | TBLGX vs FRQAX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.34% | — | Oct 2009 | TBLGX vs FFGZX |
Lowest Drawdown Alternatives to TBLGX
TBLGX has a 1-year max drawdown of -6.69%. There are 265 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 | TBLGX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | TBLGX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | TBLGX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | TBLGX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K | -3.42% | — | Aug 2019 | TBLGX 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 | 10 | -1.77% | — | Jun 1993 | TBLGX vs TRBCX | |
| T. Rowe Price Capital Appreciation Fund | Diversified Portfolio | 37 | 4.42% | — | Jun 1986 | TBLGX vs PRWCX | |
| T. Rowe Price Dividend Growth Fund, Inc. | Large Cap Blend Equities, Dividend | 48 | 8.16% | — | Dec 1992 | TBLGX vs PRDGX | |
| T. Rowe Price All-Cap Opportunities Fund | Large Cap Growth Equities | 10 | -1.30% | — | Sep 1985 | TBLGX vs PRWAX | |
| T. Rowe Price U.S. Equity Research Fund | Large Cap Blend Equities | 53 | 8.64% | — | Nov 1994 | TBLGX vs PRCOX | |
| T. Rowe Price Blue Chip Growth Fund I Class | Large Cap Growth Equities | 10 | -1.70% | — | — | TBLGX vs TBCIX | |
| T. Rowe Price Equity Index 500 Fund | Large Cap Blend Equities | 54 | 8.00% | — | Mar 1990 | TBLGX vs PREIX | |
| T. Rowe Price Large-Cap Growth Fund | Large Cap Growth Equities | 10 | -1.11% | — | Oct 2001 | TBLGX vs TRLGX | |
| T. Rowe Price Science And Technology Fund | Technology Equities | 77 | 33.11% | — | Sep 1987 | TBLGX vs PRSCX | |
| T. Rowe Price Retirement 2035 Fund | Target Retirement Date | 26 | 7.57% | — | Feb 2004 | TBLGX vs TRRJX |
Often Compared With TBLGX
Investors most often compare TBLGX with FRIMX, LTIUX, FOTKX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare TBLGX with Any Fund or Stock
Compare TBLGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TBLGX with funds that move differently
T. Rowe Price Retirement Blend 2030 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TBLGX.
Explore TBLGX Diversifiers