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 | |
|---|---|---|---|---|---|
| Principal LifeTime 2020 Fund | 0.01% | — | Feb 2001 | TBLGX vs PLWIX | |
| Principal LifeTime 2060 Fund | 0.01% | — | Feb 2013 | TBLGX vs PLTZX | |
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | TBLGX vs LTFIX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | TBLGX vs LTRIX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | TBLGX vs PMTIX |
Best Risk-Adjusted Alternatives to TBLGX
TBLGX has a PortfoliosLab risk / return rank of 68. There are 258 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 89 | — | Dec 2019 | TBLGX vs PADLX | |
| State Street Target Retirement Fund | 87 | — | Sep 2014 | TBLGX vs SSFNX | |
| Prudential Day One Income Fund | 86 | — | Dec 2016 | TBLGX vs PDAHX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 85 | — | Aug 2007 | TBLGX vs FRAMX | |
| Dimensional Retirement Income Fund | 85 | — | Nov 2015 | TBLGX vs TDIFX |
Top Performing TBLGX Alternatives (YTD)
TBLGX is at 7.94% YTD. There are 387 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 | TBLGX vs FRAMX | |
| Fidelity Freedom 2060 Fund Class K6 | 13.86% | — | Aug 2014 | TBLGX vs FVTKX | |
| Fidelity Flex Freedom Blend 2060 Fund | 13.84% | — | Jun 2017 | TBLGX vs FWLSX | |
| Fidelity Freedom 2055 Fund Class K6 | 13.83% | — | Jun 2011 | TBLGX vs FCTKX | |
| Fidelity Freedom 2065 Fund Class K6 | 13.82% | — | Jun 2019 | TBLGX vs FFSZX |
Lowest Volatility Alternatives to TBLGX
TBLGX has 8.87% 1-year volatility. There are 244 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 | TBLGX vs TDIFX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.32% | — | Aug 2007 | TBLGX vs FRQIX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.32% | — | Aug 2007 | TBLGX vs FRIMX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.33% | — | Aug 2007 | TBLGX vs FRQAX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.38% | — | Oct 2009 | TBLGX vs FIKFX |
Lowest Drawdown Alternatives to TBLGX
TBLGX has a 1-year max drawdown of -6.69%. There are 247 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 Advisor Managed Retirement 2010 Fund Clas... | -3.43% | — | Aug 2007 | TBLGX vs FRQIX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | -3.44% | — | Aug 2007 | TBLGX 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 | 11 | 2.13% | — | Jun 1993 | TBLGX vs TRBCX | |
| T. Rowe Price Capital Appreciation Fund | Diversified Portfolio | 54 | 7.41% | — | Jun 1986 | TBLGX vs PRWCX | |
| T. Rowe Price Dividend Growth Fund, Inc. | Large Cap Blend Equities, Dividend | 68 | 10.30% | — | Dec 1992 | TBLGX vs PRDGX | |
| T. Rowe Price U.S. Equity Research Fund | Large Cap Blend Equities | 65 | 11.48% | — | Nov 1994 | TBLGX vs PRCOX | |
| T. Rowe Price Blue Chip Growth Fund I Class | Large Cap Growth Equities | 11 | 2.21% | — | — | TBLGX vs TBCIX | |
| T. Rowe Price All-Cap Opportunities Fund | Large Cap Growth Equities | 12 | 1.33% | — | Sep 1985 | TBLGX vs PRWAX | |
| T. Rowe Price Equity Index 500 Fund | Large Cap Blend Equities | 67 | 11.19% | — | Mar 1990 | TBLGX vs PREIX | |
| T. Rowe Price Large-Cap Growth Fund | Large Cap Growth Equities | 13 | 3.93% | — | Oct 2001 | TBLGX vs TRLGX | |
| T. Rowe Price Science And Technology Fund | Technology Equities | 51 | 25.22% | — | Sep 1987 | TBLGX vs PRSCX | |
| T. Rowe Price Retirement 2035 Fund | Target Retirement Date | 31 | 9.07% | — | Feb 2004 | TBLGX vs TRRJX |
Often Compared With TBLGX
Investors most often compare TBLGX with LTIUX, FOTKX, FFTHX. 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