T. Rowe Price Retirement Blend 2035 Fund (TBLHX) 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 TBLHX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TBLHX
TBLHX charges 0.24% annually. There are 212 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 | TBLHX vs JIEHX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | TBLHX vs LTRIX | |
| Principal LifeTime 2050 Fund | 0.01% | — | Feb 2001 | TBLHX vs PPLIX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | TBLHX vs LTIUX | |
| Principal LifeTime 2060 Fund | 0.01% | — | Feb 2013 | TBLHX vs PLTZX |
Best Risk-Adjusted Alternatives to TBLHX
TBLHX has a PortfoliosLab risk / return rank of 63. There are 431 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 | TBLHX vs PADLX | |
| State Street Target Retirement Fund | 88 | — | Sep 2014 | TBLHX vs SSFNX | |
| Prudential Day One Income Fund | 85 | — | Dec 2016 | TBLHX vs PDAHX | |
| State Street Target Retirement 2025 Fund | 85 | — | Sep 2014 | TBLHX vs SSBRX | |
| Dimensional 2060 Target Date Retirement Income Fun... | 83 | — | Nov 2015 | TBLHX vs DRILX |
Top Performing TBLHX Alternatives (YTD)
TBLHX is at 9.80% YTD. There are 311 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 14.17%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Flex Freedom Blend 2060 Fund | 14.17% | — | Jun 2017 | TBLHX vs FWLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 14.11% | — | Jun 2019 | TBLHX vs FDFPX | |
| Fidelity Flex Freedom Blend 2055 Fund | 14.07% | — | Jun 2017 | TBLHX vs FQLSX | |
| Fidelity Freedom Blend 2055 Fund Class K6 | 14.04% | — | Aug 2018 | TBLHX vs FHDDX | |
| Fidelity Freedom Blend 2065 Fund Class K6 | 14.03% | — | Jun 2019 | TBLHX vs FFBQX |
Lowest Volatility Alternatives to TBLHX
TBLHX has 9.82% 1-year volatility. There are 353 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.33% | — | Nov 2015 | TBLHX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | 3.98% | — | Oct 2009 | TBLHX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.01% | — | Oct 2009 | TBLHX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | 4.14% | — | Aug 2019 | TBLHX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K | 4.15% | — | Aug 2019 | TBLHX vs FRKMX |
Lowest Drawdown Alternatives to TBLHX
TBLHX has a 1-year max drawdown of -7.83%. There are 357 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 | TBLHX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | TBLHX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | TBLHX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | TBLHX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K | -3.42% | — | Aug 2019 | TBLHX 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 | 19 | 5.48% | — | Jun 1993 | TBLHX vs TRBCX | |
| T. Rowe Price Capital Appreciation Fund | Diversified Portfolio | 49 | 5.76% | — | Jun 1986 | TBLHX vs PRWCX | |
| T. Rowe Price Dividend Growth Fund, Inc. | Large Cap Blend Equities, Dividend | 40 | 7.60% | — | Dec 1992 | TBLHX vs PRDGX | |
| T. Rowe Price U.S. Equity Research Fund | Large Cap Blend Equities | 69 | 12.08% | — | Nov 1994 | TBLHX vs PRCOX | |
| T. Rowe Price All-Cap Opportunities Fund | Large Cap Growth Equities | 15 | 1.11% | — | Sep 1985 | TBLHX vs PRWAX | |
| T. Rowe Price Equity Index 500 Fund | Large Cap Blend Equities | 72 | 11.61% | — | Mar 1990 | TBLHX vs PREIX | |
| T. Rowe Price Blue Chip Growth Fund I Class | Large Cap Growth Equities | 21 | 5.54% | — | — | TBLHX vs TBCIX | |
| T. Rowe Price Large-Cap Growth Fund | Large Cap Growth Equities | 18 | 5.12% | — | Oct 2001 | TBLHX vs TRLGX | |
| T. Rowe Price Science And Technology Fund | Technology Equities | 91 | 41.41% | — | Sep 1987 | TBLHX vs PRSCX | |
| T. Rowe Price Retirement 2035 Fund | Target Retirement Date | 32 | 9.32% | — | Feb 2004 | TBLHX vs TRRJX |
Often Compared With TBLHX
Investors most often compare TBLHX with TRRHX, VTTHX, FFTWX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare TBLHX with Any Fund or Stock
Compare TBLHX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TBLHX with funds that move differently
T. Rowe Price Retirement Blend 2035 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TBLHX.
Explore TBLHX Diversifiers