T. Rowe Price Retirement Blend 2040 Fund (TBLJX) Alternatives
T. Rowe Price Retirement Blend 2040 Fund (TBLJX) 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 TBLJX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to TBLJX
TBLJX charges 0.24% annually. Among mutual funds in the Target Retirement Date category, these options have the lowest expense ratios among TBLJX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Principal LifeTime 2035 Fund | 0.01% | Feb 28, 2008 | TBLJX vs LTIUX | |
| Principal LifeTime 2030 Fund | 0.01% | Feb 28, 2001 | TBLJX vs PMTIX | |
| John Hancock Funds Multi-Index 2055 Lifetime Portf... | 0.01% | Mar 25, 2014 | TBLJX vs JLKYX | |
| Principal LifeTime 2045 Fund | 0.01% | Feb 28, 2008 | TBLJX vs LTRIX | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | Mar 26, 2020 | TBLJX vs FCQTX |
Best Risk-Adjusted Alternatives to TBLJX
Among mutual funds in the Target Retirement Date category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| USAA Target Retirement Income Fund | 86 | Jul 30, 2008 | TBLJX vs URINX | |
| Putnam Retirement Advantage Maturity Fund | 86 | Dec 30, 2019 | TBLJX vs PADLX | |
| Fidelity Freedom Income Fund Class K6 | 84 | Oct 17, 1996 | TBLJX vs FYTKX | |
| State Street Target Retirement Fund | 84 | Sep 29, 2014 | TBLJX vs SSFNX | |
| Fidelity Managed Retirement Income Fund Class K6 | 84 | Aug 1, 2019 | TBLJX vs FRHMX |
Top Performing TBLJX Alternatives (YTD)
TBLJX alternatives from the Target Retirement Date category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Prudential Day One Income Fund | 0.08% | Dec 12, 2016 | TBLJX vs PDAHX | |
| State Street Target Retirement Fund | -0.35% | Sep 29, 2014 | TBLJX vs SSFNX | |
| Dimensional Retirement Income Fund | -0.37% | Nov 1, 2015 | TBLJX vs TDIFX | |
| Prudential Day One 2020 Fund | -0.38% | Dec 12, 2016 | TBLJX vs PDDDX | |
| Fidelity Freedom Income Fund Class K6 | -0.40% | Oct 17, 1996 | TBLJX vs FYTKX |
Lowest Volatility Alternatives to TBLJX
TBLJX alternatives from the Target Retirement Date category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Dimensional Retirement Income Fund | 4.31% | Nov 1, 2015 | TBLJX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.34% | Oct 2, 2009 | TBLJX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.35% | Oct 2, 2009 | TBLJX vs FFGZX | |
| Fidelity Managed Retirement Income Fund Class K | 4.58% | Aug 1, 2019 | TBLJX vs FRKMX | |
| Fidelity Managed Retirement Income Fund | 4.59% | Aug 30, 2007 | TBLJX vs FIRMX |
Lowest Drawdown Alternatives to TBLJX
TBLJX alternatives from the Target Retirement Date category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Dimensional Retirement Income Fund | -2.84% | Nov 1, 2015 | TBLJX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | Oct 2, 2009 | TBLJX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | Oct 2, 2009 | TBLJX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | Aug 1, 2019 | TBLJX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K6 | -3.42% | Aug 1, 2019 | TBLJX vs FRHMX |
Other Mutual Funds from T. Rowe Price
Most popular T. Rowe Price mutual funds on PortfoliosLab, across asset classes.
Often Compared With TBLJX
What investors most often compare with TBLJX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | TBLJX vs VOO | |
| T. Rowe Price Retirement 2040 Fund | Target Retirement Date | 23 | -3.31% | Sep 29, 2002 | TBLJX vs TRRDX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | Target Retirement Date | 80 | -0.57% | Aug 30, 2007 | TBLJX vs FRAMX | |
| Principal LifeTime 2050 Fund | Target Retirement Date | 39 | -5.09% | Feb 28, 2001 | TBLJX vs PPLIX | |
| Fidelity Managed Retirement 2010 Fund Class K | Target Retirement Date | 83 | -0.48% | Aug 1, 2019 | TBLJX vs FRQKX | |
| John Hancock Funds Multi-Index 2045 Lifetime Portf... | Target Retirement Date | 59 | -3.42% | Nov 6, 2013 | TBLJX vs JRLVX | |
| Principal LifeTime 2055 Fund | Target Retirement Date | 39 | -5.21% | Feb 28, 2008 | TBLJX vs LTFIX |
Compare TBLJX with Any Fund or Stock
Compare TBLJX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.