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 a closer substitute for your current allocation.
Cheapest Alternatives to TBLJX
TBLJX 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 | |
|---|---|---|---|---|---|
| American Funds 2065 Target Date Retirement Fund | 0.01% | — | Mar 2020 | TBLJX vs FCQTX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | TBLJX vs LTRIX | |
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | TBLJX vs LTFIX | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | TBLJX vs PTDIX | |
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | TBLJX vs JIEHX |
Best Risk-Adjusted Alternatives to TBLJX
TBLJX has a PortfoliosLab risk / return rank of 59. There are 350 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 | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 86 | — | Dec 2019 | TBLJX vs PADLX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 85 | — | Aug 2007 | TBLJX vs FRAMX | |
| State Street Target Retirement Fund | 84 | — | Sep 2014 | TBLJX vs SSFNX | |
| Prudential Day One Income Fund | 83 | — | Dec 2016 | TBLJX vs PDAHX | |
| USAA Target Retirement Income Fund | 82 | — | Jul 2008 | TBLJX vs URINX |
Top Performing TBLJX Alternatives (YTD)
TBLJX is at 10.01% YTD. There are 247 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 | TBLJX vs FRAMX | |
| USAA Target Retirement 2060 Fund | 13.16% | — | Jul 2013 | TBLJX vs URSIX | |
| Fidelity Flex Freedom Blend 2060 Fund | 12.96% | — | Jun 2017 | TBLJX vs FWLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 12.92% | — | Jun 2019 | TBLJX vs FDFPX | |
| Fidelity Freedom 2065 Fund Class K6 | 12.91% | — | Jun 2019 | TBLJX vs FFSZX |
Lowest Volatility Alternatives to TBLJX
TBLJX has 11.69% 1-year volatility. There are 381 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.50%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.50% | — | Nov 2015 | TBLJX vs TDIFX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.32% | — | Aug 2007 | TBLJX vs FRIMX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.32% | — | Aug 2007 | TBLJX vs FRQIX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.33% | — | Aug 2007 | TBLJX vs FRQAX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.38% | — | Oct 2009 | TBLJX vs FIKFX |
Lowest Drawdown Alternatives to TBLJX
TBLJX has a 1-year max drawdown of -8.63%. There are 401 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 | TBLJX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | TBLJX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | TBLJX vs FFGZX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | -3.43% | — | Aug 2007 | TBLJX vs FRQIX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | -3.44% | — | Aug 2007 | TBLJX 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 | 8 | 0.24% | — | Jun 1993 | TBLJX vs TRBCX | |
| T. Rowe Price Capital Appreciation Fund | Diversified Portfolio | 43 | 6.97% | — | Jun 1986 | TBLJX vs PRWCX | |
| T. Rowe Price Dividend Growth Fund, Inc. | Large Cap Blend Equities, Dividend | 64 | 10.91% | — | Dec 1992 | TBLJX vs PRDGX | |
| T. Rowe Price U.S. Equity Research Fund | Large Cap Blend Equities | 52 | 10.84% | — | Nov 1994 | TBLJX vs PRCOX | |
| T. Rowe Price Blue Chip Growth Fund I Class | Large Cap Growth Equities | 8 | 0.32% | — | — | TBLJX vs TBCIX | |
| T. Rowe Price All-Cap Opportunities Fund | Large Cap Growth Equities | 9 | 0.52% | — | Sep 1985 | TBLJX vs PRWAX | |
| T. Rowe Price Equity Index 500 Fund | Large Cap Blend Equities | 55 | 10.62% | — | Mar 1990 | TBLJX vs PREIX | |
| T. Rowe Price Large-Cap Growth Fund | Large Cap Growth Equities | 9 | 2.20% | — | Oct 2001 | TBLJX vs TRLGX | |
| T. Rowe Price Science And Technology Fund | Technology Equities | 39 | 22.52% | — | Sep 1987 | TBLJX vs PRSCX | |
| T. Rowe Price Retirement 2035 Fund | Target Retirement Date | 26 | 8.73% | — | Feb 2004 | TBLJX vs TRRJX |
Often Compared With TBLJX
Investors most often compare TBLJX with VOO, TRRDX, VFIAX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare TBLJX with Any Fund or Stock
Compare TBLJX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TBLJX with funds that move differently
T. Rowe Price Retirement Blend 2040 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TBLJX.
Explore TBLJX Diversifiers