T. Rowe Price Retirement Blend 2050 Fund (TBLLX) 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 TBLLX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TBLLX
TBLLX charges 0.43% annually. There are 354 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 2055 Fund | 0.01% | — | Feb 2008 | TBLLX vs LTFIX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | TBLLX vs LTRIX | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | TBLLX vs PTDIX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | TBLLX vs PMTIX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | TBLLX vs LTIUX |
Best Risk-Adjusted Alternatives to TBLLX
TBLLX has a PortfoliosLab risk / return rank of 62. There are 463 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 87.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 87 | — | Dec 2019 | TBLLX vs PADLX | |
| Fidelity Managed Retirement 2020 Fund | 84 | — | Dec 2007 | TBLLX vs FIRVX | |
| Fidelity Managed Retirement Income Fund Class K | 84 | — | Aug 2019 | TBLLX vs FRKMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 84 | — | Aug 2019 | TBLLX vs FRHMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 84 | — | Aug 2007 | TBLLX vs FRAMX |
Top Performing TBLLX Alternatives (YTD)
TBLLX is at 11.65% YTD. There are 182 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 | TBLLX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | TBLLX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | TBLLX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | TBLLX vs FIRVX | |
| Fidelity Freedom 2065 Fund Class K6 | 15.07% | — | Jun 2019 | TBLLX vs FFSZX |
Lowest Volatility Alternatives to TBLLX
TBLLX has 12.78% 1-year volatility. There are 528 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.56%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.56% | — | Nov 2015 | TBLLX vs TDIFX | |
| MFS Lifetime 2025 Fund | 4.18% | — | Nov 2012 | TBLLX vs LTTIX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.31% | — | Oct 2009 | TBLLX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.32% | — | Oct 2009 | TBLLX vs FFGZX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.35% | — | Aug 2007 | TBLLX vs FRIMX |
Lowest Drawdown Alternatives to TBLLX
TBLLX has a 1-year max drawdown of -9.43%. There are 532 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 | TBLLX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | TBLLX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | TBLLX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | TBLLX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K6 | -3.42% | — | Aug 2019 | TBLLX vs FRHMX |
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 | 12 | 0.19% | — | Jun 1993 | TBLLX vs TRBCX | |
| T. Rowe Price Capital Appreciation Fund | Diversified Portfolio | 39 | 4.53% | — | Jun 1986 | TBLLX vs PRWCX | |
| T. Rowe Price Dividend Growth Fund, Inc. | Large Cap Blend Equities, Dividend | 52 | 8.54% | — | Dec 1992 | TBLLX vs PRDGX | |
| T. Rowe Price All-Cap Opportunities Fund | Large Cap Growth Equities | 13 | 0.15% | — | Sep 1985 | TBLLX vs PRWAX | |
| T. Rowe Price U.S. Equity Research Fund | Large Cap Blend Equities | 64 | 10.53% | — | Nov 1994 | TBLLX vs PRCOX | |
| T. Rowe Price Blue Chip Growth Fund I Class | Large Cap Growth Equities | 13 | 0.26% | — | — | TBLLX vs TBCIX | |
| T. Rowe Price Equity Index 500 Fund | Large Cap Blend Equities | 64 | 9.68% | — | Mar 1990 | TBLLX vs PREIX | |
| T. Rowe Price Large-Cap Growth Fund | Large Cap Growth Equities | 11 | -0.26% | — | Oct 2001 | TBLLX vs TRLGX | |
| T. Rowe Price Science And Technology Fund | Technology Equities | 89 | 44.94% | — | Sep 1987 | TBLLX vs PRSCX | |
| T. Rowe Price Retirement 2035 Fund | Target Retirement Date | 31 | 8.90% | — | Feb 2004 | TBLLX vs TRRJX |
Often Compared With TBLLX
Investors most often compare TBLLX with VFTNX, VOO, VFIFX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare TBLLX with Any Fund or Stock
Compare TBLLX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TBLLX with funds that move differently
T. Rowe Price Retirement Blend 2050 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TBLLX.
Explore TBLLX Diversifiers