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 356 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 2060 Fund | 0.01% | — | Feb 2013 | TBLLX vs PLTZX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | TBLLX vs LTIUX | |
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | TBLLX vs JIEHX | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | — | Mar 2020 | TBLLX vs FCQTX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | TBLLX vs PMTIX |
Best Risk-Adjusted Alternatives to TBLLX
TBLLX has a PortfoliosLab risk / return rank of 75. There are 123 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 | |
|---|---|---|---|---|---|
| State Street Target Retirement Fund | 87 | — | Sep 2014 | TBLLX vs SSFNX | |
| USAA Target Retirement 2040 Fund | 86 | — | Jul 2008 | TBLLX vs URFRX | |
| USAA Target Retirement Income Fund | 86 | — | Jul 2008 | TBLLX vs URINX | |
| USAA Target Retirement 2050 Fund | 86 | — | Jul 2008 | TBLLX vs URFFX | |
| State Street Target Retirement 2025 Fund | 86 | — | Sep 2014 | TBLLX vs SSBRX |
Top Performing TBLLX Alternatives (YTD)
TBLLX is at 12.50% YTD. There are 112 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 14.49%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| USAA Target Retirement 2060 Fund | 14.49% | — | Jul 2013 | TBLLX vs URSIX | |
| Fidelity Flex Freedom Blend 2060 Fund | 14.31% | — | Jun 2017 | TBLLX vs FWLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 14.25% | — | Jun 2019 | TBLLX vs FDFPX | |
| Fidelity Freedom 2065 Fund Class K6 | 14.22% | — | Jun 2019 | TBLLX vs FFSZX | |
| Fidelity Freedom 2060 Fund Class K6 | 14.22% | — | Aug 2014 | TBLLX vs FVTKX |
Lowest Volatility Alternatives to TBLLX
TBLLX has 13.15% 1-year volatility. There are 503 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 | TBLLX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | 4.45% | — | Oct 2009 | TBLLX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.47% | — | Oct 2009 | TBLLX vs FFGZX | |
| Dimensional 2015 Target Date Retirement Income Fun... | 4.51% | — | Nov 2015 | TBLLX vs DRIQX | |
| MFS Lifetime Income Fund | 4.52% | — | Sep 2005 | TBLLX vs MLLIX |
Lowest Drawdown Alternatives to TBLLX
TBLLX has a 1-year max drawdown of -9.43%. There are 508 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 Retirement Fund Investor Cl... | -3.32% | — | Oct 2009 | TBLLX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | TBLLX vs FFGZX | |
| Dimensional 2015 Target Date Retirement Income Fun... | -3.47% | — | Nov 2015 | TBLLX vs DRIQX | |
| Putnam RetirementReady Maturity Fund | -3.50% | — | Oct 2004 | TBLLX vs PRMYX |
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 | 0.42% | — | Jun 1993 | TBLLX vs TRBCX | |
| T. Rowe Price Capital Appreciation Fund | Diversified Portfolio | 54 | 7.78% | — | Jun 1986 | TBLLX vs PRWCX | |
| T. Rowe Price Dividend Growth Fund, Inc. | Large Cap Blend Equities, Dividend | 80 | 11.06% | — | Dec 1992 | TBLLX vs PRDGX | |
| T. Rowe Price U.S. Equity Research Fund | Large Cap Blend Equities | 69 | 11.62% | — | Nov 1994 | TBLLX vs PRCOX | |
| T. Rowe Price Blue Chip Growth Fund I Class | Large Cap Growth Equities | 12 | 0.50% | — | — | TBLLX vs TBCIX | |
| T. Rowe Price Equity Index 500 Fund | Large Cap Blend Equities | 74 | 11.63% | — | Mar 1990 | TBLLX vs PREIX | |
| T. Rowe Price All-Cap Opportunities Fund | Large Cap Growth Equities | 17 | 1.42% | — | Sep 1985 | TBLLX vs PRWAX | |
| T. Rowe Price Large-Cap Growth Fund | Large Cap Growth Equities | 17 | 3.18% | — | Oct 2001 | TBLLX vs TRLGX | |
| T. Rowe Price Science And Technology Fund | Technology Equities | 42 | 22.05% | — | Sep 1987 | TBLLX vs PRSCX | |
| T. Rowe Price Retirement 2035 Fund | Target Retirement Date | 38 | 9.62% | — | 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