T. Rowe Price Retirement Blend 2035 Fund (TBLYX) 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 TBLYX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TBLYX
TBLYX charges 0.40% annually. There are 332 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 2045 Fund | 0.01% | — | Feb 2008 | TBLYX vs LTRIX | |
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | TBLYX vs JIEHX | |
| Principal LifeTime 2050 Fund | 0.01% | — | Feb 2001 | TBLYX vs PPLIX | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | — | Mar 2020 | TBLYX vs FCQTX | |
| Principal LifeTime 2020 Fund | 0.01% | — | Feb 2001 | TBLYX vs PLWIX |
Best Risk-Adjusted Alternatives to TBLYX
TBLYX has a PortfoliosLab risk / return rank of 66. There are 249 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 | |
|---|---|---|---|---|---|
| State Street Target Retirement Fund | 86 | — | Sep 2014 | TBLYX vs SSFNX | |
| USAA Target Retirement Income Fund | 85 | — | Jul 2008 | TBLYX vs URINX | |
| Prudential Day One Income Fund | 85 | — | Dec 2016 | TBLYX vs PDAHX | |
| State Street Target Retirement 2025 Fund | 83 | — | Sep 2014 | TBLYX vs SSBRX | |
| USAA Target Retirement 2030 Fund | 83 | — | Jul 2008 | TBLYX vs URTRX |
Top Performing TBLYX Alternatives (YTD)
TBLYX is at 8.64% YTD. There are 313 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 13.54%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| USAA Target Retirement 2060 Fund | 13.54% | — | Jul 2013 | TBLYX vs URSIX | |
| USAA Target Retirement 2050 Fund | 13.05% | — | Jul 2008 | TBLYX vs URFFX | |
| Fidelity Flex Freedom Blend 2060 Fund | 12.89% | — | Jun 2017 | TBLYX vs FWLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 12.86% | — | Jun 2019 | TBLYX vs FDFPX | |
| Fidelity Flex Freedom Blend 2055 Fund | 12.80% | — | Jun 2017 | TBLYX vs FQLSX |
Lowest Volatility Alternatives to TBLYX
TBLYX has 10.63% 1-year volatility. There are 304 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.51%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.51% | — | Nov 2015 | TBLYX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | 4.43% | — | Oct 2009 | TBLYX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.46% | — | Oct 2009 | TBLYX vs FFGZX | |
| MFS Lifetime Income Fund | 4.50% | — | Sep 2005 | TBLYX vs MLLIX | |
| Dimensional 2015 Target Date Retirement Income Fun... | 4.51% | — | Nov 2015 | TBLYX vs DRIQX |
Lowest Drawdown Alternatives to TBLYX
TBLYX has a 1-year max drawdown of -7.83%. There are 330 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 | TBLYX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | -3.32% | — | Oct 2009 | TBLYX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | TBLYX vs FFGZX | |
| Dimensional 2015 Target Date Retirement Income Fun... | -3.47% | — | Nov 2015 | TBLYX vs DRIQX | |
| Putnam RetirementReady Maturity Fund | -3.50% | — | Oct 2004 | TBLYX 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 | 7 | -1.84% | — | Jun 1993 | TBLYX vs TRBCX | |
| T. Rowe Price Capital Appreciation Fund | Diversified Portfolio | 40 | 6.66% | — | Jun 1986 | TBLYX vs PRWCX | |
| T. Rowe Price Dividend Growth Fund, Inc. | Large Cap Blend Equities, Dividend | 75 | 10.76% | — | Dec 1992 | TBLYX vs PRDGX | |
| T. Rowe Price U.S. Equity Research Fund | Large Cap Blend Equities | 51 | 9.93% | — | Nov 1994 | TBLYX vs PRCOX | |
| T. Rowe Price Blue Chip Growth Fund I Class | Large Cap Growth Equities | 7 | -1.76% | — | — | TBLYX vs TBCIX | |
| T. Rowe Price Equity Index 500 Fund | Large Cap Blend Equities | 57 | 10.00% | — | Mar 1990 | TBLYX vs PREIX | |
| T. Rowe Price All-Cap Opportunities Fund | Large Cap Growth Equities | 10 | -0.23% | — | Sep 1985 | TBLYX vs PRWAX | |
| T. Rowe Price Large-Cap Growth Fund | Large Cap Growth Equities | 10 | 0.84% | — | Oct 2001 | TBLYX vs TRLGX | |
| T. Rowe Price Science And Technology Fund | Technology Equities | 35 | 19.88% | — | Sep 1987 | TBLYX vs PRSCX | |
| T. Rowe Price Retirement 2035 Fund | Target Retirement Date | 32 | 8.73% | — | Feb 2004 | TBLYX vs TRRJX |
Often Compared With TBLYX
Investors most often compare TBLYX with FRKMX, PTDIX, TRRIX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare TBLYX with Any Fund or Stock
Compare TBLYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TBLYX 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 TBLYX.
Explore TBLYX Diversifiers