Dimensional Retirement Income Fund (TDIFX) Alternatives
Dimensional Retirement Income Fund (TDIFX) 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 TDIFX. 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 TDIFX
TDIFX charges 0.06% annually. Among mutual funds in the Target Retirement Date category, these options have the lowest expense ratios among TDIFX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Principal LifeTime 2035 Fund | 0.01% | Feb 28, 2008 | TDIFX vs LTIUX | |
| Principal LifeTime 2030 Fund | 0.01% | Feb 28, 2001 | TDIFX vs PMTIX | |
| John Hancock Funds Multi-Index 2055 Lifetime Portf... | 0.01% | Mar 25, 2014 | TDIFX vs JLKYX | |
| Principal LifeTime 2045 Fund | 0.01% | Feb 28, 2008 | TDIFX vs LTRIX | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | Mar 26, 2020 | TDIFX vs FCQTX |
Best Risk-Adjusted Alternatives to TDIFX
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 | TDIFX vs URINX | |
| Putnam Retirement Advantage Maturity Fund | 86 | Dec 30, 2019 | TDIFX vs PADLX | |
| Fidelity Freedom Income Fund Class K6 | 84 | Oct 17, 1996 | TDIFX vs FYTKX | |
| State Street Target Retirement Fund | 84 | Sep 29, 2014 | TDIFX vs SSFNX | |
| Fidelity Managed Retirement Income Fund Class K6 | 84 | Aug 1, 2019 | TDIFX vs FRHMX |
Top Performing TDIFX Alternatives (YTD)
TDIFX 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 | TDIFX vs PDAHX | |
| State Street Target Retirement Fund | -0.35% | Sep 29, 2014 | TDIFX vs SSFNX | |
| Prudential Day One 2020 Fund | -0.38% | Dec 12, 2016 | TDIFX vs PDDDX | |
| Fidelity Freedom Income Fund Class K6 | -0.40% | Oct 17, 1996 | TDIFX vs FYTKX | |
| Fidelity Freedom Blend Income Fund Class K6 | -0.45% | Aug 31, 2018 | TDIFX vs FHRDX |
Lowest Volatility Alternatives to TDIFX
TDIFX alternatives from the Target Retirement Date category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Fidelity Freedom Index Income Fund Investor Class | 4.34% | Oct 2, 2009 | TDIFX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.35% | Oct 2, 2009 | TDIFX vs FFGZX | |
| Fidelity Managed Retirement Income Fund Class K | 4.58% | Aug 1, 2019 | TDIFX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.59% | Aug 30, 2007 | TDIFX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 4.59% | Aug 1, 2019 | TDIFX vs FRHMX |
Lowest Drawdown Alternatives to TDIFX
TDIFX alternatives from the Target Retirement Date category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | Oct 2, 2009 | TDIFX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | Oct 2, 2009 | TDIFX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | Aug 1, 2019 | TDIFX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K6 | -3.42% | Aug 1, 2019 | TDIFX vs FRHMX | |
| Fidelity Managed Retirement 2010 Fund Class K | -3.42% | Aug 1, 2019 | TDIFX vs FRQKX |
Other Mutual Funds from Dimensional
Most popular Dimensional mutual funds on PortfoliosLab, across asset classes.
Often Compared With TDIFX
What investors most often compare with TDIFX, based on PortfoliosLab usage data.
Compare TDIFX with Any Fund or Stock
Compare TDIFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.