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 a closer substitute for your current allocation.
Cheapest Alternatives to TDIFX
TDIFX charges 0.06% annually. There are 62 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 2025 Fund | 0.01% | — | Feb 2008 | TDIFX vs LTSTX | |
| Principal LifeTime 2060 Fund | 0.01% | — | Feb 2013 | TDIFX vs PLTZX | |
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | TDIFX vs JIEHX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | TDIFX vs LTRIX | |
| Principal LifeTime 2050 Fund | 0.01% | — | Feb 2001 | TDIFX vs PPLIX |
Best Risk-Adjusted Alternatives to TDIFX
TDIFX has a PortfoliosLab risk / return rank of 83. There are 5 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 89 | — | Dec 2019 | TDIFX vs PADLX | |
| State Street Target Retirement Fund | 88 | — | Sep 2014 | TDIFX vs SSFNX | |
| Prudential Day One Income Fund | 85 | — | Dec 2016 | TDIFX vs PDAHX | |
| State Street Target Retirement 2025 Fund | 85 | — | Sep 2014 | TDIFX vs SSBRX | |
| Dimensional 2060 Target Date Retirement Income Fun... | 83 | — | Nov 2015 | TDIFX vs DRILX |
Top Performing TDIFX Alternatives (YTD)
TDIFX is at 3.88% YTD. There are 665 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 14.17%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Flex Freedom Blend 2060 Fund | 14.17% | — | Jun 2017 | TDIFX vs FWLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 14.11% | — | Jun 2019 | TDIFX vs FDFPX | |
| Fidelity Flex Freedom Blend 2055 Fund | 14.07% | — | Jun 2017 | TDIFX vs FQLSX | |
| Fidelity Freedom Blend 2055 Fund Class K6 | 14.04% | — | Aug 2018 | TDIFX vs FHDDX | |
| Fidelity Freedom Blend 2065 Fund Class K6 | 14.03% | — | Jun 2019 | TDIFX vs FFBQX |
Lowest Volatility Alternatives to TDIFX
TDIFX has 3.33% 1-year volatility. No mutual funds in the Target Retirement Date category have lower 1-year volatility; the lowest-volatility alternatives shown here go as low as 3.98%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Freedom Index Income Fund Investor Class | 3.98% | — | Oct 2009 | TDIFX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.01% | — | Oct 2009 | TDIFX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | 4.14% | — | Aug 2019 | TDIFX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K | 4.15% | — | Aug 2019 | TDIFX vs FRKMX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.15% | — | Aug 2007 | TDIFX vs FRQAX |
Lowest Drawdown Alternatives to TDIFX
TDIFX has a 1-year max drawdown of -2.61%. No mutual funds in the Target Retirement Date category have shallower 1-year drawdowns; the lowest-drawdown alternatives shown here go as shallow as -3.32%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | TDIFX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | TDIFX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | TDIFX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K | -3.42% | — | Aug 2019 | TDIFX vs FRKMX | |
| Fidelity Managed Retirement 2010 Fund Class K | -3.42% | — | Aug 2019 | TDIFX vs FRQKX |
Other Mutual Funds from Dimensional
The 10 most viewed Dimensional mutual funds shown here include DFSVX, DFIVX, DGEIX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| DFA U.S. Small Cap Value Portfolio I | Small Cap Value Equities | 61 | 16.32% | — | Mar 1993 | TDIFX vs DFSVX | |
| DFA International Value Portfolio | Foreign Large Cap Equities | 78 | 13.29% | — | Feb 1994 | TDIFX vs DFIVX | |
| DFA Global Equity Portfolio Institutional Class | Global Equities | 77 | 13.03% | — | Dec 2003 | TDIFX vs DGEIX | |
| DFA U.S. Large Company Portfolio | Large Cap Blend Equities | 77 | 11.70% | — | Sep 1999 | TDIFX vs DFUSX | |
| DFA International Small Cap Value Portfolio | Foreign Small & Mid Cap Equities | 60 | 10.61% | — | Dec 1994 | TDIFX vs DISVX | |
| DFA U.S. Targeted Value Portfolio | Small Cap Value Equities | 56 | 14.56% | — | Feb 2000 | TDIFX vs DFFVX | |
| DFA International Core Equity Portfolio I | Foreign Large Cap Equities, Large Cap Blend Equities | 45 | 11.05% | — | Sep 2005 | TDIFX vs DFIEX | |
| DFA U.S. Small Cap Portfolio | Small Cap Blend Equities | 51 | 14.69% | — | Mar 1992 | TDIFX vs DFSTX | |
| DFA US Core Equity 1 Portfolio I | Large Cap Blend Equities | 79 | 12.32% | — | Sep 2005 | TDIFX vs DFEOX | |
| DFA U.S. Large Cap Value Portfolio | Large Cap Value Equities | 92 | 16.01% | — | Feb 1993 | TDIFX vs DFLVX |
Often Compared With TDIFX
Investors most often compare TDIFX with VTI, VFFVX, TRRLX. These 20 comparison targets span 3 categories, 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.
Pair TDIFX with funds that move differently
Dimensional Retirement Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TDIFX.
Explore TDIFX Diversifiers