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 2045 Fund | 0.01% | — | Feb 2008 | TDIFX vs LTRIX | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | TDIFX vs PTDIX | |
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | TDIFX vs JIEHX | |
| John Hancock Funds Multi-Index 2045 Lifetime Portf... | 0.01% | — | Nov 2013 | TDIFX vs JRLVX | |
| John Hancock Funds Multi-Index 2055 Lifetime Portf... | 0.01% | — | Mar 2014 | TDIFX vs JLKYX |
Best Risk-Adjusted Alternatives to TDIFX
TDIFX has a PortfoliosLab risk / return rank of 70. There are 240 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 | TDIFX vs PADLX | |
| Fidelity Managed Retirement 2020 Fund | 84 | — | Dec 2007 | TDIFX vs FIRVX | |
| Fidelity Managed Retirement Income Fund Class K | 84 | — | Aug 2019 | TDIFX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 84 | — | Aug 2007 | TDIFX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 84 | — | Aug 2019 | TDIFX vs FRHMX |
Top Performing TDIFX Alternatives (YTD)
TDIFX is at 3.21% YTD. There are 667 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 | TDIFX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | TDIFX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | TDIFX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | TDIFX vs FIRVX | |
| Fidelity Freedom 2060 Fund Class K6 | 14.76% | — | Aug 2014 | TDIFX vs FVTKX |
Lowest Volatility Alternatives to TDIFX
TDIFX has 3.58% 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 4.18%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| MFS Lifetime 2025 Fund | 4.18% | — | Nov 2012 | TDIFX vs LTTIX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.31% | — | Oct 2009 | TDIFX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.32% | — | Oct 2009 | TDIFX vs FFGZX | |
| Fidelity Managed Retirement Income Fund | 4.36% | — | Aug 2007 | TDIFX vs FIRMX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.36% | — | Aug 2007 | TDIFX vs FRQIX |
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 K6 | -3.42% | — | Aug 2019 | TDIFX vs FRHMX | |
| 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.
Often Compared With TDIFX
Investors most often compare TDIFX with VTI, TRRLX, VFFVX. 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