T. Rowe Price Retirement Balanced Fund (TRRIX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with TRRIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TRRIX
TRRIX charges 0.49% annually. There are 183 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | TRRIX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | TRRIX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | TRRIX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | TRRIX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | TRRIX vs BWBIX |
Best Risk-Adjusted Alternatives to TRRIX
TRRIX has a PortfoliosLab risk / return rank of 49. There are 394 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | TRRIX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | TRRIX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | TRRIX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | TRRIX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | TRRIX vs FSRRX |
Top Performing TRRIX Alternatives (YTD)
TRRIX is at 4.80% YTD. There are 370 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.12%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.12% | — | Jan 1998 | TRRIX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | TRRIX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | TRRIX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | TRRIX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | TRRIX vs BRUFX |
Lowest Volatility Alternatives to TRRIX
TRRIX has 6.43% 1-year volatility. There are 129 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | TRRIX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | TRRIX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | TRRIX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | TRRIX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | TRRIX vs CSTAX |
Lowest Drawdown Alternatives to TRRIX
TRRIX has a 1-year max drawdown of -4.85%. There are 115 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | TRRIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | TRRIX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | TRRIX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | TRRIX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | TRRIX vs CSTAX |
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 | 8 | -3.32% | — | Jun 1993 | TRRIX vs TRBCX | |
| T. Rowe Price Capital Appreciation Fund | Diversified Portfolio | 43 | 5.93% | — | Jun 1986 | TRRIX vs PRWCX | |
| T. Rowe Price Dividend Growth Fund, Inc. | Large Cap Blend Equities, Dividend | 77 | 11.24% | — | Dec 1992 | TRRIX vs PRDGX | |
| T. Rowe Price Blue Chip Growth Fund I Class | Large Cap Growth Equities | 8 | -3.25% | — | — | TRRIX vs TBCIX | |
| T. Rowe Price U.S. Equity Research Fund | Large Cap Blend Equities | 56 | 9.19% | — | Nov 1994 | TRRIX vs PRCOX | |
| T. Rowe Price Equity Index 500 Fund | Large Cap Blend Equities | 62 | 9.23% | — | Mar 1990 | TRRIX vs PREIX | |
| T. Rowe Price All-Cap Opportunities Fund | Large Cap Growth Equities | 11 | -1.10% | — | Sep 1985 | TRRIX vs PRWAX | |
| T. Rowe Price Large-Cap Growth Fund | Large Cap Growth Equities | 11 | 0.26% | — | Oct 2001 | TRRIX vs TRLGX | |
| T. Rowe Price Science And Technology Fund | Technology Equities | 42 | 19.55% | — | Sep 1987 | TRRIX vs PRSCX | |
| T. Rowe Price Retirement 2035 Fund | Target Retirement Date | 34 | 8.47% | — | Feb 2004 | TRRIX vs TRRJX |
Often Compared With TRRIX
Investors most often compare TRRIX with FBALX, FXAIX, SPY. These 20 comparison targets span 14 categories, based on PortfoliosLab usage data.
Compare TRRIX with Any Fund or Stock
Compare TRRIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TRRIX with funds that move differently
T. Rowe Price Retirement Balanced Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TRRIX.
Explore TRRIX Diversifiers