VY T. Rowe Price Capital Appreciation Portfolio (ITCSX) 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 ITCSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ITCSX
ITCSX charges 0.89% annually. There are 369 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 | ITCSX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | ITCSX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | ITCSX vs TSAIX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | ITCSX vs VBAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | ITCSX vs VTMFX |
Best Risk-Adjusted Alternatives to ITCSX
ITCSX has a PortfoliosLab risk / return rank of 23. There are 510 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 | ITCSX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | ITCSX vs TIBIX | |
| Davis Appreciation & Income Fund | 96 | — | Apr 1992 | ITCSX vs RPFCX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | ITCSX vs NWQIX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | ITCSX vs FSRRX |
Top Performing ITCSX Alternatives (YTD)
ITCSX is at 5.71% YTD. There are 319 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.72%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.72% | — | Jan 1998 | ITCSX vs EKBAX | |
| Thornburg Investment Income Builder Fund Class I | 19.05% | — | Dec 2002 | ITCSX vs TIBIX | |
| ICON Equity Income Fund | 18.94% | — | May 2004 | ITCSX vs IOEZX | |
| Greenspring Fund | 17.70% | — | Jun 1983 | ITCSX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 17.05% | — | Aug 1998 | ITCSX vs MHELX |
Lowest Volatility Alternatives to ITCSX
ITCSX has 8.42% 1-year volatility. There are 240 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 | ITCSX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | ITCSX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | ITCSX vs SCLAX | |
| Ave Maria Bond Fund | 3.05% | — | Apr 2003 | ITCSX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | ITCSX vs CSTAX |
Lowest Drawdown Alternatives to ITCSX
ITCSX has a 1-year max drawdown of -8.08%. There are 437 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 | ITCSX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | ITCSX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | ITCSX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | ITCSX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | ITCSX 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 | 7 | -1.84% | — | Jun 1993 | ITCSX vs TRBCX | |
| T. Rowe Price Capital Appreciation Fund | Diversified Portfolio | 40 | 6.66% | — | Jun 1986 | ITCSX vs PRWCX | |
| T. Rowe Price Dividend Growth Fund, Inc. | Large Cap Blend Equities, Dividend | 75 | 10.76% | — | Dec 1992 | ITCSX vs PRDGX | |
| T. Rowe Price U.S. Equity Research Fund | Large Cap Blend Equities | 51 | 9.93% | — | Nov 1994 | ITCSX vs PRCOX | |
| T. Rowe Price Blue Chip Growth Fund I Class | Large Cap Growth Equities | 7 | -1.76% | — | — | ITCSX vs TBCIX | |
| T. Rowe Price Equity Index 500 Fund | Large Cap Blend Equities | 57 | 10.00% | — | Mar 1990 | ITCSX vs PREIX | |
| T. Rowe Price All-Cap Opportunities Fund | Large Cap Growth Equities | 10 | -0.23% | — | Sep 1985 | ITCSX vs PRWAX | |
| T. Rowe Price Large-Cap Growth Fund | Large Cap Growth Equities | 10 | 0.84% | — | Oct 2001 | ITCSX vs TRLGX | |
| T. Rowe Price Science And Technology Fund | Technology Equities | 35 | 19.88% | — | Sep 1987 | ITCSX vs PRSCX | |
| T. Rowe Price Retirement 2035 Fund | Target Retirement Date | 32 | 8.73% | — | Feb 2004 | ITCSX vs TRRJX |
Often Compared With ITCSX
Investors most often compare ITCSX with FSIRX, VWENX, TPDAX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare ITCSX with Any Fund or Stock
Compare ITCSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ITCSX with funds that move differently
VY T. Rowe Price Capital Appreciation Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ITCSX.
Explore ITCSX Diversifiers