VY T. Rowe Price Capital Appreciation Portfolio (ITCSX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to ITCSX
ITCSX charges 0.89% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among ITCSX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | ITCSX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | ITCSX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | ITCSX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | ITCSX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | ITCSX vs BWBIX |
Best Risk-Adjusted Alternatives to ITCSX
Among mutual funds in the Diversified Portfolio 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 | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | ITCSX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | ITCSX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | ITCSX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | ITCSX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | ITCSX vs PMAIX |
Top Performing ITCSX Alternatives (YTD)
ITCSX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | ITCSX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | ITCSX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | ITCSX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | ITCSX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | ITCSX vs CONWX |
Lowest Volatility Alternatives to ITCSX
ITCSX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | ITCSX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | ITCSX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | ITCSX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | ITCSX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | ITCSX vs SICIX |
Lowest Drawdown Alternatives to ITCSX
ITCSX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | ITCSX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | ITCSX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | ITCSX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | ITCSX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | ITCSX vs SICIX |
Other Mutual Funds from T. Rowe Price
Most popular T. Rowe Price mutual funds on PortfoliosLab, across asset classes.
Often Compared With ITCSX
What investors most often compare with ITCSX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard Wellington Fund Admiral Shares | Diversified Portfolio | 67 | -5.23% | May 14, 2001 | ITCSX vs VWENX | |
| Kinetics The Global Fund | Diversified Portfolio | 12 | 5.17% | Dec 30, 1999 | ITCSX vs WWWEX | |
| Allspring Diversified Capital Builder Fund | Diversified Portfolio | 90 | 4.55% | Jan 19, 1998 | ITCSX vs EKBAX | |
| Quantified Managed Income Fund | Diversified Portfolio | 26 | -0.76% | Aug 8, 2013 | ITCSX vs QBDSX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 93 | 7.48% | Nov 3, 2009 | ITCSX vs TPDAX |
Compare ITCSX with Any Fund or Stock
Compare ITCSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.