T. Rowe Price Small-Cap Stock Fund (OTCFX) Alternatives
T. Rowe Price Small-Cap Stock Fund (OTCFX) belongs to the Small Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with OTCFX. 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 OTCFX
OTCFX charges 0.85% annually. Among mutual funds in the Small Cap Growth Equities category, these options have the lowest expense ratios among OTCFX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | Jul 11, 2019 | OTCFX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | May 24, 2000 | OTCFX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | Sep 27, 2011 | OTCFX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | May 25, 2011 | OTCFX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | May 21, 1998 | OTCFX vs VISGX |
Best Risk-Adjusted Alternatives to OTCFX
Among mutual funds in the Small Cap Growth Equities 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 | |
|---|---|---|---|---|
| Needham Aggressive Growth Fund Institutional Class | 91 | Dec 30, 2016 | OTCFX vs NEAIX | |
| Needham Aggressive Growth Fund | 90 | Sep 4, 2001 | OTCFX vs NEAGX | |
| Driehaus Micro Cap Growth Fund | 86 | Nov 18, 2013 | OTCFX vs DMCRX | |
| Oberweis Micro Cap Fund | 86 | Dec 29, 1995 | OTCFX vs OBMCX | |
| Hood River Small-Cap Growth Fund | 83 | Jan 2, 2003 | OTCFX vs HRSMX |
Top Performing OTCFX Alternatives (YTD)
OTCFX alternatives from the Small Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Small Cap Opportunities Fund | 29.72% | Mar 20, 2000 | OTCFX vs KSCOX | |
| Kinetics Small Capital Opportunities Advisor Fund ... | 29.65% | Dec 31, 2001 | OTCFX vs KSOAX | |
| Needham Small Cap Growth Fund Institutional | 9.63% | Dec 30, 2016 | OTCFX vs NESIX | |
| Needham Small Cap Growth Fund | 9.51% | May 22, 2002 | OTCFX vs NESGX | |
| Oberweis Micro Cap Fund | 8.96% | Dec 29, 1995 | OTCFX vs OBMCX |
Lowest Volatility Alternatives to OTCFX
OTCFX alternatives from the Small Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Empiric 2500 Fund | 17.35% | Nov 6, 1995 | OTCFX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 19.19% | Jul 29, 2011 | OTCFX vs CMCIX | |
| Value Line Small Cap Opportunities Fund | 19.58% | Jun 23, 1993 | OTCFX vs VLEOX | |
| Virtus KAR Small-Cap Value Fund | 19.65% | Jun 28, 2006 | OTCFX vs PXQSX | |
| Eaton Vance Small-Cap Fund | 19.66% | Jan 2, 1997 | OTCFX vs ETEGX |
Lowest Drawdown Alternatives to OTCFX
OTCFX alternatives from the Small Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Empiric 2500 Fund | -10.15% | Nov 6, 1995 | OTCFX vs EMCAX | |
| Value Line Small Cap Opportunities Fund | -10.86% | Jun 23, 1993 | OTCFX vs VLEOX | |
| Ranger Micro Cap Fund | -11.77% | Jun 6, 2018 | OTCFX vs RFIMX | |
| Saratoga Small Capitalization Portfolio | -11.83% | Sep 1, 1994 | OTCFX vs SSCPX | |
| Calamos Timpani Small Cap Growth Fund | -12.38% | Mar 23, 2011 | OTCFX vs CTSIX |
Other Mutual Funds from T. Rowe Price
Most popular T. Rowe Price mutual funds on PortfoliosLab, across asset classes.
Often Compared With OTCFX
What investors most often compare with OTCFX, based on PortfoliosLab usage data.
Compare OTCFX with Any Fund or Stock
Compare OTCFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.