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 a closer substitute for your current allocation.
Cheapest Alternatives to OTCFX
OTCFX charges 0.85% annually. There are 27 mutual funds in the Small Cap Growth Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | — | Jul 2019 | OTCFX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 45.50B | May 2000 | OTCFX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 45.50B | Sep 2011 | OTCFX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | OTCFX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | OTCFX vs VISGX |
Best Risk-Adjusted Alternatives to OTCFX
OTCFX has a PortfoliosLab risk / return rank of 43. There are 81 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 90 | — | Dec 2016 | OTCFX vs NESIX | |
| Needham Small Cap Growth Fund | 90 | — | May 2002 | OTCFX vs NESGX | |
| Dana Epiphany ESG Small Cap Equity Fund | 89 | — | Nov 2015 | OTCFX vs DSCIX | |
| Driehaus Micro Cap Growth Fund | 88 | — | Nov 2013 | OTCFX vs DMCRX | |
| Oberweis Micro Cap Fund | 86 | — | Dec 1995 | OTCFX vs OBMCX |
Top Performing OTCFX Alternatives (YTD)
OTCFX is at 16.05% YTD. There are 95 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 67.14%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 67.14% | — | Dec 2016 | OTCFX vs NESIX | |
| Needham Small Cap Growth Fund | 66.59% | — | May 2002 | OTCFX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 47.40% | — | Dec 2016 | OTCFX vs NEAIX | |
| Needham Aggressive Growth Fund | 47.11% | — | Sep 2001 | OTCFX vs NEAGX | |
| Oberweis Micro Cap Fund | 44.55% | — | Dec 1995 | OTCFX vs OBMCX |
Lowest Volatility Alternatives to OTCFX
OTCFX has 18.65% 1-year volatility. There are 37 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.62%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric 2500 Fund | 14.62% | — | Nov 1995 | OTCFX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.34% | — | Jul 2011 | OTCFX vs CMCIX | |
| Eaton Vance Small-Cap Fund | 16.28% | — | Jan 1997 | OTCFX vs ETEGX | |
| Neuberger Berman Genesis Fund | 16.31% | — | Sep 1988 | OTCFX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.32% | — | Jul 1999 | OTCFX vs NBGIX |
Lowest Drawdown Alternatives to OTCFX
OTCFX has a 1-year max drawdown of -10.75%. There are 20 mutual funds in the Small Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.08%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | -7.08% | — | Nov 2015 | OTCFX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | OTCFX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | OTCFX vs WMKSX | |
| Empiric 2500 Fund | -8.60% | — | Nov 1995 | OTCFX vs EMCAX | |
| Ranger Micro Cap Fund | -9.11% | — | Jun 2018 | OTCFX vs RFIMX |
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 | 11 | 1.36% | — | Jun 1993 | OTCFX vs TRBCX | |
| T. Rowe Price Capital Appreciation Fund | Diversified Portfolio | 53 | 7.13% | — | Jun 1986 | OTCFX vs PRWCX | |
| T. Rowe Price Dividend Growth Fund, Inc. | Large Cap Blend Equities, Dividend | 62 | 10.16% | — | Dec 1992 | OTCFX vs PRDGX | |
| T. Rowe Price U.S. Equity Research Fund | Large Cap Blend Equities | 62 | 11.04% | — | Nov 1994 | OTCFX vs PRCOX | |
| T. Rowe Price Blue Chip Growth Fund I Class | Large Cap Growth Equities | 11 | 1.43% | — | — | OTCFX vs TBCIX | |
| T. Rowe Price All-Cap Opportunities Fund | Large Cap Growth Equities | 12 | 0.92% | — | Sep 1985 | OTCFX vs PRWAX | |
| T. Rowe Price Equity Index 500 Fund | Large Cap Blend Equities | 65 | 10.76% | — | Mar 1990 | OTCFX vs PREIX | |
| T. Rowe Price Large-Cap Growth Fund | Large Cap Growth Equities | 13 | 3.25% | — | Oct 2001 | OTCFX vs TRLGX | |
| T. Rowe Price Science And Technology Fund | Technology Equities | 54 | 25.39% | — | Sep 1987 | OTCFX vs PRSCX | |
| T. Rowe Price Retirement 2035 Fund | Target Retirement Date | 29 | 8.77% | — | Feb 2004 | OTCFX vs TRRJX |
Often Compared With OTCFX
Investors most often compare OTCFX with PRDSX, IWM, VPCCX. These 20 comparison targets span 10 categories, 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.
Pair OTCFX with funds that move differently
T. Rowe Price Small-Cap Stock Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to OTCFX.
Explore OTCFX Diversifiers