T. Rowe Price Extended Equity Market Index Fund (PEXMX) belongs to the Mid 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 PEXMX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PEXMX
PEXMX charges 0.23% annually. There are 10 mutual funds in the Mid Cap Growth Equities category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | — | Aug 2015 | PEXMX vs SSMHX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | PEXMX vs FSMAX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | PEXMX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | PEXMX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 32.20B | Sep 2011 | PEXMX vs VMGMX |
Best Risk-Adjusted Alternatives to PEXMX
PEXMX has a PortfoliosLab risk / return rank of 48. There are 16 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund | 93 | — | Jan 1996 | PEXMX vs NEEGX | |
| Needham Growth Fund Institutional Class | 93 | — | Dec 2016 | PEXMX vs NEEIX | |
| Vanguard Capital Opportunity Fund Investor Shares | 91 | 27.60B | Aug 1995 | PEXMX vs VHCOX | |
| Timothy Plan Aggressive Growth Fund | 90 | — | Oct 2000 | PEXMX vs TAAGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 83 | — | Nov 2004 | PEXMX vs POAGX |
Top Performing PEXMX Alternatives (YTD)
PEXMX is at 14.63% YTD. There are 37 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 59.61%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 59.61% | — | Dec 2016 | PEXMX vs NEEIX | |
| Needham Growth Fund | 59.35% | — | Jan 1996 | PEXMX vs NEEGX | |
| Timothy Plan Aggressive Growth Fund | 36.54% | — | Oct 2000 | PEXMX vs TAAGX | |
| Essex Environmental Opportunities Fund | 31.64% | — | Sep 2017 | PEXMX vs EEOFX | |
| Calamos Timpani SMID Growth Fund | 29.85% | — | Jul 2019 | PEXMX vs CTIGX |
Lowest Volatility Alternatives to PEXMX
PEXMX has 17.49% 1-year volatility. There are 95 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 11.30%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Villere Equity Fund | 11.30% | — | May 2013 | PEXMX vs VLEQX | |
| BBH Select Series - Mid Cap Fund | 11.62% | — | May 2021 | PEXMX vs BBMIX | |
| Bright Rock Mid Cap Growth Fund | 12.19% | — | May 2010 | PEXMX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.38% | — | Dec 1996 | PEXMX vs VSNGX | |
| Sparrow Growth Fund | 12.94% | — | Oct 1998 | PEXMX vs SGFFX |
Lowest Drawdown Alternatives to PEXMX
PEXMX has a 1-year max drawdown of -10.30%. There are 28 mutual funds in the Mid Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Munder Mid-Cap Core Growth Fund | -7.81% | — | Jun 1998 | PEXMX vs MGOYX | |
| Villere Equity Fund | -8.09% | — | May 2013 | PEXMX vs VLEQX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | PEXMX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | PEXMX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | PEXMX vs SECUX |
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 | 19 | 5.48% | — | Jun 1993 | PEXMX vs TRBCX | |
| T. Rowe Price Capital Appreciation Fund | Diversified Portfolio | 49 | 5.76% | — | Jun 1986 | PEXMX vs PRWCX | |
| T. Rowe Price Dividend Growth Fund, Inc. | Large Cap Blend Equities, Dividend | 40 | 7.60% | — | Dec 1992 | PEXMX vs PRDGX | |
| T. Rowe Price U.S. Equity Research Fund | Large Cap Blend Equities | 69 | 12.08% | — | Nov 1994 | PEXMX vs PRCOX | |
| T. Rowe Price All-Cap Opportunities Fund | Large Cap Growth Equities | 15 | 1.11% | — | Sep 1985 | PEXMX vs PRWAX | |
| T. Rowe Price Equity Index 500 Fund | Large Cap Blend Equities | 72 | 11.61% | — | Mar 1990 | PEXMX vs PREIX | |
| T. Rowe Price Blue Chip Growth Fund I Class | Large Cap Growth Equities | 21 | 5.54% | — | — | PEXMX vs TBCIX | |
| T. Rowe Price Large-Cap Growth Fund | Large Cap Growth Equities | 18 | 5.12% | — | Oct 2001 | PEXMX vs TRLGX | |
| T. Rowe Price Science And Technology Fund | Technology Equities | 91 | 41.41% | — | Sep 1987 | PEXMX vs PRSCX | |
| T. Rowe Price Retirement 2035 Fund | Target Retirement Date | 32 | 9.32% | — | Feb 2004 | PEXMX vs TRRJX |
Often Compared With PEXMX
Investors most often compare PEXMX with PEX, POMIX, PRDMX. These 20 comparison targets span 14 categories, based on PortfoliosLab usage data.
Compare PEXMX with Any Fund or Stock
Compare PEXMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PEXMX with funds that move differently
T. Rowe Price Extended Equity Market Index Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PEXMX.
Explore PEXMX Diversifiers