T. Rowe Price Capital Appreciation and Income Fund (PRCFX) 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 PRCFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PRCFX
PRCFX charges 0.65% annually. There are 270 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 | PRCFX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | PRCFX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | PRCFX vs TSAIX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | PRCFX vs VBAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | PRCFX vs BWBIX |
Best Risk-Adjusted Alternatives to PRCFX
PRCFX has a PortfoliosLab risk / return rank of 50. There are 384 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 | PRCFX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | PRCFX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | PRCFX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | PRCFX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | PRCFX vs FSRRX |
Top Performing PRCFX Alternatives (YTD)
PRCFX is at 2.93% YTD. There are 491 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.12%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.12% | — | Jan 1998 | PRCFX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | PRCFX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | PRCFX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | PRCFX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | PRCFX vs BRUFX |
Lowest Volatility Alternatives to PRCFX
PRCFX has 5.63% 1-year volatility. There are 74 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 | PRCFX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | PRCFX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | PRCFX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | PRCFX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | PRCFX vs CSTAX |
Lowest Drawdown Alternatives to PRCFX
PRCFX has a 1-year max drawdown of -4.50%. There are 94 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 | PRCFX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | PRCFX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | PRCFX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | PRCFX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | PRCFX 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 | 8 | -3.32% | — | Jun 1993 | PRCFX vs TRBCX | |
| T. Rowe Price Capital Appreciation Fund | Diversified Portfolio | 43 | 5.93% | — | Jun 1986 | PRCFX vs PRWCX | |
| T. Rowe Price Dividend Growth Fund, Inc. | Large Cap Blend Equities, Dividend | 77 | 11.24% | — | Dec 1992 | PRCFX vs PRDGX | |
| T. Rowe Price Blue Chip Growth Fund I Class | Large Cap Growth Equities | 8 | -3.25% | — | — | PRCFX vs TBCIX | |
| T. Rowe Price U.S. Equity Research Fund | Large Cap Blend Equities | 56 | 9.19% | — | Nov 1994 | PRCFX vs PRCOX | |
| T. Rowe Price Equity Index 500 Fund | Large Cap Blend Equities | 62 | 9.23% | — | Mar 1990 | PRCFX vs PREIX | |
| T. Rowe Price All-Cap Opportunities Fund | Large Cap Growth Equities | 11 | -1.10% | — | Sep 1985 | PRCFX vs PRWAX | |
| T. Rowe Price Large-Cap Growth Fund | Large Cap Growth Equities | 11 | 0.26% | — | Oct 2001 | PRCFX vs TRLGX | |
| T. Rowe Price Science And Technology Fund | Technology Equities | 42 | 19.55% | — | Sep 1987 | PRCFX vs PRSCX | |
| T. Rowe Price Retirement 2035 Fund | Target Retirement Date | 34 | 8.47% | — | Feb 2004 | PRCFX vs TRRJX |
Often Compared With PRCFX
Investors most often compare PRCFX with FGRIX, VWENX, VWNDX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare PRCFX with Any Fund or Stock
Compare PRCFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PRCFX with funds that move differently
T. Rowe Price Capital Appreciation and Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PRCFX.
Explore PRCFX Diversifiers