T. Rowe Price Capital Appreciation and Income Fund (PRCFX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to PRCFX
PRCFX charges 0.65% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among PRCFX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | PRCFX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | PRCFX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | PRCFX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | PRCFX vs BWBIX | |
| Mutual of America Aggressive Allocation Fund | 0.05% | Nov 29, 2021 | PRCFX vs MAANX |
Best Risk-Adjusted Alternatives to PRCFX
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 | PRCFX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | PRCFX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | PRCFX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | PRCFX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | PRCFX vs PMAIX |
Top Performing PRCFX Alternatives (YTD)
PRCFX 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 | PRCFX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | PRCFX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | PRCFX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | PRCFX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | PRCFX vs CONWX |
Lowest Volatility Alternatives to PRCFX
PRCFX 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 | PRCFX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | PRCFX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | PRCFX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | PRCFX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | PRCFX vs SICIX |
Lowest Drawdown Alternatives to PRCFX
PRCFX 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 | PRCFX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | PRCFX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | PRCFX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | PRCFX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | PRCFX vs SICIX |
Other Mutual Funds from T. Rowe Price
Most popular T. Rowe Price mutual funds on PortfoliosLab, across asset classes.
Often Compared With PRCFX
What investors most often compare with PRCFX, 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.