T. Rowe Price Capital Appreciation and Income Fund Class I (PRCHX) 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 PRCHX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PRCHX
PRCHX charges 0.49% annually. There are 184 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 | PRCHX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | PRCHX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | PRCHX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | PRCHX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | PRCHX vs BWBIX |
Best Risk-Adjusted Alternatives to PRCHX
PRCHX has a PortfoliosLab risk / return rank of 73. There are 138 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 | PRCHX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | PRCHX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | PRCHX vs NWQIX | |
| Allspring Diversified Capital Builder Fund | 95 | — | Jan 1998 | PRCHX vs EKBAX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | PRCHX vs AYBLX |
Top Performing PRCHX Alternatives (YTD)
PRCHX is at 3.16% YTD. There are 488 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 38.34%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 38.34% | — | Jan 1998 | PRCHX vs EKBAX | |
| Greenspring Fund | 20.69% | — | Jun 1983 | PRCHX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 18.72% | — | Aug 1998 | PRCHX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 17.52% | — | Dec 2002 | PRCHX vs TIBIX | |
| Sound Mind Investing Fund | 15.94% | — | Dec 2005 | PRCHX vs SMIFX |
Lowest Volatility Alternatives to PRCHX
PRCHX has 5.53% 1-year volatility. There are 73 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.85% | — | Nov 2003 | PRCHX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.82% | — | Apr 2012 | PRCHX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.85% | — | Nov 2003 | PRCHX vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | PRCHX vs AVEFX | |
| American Funds College 2027 Fund | 3.13% | — | Sep 2012 | PRCHX vs CSTAX |
Lowest Drawdown Alternatives to PRCHX
PRCHX has a 1-year max drawdown of -4.50%. There are 95 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 | PRCHX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | PRCHX vs SCLAX | |
| Fidelity Strategic Real Return Fund Class K6 | -2.57% | — | Sep 2005 | PRCHX vs FSRKX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | PRCHX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | PRCHX vs SICIX |
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 | 12 | 0.19% | — | Jun 1993 | PRCHX vs TRBCX | |
| T. Rowe Price Capital Appreciation Fund | Diversified Portfolio | 39 | 4.53% | — | Jun 1986 | PRCHX vs PRWCX | |
| T. Rowe Price Dividend Growth Fund, Inc. | Large Cap Blend Equities, Dividend | 52 | 8.54% | — | Dec 1992 | PRCHX vs PRDGX | |
| T. Rowe Price All-Cap Opportunities Fund | Large Cap Growth Equities | 13 | 0.15% | — | Sep 1985 | PRCHX vs PRWAX | |
| T. Rowe Price U.S. Equity Research Fund | Large Cap Blend Equities | 64 | 10.53% | — | Nov 1994 | PRCHX vs PRCOX | |
| T. Rowe Price Blue Chip Growth Fund I Class | Large Cap Growth Equities | 13 | 0.26% | — | — | PRCHX vs TBCIX | |
| T. Rowe Price Equity Index 500 Fund | Large Cap Blend Equities | 64 | 9.68% | — | Mar 1990 | PRCHX vs PREIX | |
| T. Rowe Price Large-Cap Growth Fund | Large Cap Growth Equities | 11 | -0.26% | — | Oct 2001 | PRCHX vs TRLGX | |
| T. Rowe Price Science And Technology Fund | Technology Equities | 89 | 44.94% | — | Sep 1987 | PRCHX vs PRSCX | |
| T. Rowe Price Retirement 2035 Fund | Target Retirement Date | 31 | 8.90% | — | Feb 2004 | PRCHX vs TRRJX |
Often Compared With PRCHX
Investors most often compare PRCHX with TRAIX, SIFAX, QBDSX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare PRCHX with Any Fund or Stock
Compare PRCHX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PRCHX with funds that move differently
T. Rowe Price Capital Appreciation and Income Fund Class I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PRCHX.
Explore PRCHX Diversifiers