T. Rowe Price Capital Appreciation and Income Fund Class I (PRCHX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to PRCHX
PRCHX charges 0.49% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among PRCHX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | PRCHX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | PRCHX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | PRCHX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | PRCHX vs BWBIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | PRCHX vs FYMIX |
Best Risk-Adjusted Alternatives to PRCHX
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 | PRCHX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | PRCHX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | PRCHX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | PRCHX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | PRCHX vs PMAIX |
Top Performing PRCHX Alternatives (YTD)
PRCHX 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 | PRCHX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | PRCHX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | PRCHX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | PRCHX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | PRCHX vs CONWX |
Lowest Volatility Alternatives to PRCHX
PRCHX 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 | PRCHX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | PRCHX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | PRCHX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | PRCHX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | PRCHX vs SICIX |
Lowest Drawdown Alternatives to PRCHX
PRCHX 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 | PRCHX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | PRCHX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | PRCHX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | PRCHX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | PRCHX vs SICIX |
Other Mutual Funds from T. Rowe Price
Most popular T. Rowe Price mutual funds on PortfoliosLab, across asset classes.
Often Compared With PRCHX
What investors most often compare with PRCHX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| T. Rowe Price Capital Appreciation Fund - I Class | Diversified Portfolio | 79 | -4.98% | Dec 17, 2015 | PRCHX vs TRAIX | |
| Quantified Managed Income Fund | Diversified Portfolio | 26 | -0.76% | Aug 8, 2013 | PRCHX vs QBDSX | |
| Kinetics The Global Fund | Diversified Portfolio | 12 | 5.17% | Dec 30, 1999 | PRCHX vs WWWEX | |
| Allspring Diversified Capital Builder Fund | Diversified Portfolio | 90 | 4.55% | Jan 19, 1998 | PRCHX vs EKBAX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 93 | 7.48% | Nov 3, 2009 | PRCHX vs TPDAX | |
| Mutual of America Aggressive Allocation Fund | Diversified Portfolio | 44 | -3.18% | Nov 29, 2021 | PRCHX vs MAANX |
Compare PRCHX with Any Fund or Stock
Compare PRCHX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.