T. Rowe Price Tax-Efficient Equity Fund (PREFX) Alternatives

T. Rowe Price Tax-Efficient Equity Fund (PREFX) belongs to the Large 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 PREFX. 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 PREFX

PREFX charges 0.76% annually. Among mutual funds in the Large Cap Growth Equities category, these options have the lowest expense ratios among PREFX alternatives.

Symbol	Name	Expense Ratio	Inception
ACIHX	American Century Growth Fund G Class	0.01%	Mar 1, 2022	PREFX vs ACIHX
SWLGX	Schwab U.S. Large-Cap Growth Index Fund	0.04%	Dec 20, 2017	PREFX vs SWLGX
FSPGX	Fidelity Large Cap Growth Index Fund	0.04%	—	PREFX vs FSPGX
VIGIX	Vanguard Growth Index Fund Institutional Shares	0.04%	May 14, 1998	PREFX vs VIGIX
TILIX	TIAA-CREF Large-Cap Growth Index Fund	0.05%	Oct 1, 2002	PREFX vs TILIX

Best Risk-Adjusted Alternatives to PREFX

Among mutual funds in the Large Cap Growth Equities 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
ONERX	One Rock Fund	87	Mar 6, 2020	PREFX vs ONERX
ADX	Adams Diversified Equity Fund, Inc.	83	Jan 2, 1990	PREFX vs ADX
FCGSX	Fidelity Series Growth Company Fund	82	Nov 7, 2013	PREFX vs FCGSX
BPTRX	Baron Partners Fund	81	Apr 30, 2003	PREFX vs BPTRX
VTMGX	Vanguard Developed Markets Index Fund Admiral Shar...	81	Aug 17, 1999	PREFX vs VTMGX

Top Performing PREFX Alternatives (YTD)

PREFX alternatives from the Large Cap Growth Equities category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
GQEPX	GQG Partners US Select Quality Equity Fund Investo...	9.79%	Sep 28, 2018	PREFX vs GQEPX
BBLIX	BBH Select Series - Large Cap Fund	1.58%	Sep 9, 2019	PREFX vs BBLIX
EFCNX	Emerald Insights Fund	0.00%	Aug 1, 2014	PREFX vs EFCNX
VTMGX	Vanguard Developed Markets Index Fund Admiral Shar...	-0.48%	Aug 17, 1999	PREFX vs VTMGX
AMRGX	American Growth Fund Series One	-1.31%	Jul 31, 1958	PREFX vs AMRGX

Lowest Volatility Alternatives to PREFX

PREFX alternatives from the Large Cap Growth Equities category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
BLUEX	AMG Veritas Global Real Return Fund	10.98%	Jan 10, 1991	PREFX vs BLUEX
MRFOX	Marshfield Concentrated Opportunity Fund	11.79%	Dec 29, 2015	PREFX vs MRFOX
TVRIX	Guggenheim Directional Allocation Fund	12.40%	Jun 18, 2012	PREFX vs TVRIX
GQEPX	GQG Partners US Select Quality Equity Fund Investo...	12.43%	Sep 28, 2018	PREFX vs GQEPX
PROVX	Provident Trust Strategy Fund	14.45%	Dec 30, 1986	PREFX vs PROVX

Lowest Drawdown Alternatives to PREFX

PREFX alternatives from the Large Cap Growth Equities category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
MRFOX	Marshfield Concentrated Opportunity Fund	-7.09%	Dec 29, 2015	PREFX vs MRFOX
TVRIX	Guggenheim Directional Allocation Fund	-8.45%	Jun 18, 2012	PREFX vs TVRIX
GQEPX	GQG Partners US Select Quality Equity Fund Investo...	-8.71%	Sep 28, 2018	PREFX vs GQEPX
MEIFX	Meridian Enhanced Equity Fund	-8.99%	Jan 31, 2005	PREFX vs MEIFX
BBLIX	BBH Select Series - Large Cap Fund	-10.22%	Sep 9, 2019	PREFX vs BBLIX

Other Mutual Funds from T. Rowe Price

Most popular T. Rowe Price mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
TRBCX	T. Rowe Price Blue Chip Growth Fund	Large Cap Growth Equities	20	-14.57%	Jun 30, 1993	PREFX vs TRBCX
PRWCX	T. Rowe Price Capital Appreciation Fund	Diversified Portfolio	78	-5.03%	Jun 30, 1986	PREFX vs PRWCX
PRDGX	T. Rowe Price Dividend Growth Fund, Inc.	Large Cap Blend Equities, Dividend	33	-2.47%	Dec 30, 1992	PREFX vs PRDGX
PRWAX	T. Rowe Price All-Cap Opportunities Fund	Large Cap Growth Equities	45	-12.37%	Sep 30, 1985	PREFX vs PRWAX
PRCOX	T. Rowe Price U.S. Equity Research Fund	Large Cap Blend Equities	42	-7.21%	Nov 30, 1994	PREFX vs PRCOX
PREIX	T. Rowe Price Equity Index 500 Fund	Large Cap Blend Equities	52	-7.11%	Mar 30, 1990	PREFX vs PREIX
TBCIX	T. Rowe Price Blue Chip Growth Fund I Class	Large Cap Growth Equities	21	-14.54%	—	PREFX vs TBCIX
TRLGX	T. Rowe Price Large-Cap Growth Fund	Large Cap Growth Equities	15	-14.83%	Oct 31, 2001	PREFX vs TRLGX
PRSCX	T. Rowe Price Science And Technology Fund	Technology Equities	65	-11.17%	Sep 29, 1987	PREFX vs PRSCX
PRNHX	T. Rowe Price New Horizons Fund	Mid Cap Growth Equities	16	-5.34%	Jun 3, 1960	PREFX vs PRNHX

Often Compared With PREFX

What investors most often compare with PREFX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
SWPPX	Schwab S&P 500 Index Fund	Large Cap Blend Equities, S&P 500	46	-7.07%	May 19, 1997	PREFX vs SWPPX
POMIX	T. Rowe Price Total Equity Market Index Fund	Large Cap Blend Equities	53	-6.71%	Jan 30, 1998	PREFX vs POMIX
PRGTX	T. Rowe Price Global Technology Fund	Technology Equities	71	-7.19%	Sep 28, 2000	PREFX vs PRGTX
VFIAX	Vanguard 500 Index Fund Admiral Shares	Large Cap Blend Equities	46	-7.06%	Nov 13, 2000	PREFX vs VFIAX
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	52	12.79%	Oct 20, 2011	PREFX vs SCHD
VTSAX	Vanguard Total Stock Market Index Fund Admiral Sha...	Large Cap Blend Equities	46	-6.75%	Nov 13, 2000	PREFX vs VTSAX
PRMTX	T. Rowe Price Communications & Technology Fund	Communications Equities	78	-10.21%	Oct 12, 1993	PREFX vs PRMTX
FBND	Fidelity Total Bond ETF	Intermediate Core-Plus Bond, Actively Managed	63	0.14%	Oct 6, 2014	PREFX vs FBND
FDVV	Fidelity High Dividend ETF	Large Cap Blend Equities, Dividend	60	-1.78%	Sep 12, 2016	PREFX vs FDVV
FIPDX	Fidelity Inflation-Protected Bond Index Fund	Inflation-Protected Bonds	42	0.33%	May 16, 2012	PREFX vs FIPDX
VIG	Vanguard Dividend Appreciation ETF	Dividend	55	-1.77%	Dec 19, 2013	PREFX vs VIG
VOO	Vanguard S&P 500 ETF	S&P 500	65	-4.42%	Sep 7, 2010	PREFX vs VOO
VTCLX	Vanguard Tax-Managed Capital Appreciation Fund Adm...	Large Cap Blend Equities	46	-6.78%	Sep 6, 1994	PREFX vs VTCLX
VTI	Vanguard Total Stock Market ETF	Large Cap Blend Equities	65	-4.01%	Jun 27, 2016	PREFX vs VTI
QQQ	Invesco QQQ ETF	Large Cap Growth Equities	69	-5.93%	Mar 10, 1999	PREFX vs QQQ
RYGRX	Rydex S&P 500 Pure Growth Fund	Large Cap Growth Equities	27	-4.70%	Feb 20, 2004	PREFX vs RYGRX
SCHG	Schwab U.S. Large-Cap Growth ETF	Large Cap Growth Equities	46	-10.59%	Dec 11, 2009	PREFX vs SCHG
SPY	State Street SPDR S&P 500 ETF	S&P 500	64	-4.37%	Jan 22, 1993	PREFX vs SPY
VOOG	Vanguard S&P 500 Growth ETF	S&P 500, Large Cap Growth Equities	66	-8.17%	Apr 5, 2019	PREFX vs VOOG
VUG	Vanguard Growth ETF	Large Cap Growth Equities	50	-10.37%	Nov 13, 2000	PREFX vs VUG

Compare PREFX with Any Fund or Stock

Compare PREFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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T. Rowe Price Tax-Efficient Equity Fund

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