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 a closer substitute for your current allocation.
Cheapest Alternatives to PREFX
PREFX charges 0.76% annually. There are 169 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | PREFX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.94B | Dec 2017 | PREFX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | PREFX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | PREFX vs VIGIX | |
| Nuveen Large Cap Growth Index Fund R6 Class | 0.05% | — | Oct 2002 | PREFX vs TILIX |
Best Risk-Adjusted Alternatives to PREFX
PREFX has a PortfoliosLab risk / return rank of 18. There are 206 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 90 | 92.00B | Nov 1984 | PREFX vs VPMCX | |
| One Rock Fund | 89 | — | Mar 2020 | PREFX vs ONERX | |
| Chase Growth Fund | 88 | — | Dec 1997 | PREFX vs CHASX | |
| Chase Growth Fund Institutional Class | 88 | — | Jan 2007 | PREFX vs CHAIX | |
| Fidelity OTC Portfolio Class K | 87 | — | May 2008 | PREFX vs FOCKX |
Top Performing PREFX Alternatives (YTD)
PREFX is at 6.95% YTD. There are 220 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 61.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 61.33% | — | Mar 2020 | PREFX vs ONERX | |
| ICON Equity Fund | 28.11% | — | Oct 2002 | PREFX vs IOLZX | |
| Chase Growth Fund | 26.96% | — | Dec 1997 | PREFX vs CHASX | |
| Chase Growth Fund Institutional Class | 26.92% | — | Jan 2007 | PREFX vs CHAIX | |
| Fidelity OTC Portfolio Class K | 26.17% | — | May 2008 | PREFX vs FOCKX |
Lowest Volatility Alternatives to PREFX
PREFX has 16.60% 1-year volatility. There are 174 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.83%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.83% | — | Sep 2019 | PREFX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.74% | — | Jan 2005 | PREFX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 10.13% | — | Dec 2015 | PREFX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.17% | — | Apr 2010 | PREFX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.63% | — | Sep 2018 | PREFX vs GQEPX |
Lowest Drawdown Alternatives to PREFX
PREFX has a 1-year max drawdown of -16.18%. There are 257 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | PREFX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | PREFX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | PREFX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | PREFX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | PREFX vs DNVYX |
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 | 11 | 2.13% | — | Jun 1993 | PREFX vs TRBCX | |
| T. Rowe Price Capital Appreciation Fund | Diversified Portfolio | 54 | 7.41% | — | Jun 1986 | PREFX vs PRWCX | |
| T. Rowe Price Dividend Growth Fund, Inc. | Large Cap Blend Equities, Dividend | 68 | 10.30% | — | Dec 1992 | PREFX vs PRDGX | |
| T. Rowe Price U.S. Equity Research Fund | Large Cap Blend Equities | 65 | 11.48% | — | Nov 1994 | PREFX vs PRCOX | |
| T. Rowe Price Blue Chip Growth Fund I Class | Large Cap Growth Equities | 11 | 2.21% | — | — | PREFX vs TBCIX | |
| T. Rowe Price All-Cap Opportunities Fund | Large Cap Growth Equities | 12 | 1.33% | — | Sep 1985 | PREFX vs PRWAX | |
| T. Rowe Price Equity Index 500 Fund | Large Cap Blend Equities | 67 | 11.19% | — | Mar 1990 | PREFX vs PREIX | |
| T. Rowe Price Large-Cap Growth Fund | Large Cap Growth Equities | 13 | 3.93% | — | Oct 2001 | PREFX vs TRLGX | |
| T. Rowe Price Science And Technology Fund | Technology Equities | 51 | 25.22% | — | Sep 1987 | PREFX vs PRSCX | |
| T. Rowe Price Retirement 2035 Fund | Target Retirement Date | 31 | 9.07% | — | Feb 2004 | PREFX vs TRRJX |
Often Compared With PREFX
Investors most often compare PREFX with SWPPX, POMIX, PRGTX. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare PREFX with Any Fund or Stock
Compare PREFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PREFX with funds that move differently
T. Rowe Price Tax-Efficient Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PREFX.
Explore PREFX Diversifiers