T. Rowe Price Equity Income Fund (PRFDX) Alternatives

T. Rowe Price Equity Income Fund (PRFDX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PRFDX. 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 PRFDX

PRFDX charges 0.63% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among PRFDX alternatives.

Symbol	Name	Expense Ratio	Inception
FBLEX	Fidelity Series Stock Selector Large Cap Value Fun...	0.01%	Dec 6, 2012	PRFDX vs FBLEX
SWLVX	Schwab U.S. Large-Cap Value Index Fund	0.04%	Dec 20, 2017	PRFDX vs SWLVX
FLCOX	Fidelity Large Cap Value Index Fund	0.04%	Jun 7, 2016	PRFDX vs FLCOX
VIVIX	Vanguard Value Index Fund Institutional Shares	0.04%	Jul 2, 1998	PRFDX vs VIVIX
TILVX	TIAA-CREF Large-Cap Value Index Fund	0.05%	Oct 1, 2002	PRFDX vs TILVX

Best Risk-Adjusted Alternatives to PRFDX

Among mutual funds in the Large Cap Value 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
VIHAX	Vanguard International High Dividend Yield Index F...	92	Mar 2, 2016	PRFDX vs VIHAX
FGINX	Delaware Growth and Income Fund	88	Oct 4, 1993	PRFDX vs FGINX
TOWFX	Towpath Focus Fund	87	Dec 31, 2019	PRFDX vs TOWFX
NEIMX	Neiman Large Cap Value Fund	86	Apr 1, 2003	PRFDX vs NEIMX
VALAX	Al Frank Fund	85	May 1, 2006	PRFDX vs VALAX

Top Performing PRFDX Alternatives (YTD)

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

Symbol	Name	YTD Return	Inception
AVERX	Ave Maria Value Focused Fund	18.00%	Jan 1, 1984	PRFDX vs AVERX
LEXCX	Voya Corporate Leaders Trust Fund	15.27%	Nov 18, 1935	PRFDX vs LEXCX
GQHPX	GQG Partners US Quality Dividend Income Fund	11.95%	Jun 29, 2021	PRFDX vs GQHPX
YAFFX	AMG Yacktman Focused Fund	8.59%	May 1, 1997	PRFDX vs YAFFX
HFCVX	Hennessy Cornerstone Value Fund	8.31%	Nov 1, 1996	PRFDX vs HFCVX

Lowest Volatility Alternatives to PRFDX

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

Symbol	Name	Volatility 1Y	Inception
ACTIX	Advisors Capital Tactical Fixed Income Fund	4.68%	Feb 1, 2021	PRFDX vs ACTIX
RIDAX	The Income Fund of America Class R-1	9.48%	Dec 1, 1973	PRFDX vs RIDAX
HDCTX	Rational Equity Armor Fund	11.05%	Feb 28, 2001	PRFDX vs HDCTX
TWEIX	American Century Equity Income Fund	11.59%	Aug 1, 1994	PRFDX vs TWEIX
ACIIX	American Century Equity Income Fund Class I	11.61%	Jul 8, 1998	PRFDX vs ACIIX

Lowest Drawdown Alternatives to PRFDX

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

Symbol	Name	Max Drawdown 1Y	Inception
ACTIX	Advisors Capital Tactical Fixed Income Fund	-3.07%	Feb 1, 2021	PRFDX vs ACTIX
HDCTX	Rational Equity Armor Fund	-6.95%	Feb 28, 2001	PRFDX vs HDCTX
AUXFX	Auxier Focus Fund	-8.19%	Jul 9, 1999	PRFDX vs AUXFX
RIDAX	The Income Fund of America Class R-1	-8.25%	Dec 1, 1973	PRFDX vs RIDAX
PSECX	1789 Growth and Income Fund	-8.36%	Jan 21, 2011	PRFDX vs PSECX

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

Often Compared With PRFDX

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

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	52	12.79%	Oct 20, 2011	PRFDX vs SCHD
VEIPX	Vanguard Equity Income Fund Investor Shares	Large Cap Value Equities	56	-0.15%	Mar 21, 1988	PRFDX vs VEIPX
TRVLX	T. Rowe Price Value Fund	Large Cap Value Equities	52	2.49%	—	PRFDX vs TRVLX
AABTX	American Funds 2015 Target Date Retirement Fund	Target Retirement Date	80	-1.17%	Jan 31, 2007	PRFDX vs AABTX
SPY	State Street SPDR S&P 500 ETF	S&P 500	64	-4.37%	Jan 22, 1993	PRFDX vs SPY
VSGAX	Vanguard Small-Cap Growth Index Fund Admiral Share...	Small Cap Growth Equities	30	-3.92%	Sep 27, 2011	PRFDX vs VSGAX
MITTX	MFS Massachusetts Investors Trust	Large Cap Blend Equities	25	-6.58%	Jul 15, 1924	PRFDX vs MITTX
FDGRX	Fidelity Growth Company Fund	Large Cap Growth Equities	61	-6.86%	—	PRFDX vs FDGRX
VOO	Vanguard S&P 500 ETF	S&P 500	65	-4.42%	Sep 7, 2010	PRFDX vs VOO
PRNEX	T. Rowe Price New Era Fund	Energy Equities	93	19.15%	Jan 19, 1969	PRFDX vs PRNEX
TRBFX	T. Rowe Price Limited Duration Inflation Focused B...	Inflation-Protected Bonds	96	0.71%	Sep 28, 2006	PRFDX vs TRBFX
FGRIX	Fidelity Growth & Income Portfolio	Large Cap Value Equities	68	-3.02%	Dec 30, 1985	PRFDX vs FGRIX
PRHSX	T. Rowe Price Health Sciences Fund	Health & Biotech Equities	55	-9.65%	Dec 29, 1995	PRFDX vs PRHSX
FEQIX	Fidelity Equity-Income Fund	Large Cap Value Equities	72	1.32%	May 16, 1966	PRFDX vs FEQIX
^SP500TR	S&P 500 Total Return		78	-4.33%	—	PRFDX vs ^SP500TR
FEKFX	Fidelity Equity-Income K6 Fund	Large Cap Value Equities	73	1.40%	Jun 13, 2019	PRFDX vs FEKFX
PRMSX	T. Rowe Price Emerging Markets Stock Fund	Emerging Markets Diversified	80	-0.54%	Mar 30, 1995	PRFDX vs PRMSX
VDIPX	Vanguard Developed Markets Index Fund Institutiona...	Foreign Large Cap Equities	81	-0.50%	Apr 1, 2014	PRFDX vs VDIPX
VYM	Vanguard High Dividend Yield ETF	Dividend	72	3.80%	Feb 7, 2019	PRFDX vs VYM
VEIRX	Vanguard Equity Income Fund Admiral Shares	Large Cap Value Equities	57	-0.12%	Aug 13, 2001	PRFDX vs VEIRX

Compare PRFDX with Any Fund or Stock

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

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T. Rowe Price Equity Income Fund

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