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 a closer substitute for your current allocation.
Cheapest Alternatives to PRFDX
PRFDX charges 0.63% annually. There are 84 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | PRFDX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | PRFDX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | PRFDX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | PRFDX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | PRFDX vs VVIAX |
Best Risk-Adjusted Alternatives to PRFDX
PRFDX has a PortfoliosLab risk / return rank of 74. There are 122 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | PRFDX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | PRFDX vs FGINX | |
| Al Frank Fund | 96 | — | May 2006 | PRFDX vs VALAX | |
| SA U.S. Value Fund | 95 | — | Aug 1999 | PRFDX vs SABTX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 95 | — | Jun 2022 | PRFDX vs AVLVX |
Top Performing PRFDX Alternatives (YTD)
PRFDX is at 13.61% YTD. There are 81 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 25.18%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Al Frank Fund | 25.18% | — | May 2006 | PRFDX vs VALAX | |
| AMG Yacktman Focused Fund | 23.48% | — | May 1997 | PRFDX vs YAFFX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.32% | — | Jun 2022 | PRFDX vs AVLVX | |
| PIMCO RAE US Fund | 21.63% | — | Jun 2015 | PRFDX vs PKAIX | |
| Neuberger Berman Large Cap Value Fund | 20.12% | — | Jan 1975 | PRFDX vs NPRTX |
Lowest Volatility Alternatives to PRFDX
PRFDX has 11.02% 1-year volatility. There are 131 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.41%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.41% | — | Sep 2017 | PRFDX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.65% | — | Feb 2021 | PRFDX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.38% | — | Dec 1973 | PRFDX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.81% | — | Feb 1996 | PRFDX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.36% | — | Dec 2007 | PRFDX vs TMMAX |
Lowest Drawdown Alternatives to PRFDX
PRFDX has a 1-year max drawdown of -7.34%. There are 164 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | PRFDX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | PRFDX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | PRFDX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | PRFDX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | PRFDX vs SVAIX |
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 | PRFDX vs TRBCX | |
| T. Rowe Price Capital Appreciation Fund | Diversified Portfolio | 39 | 4.53% | — | Jun 1986 | PRFDX vs PRWCX | |
| T. Rowe Price Dividend Growth Fund, Inc. | Large Cap Blend Equities, Dividend | 52 | 8.54% | — | Dec 1992 | PRFDX vs PRDGX | |
| T. Rowe Price All-Cap Opportunities Fund | Large Cap Growth Equities | 13 | 0.15% | — | Sep 1985 | PRFDX vs PRWAX | |
| T. Rowe Price U.S. Equity Research Fund | Large Cap Blend Equities | 64 | 10.53% | — | Nov 1994 | PRFDX vs PRCOX | |
| T. Rowe Price Blue Chip Growth Fund I Class | Large Cap Growth Equities | 13 | 0.26% | — | — | PRFDX vs TBCIX | |
| T. Rowe Price Equity Index 500 Fund | Large Cap Blend Equities | 64 | 9.68% | — | Mar 1990 | PRFDX vs PREIX | |
| T. Rowe Price Large-Cap Growth Fund | Large Cap Growth Equities | 11 | -0.26% | — | Oct 2001 | PRFDX vs TRLGX | |
| T. Rowe Price Science And Technology Fund | Technology Equities | 89 | 44.94% | — | Sep 1987 | PRFDX vs PRSCX | |
| T. Rowe Price Retirement 2035 Fund | Target Retirement Date | 31 | 8.90% | — | Feb 2004 | PRFDX vs TRRJX |
Often Compared With PRFDX
Investors most often compare PRFDX with SCHD, VEIPX, TRVLX. These 20 comparison targets span 13 categories, based on PortfoliosLab usage data.
Compare PRFDX with Any Fund or Stock
Compare PRFDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PRFDX with funds that move differently
T. Rowe Price Equity Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PRFDX.
Explore PRFDX Diversifiers