T. Rowe Price Small-Cap Value Fund (PRSVX) belongs to the Small Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PRSVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PRSVX
PRSVX charges 0.78% annually. There are 48 mutual funds in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | — | Sep 2011 | PRSVX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.03% | 182.70B | Jul 1997 | PRSVX vs VSCIX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | PRSVX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.67B | May 1997 | PRSVX vs SWSSX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 182.70B | Nov 2000 | PRSVX vs VSMAX |
Best Risk-Adjusted Alternatives to PRSVX
PRSVX has a PortfoliosLab risk / return rank of 73. There are 37 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Keeley Small Cap Fund Class Institutional | 93 | — | Apr 1997 | PRSVX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 93 | — | Apr 1997 | PRSVX vs WESCX | |
| MainStay WMC Small Companies Fund | 89 | — | Jan 1987 | PRSVX vs MOPIX | |
| River Oak Discovery Fund | 89 | — | Jun 2005 | PRSVX vs RIVSX | |
| Glenmede Quantitative U.S. Small Cap Equity Portfo... | 89 | — | Nov 2017 | PRSVX vs GQSCX |
Top Performing PRSVX Alternatives (YTD)
PRSVX is at 20.92% YTD. There are 59 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 41.31%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Micro-cap Fund | 41.31% | — | Dec 2007 | PRSVX vs PVIVX | |
| Royce Micro Cap Series Fund | 39.73% | — | Dec 1991 | PRSVX vs RYOTX | |
| River Oak Discovery Fund | 33.23% | — | Jun 2005 | PRSVX vs RIVSX | |
| Keeley Small Cap Fund Class Institutional | 31.76% | — | Apr 1997 | PRSVX vs WWSIX | |
| Fuller & Thaler Behavioral Micro-Cap Equity Fund | 31.22% | — | Dec 2018 | PRSVX vs FTMSX |
Lowest Volatility Alternatives to PRSVX
PRSVX has 16.98% 1-year volatility. There are 30 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 13.94%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 13.94% | — | Nov 1996 | PRSVX vs HFCGX | |
| DFA International Small Company Portfolio | 14.28% | 15.72B | Sep 1996 | PRSVX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.61% | — | Feb 2017 | PRSVX vs CSMDX | |
| DWS Small Cap Core Fund | 15.04% | — | Jul 2000 | PRSVX vs SSLCX | |
| Boston Trust Small Cap Fund | 15.18% | — | — | PRSVX vs BOSOX |
Lowest Drawdown Alternatives to PRSVX
PRSVX has a 1-year max drawdown of -8.93%. There are 23 mutual funds in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -7.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Index Plus SmallCap Portfolio | -7.63% | — | Dec 1997 | PRSVX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | PRSVX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.90B | Apr 2006 | PRSVX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | 7.82B | Dec 1981 | PRSVX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | PRSVX vs SSCDX |
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 | 1.49% | — | Jun 1993 | PRSVX vs TRBCX | |
| T. Rowe Price Capital Appreciation Fund | Diversified Portfolio | 54 | 7.50% | — | Jun 1986 | PRSVX vs PRWCX | |
| T. Rowe Price Dividend Growth Fund, Inc. | Large Cap Blend Equities, Dividend | 61 | 10.60% | — | Dec 1992 | PRSVX vs PRDGX | |
| T. Rowe Price U.S. Equity Research Fund | Large Cap Blend Equities | 61 | 11.44% | — | Nov 1994 | PRSVX vs PRCOX | |
| T. Rowe Price Blue Chip Growth Fund I Class | Large Cap Growth Equities | 12 | 1.57% | — | — | PRSVX vs TBCIX | |
| T. Rowe Price All-Cap Opportunities Fund | Large Cap Growth Equities | 12 | 1.24% | — | Sep 1985 | PRSVX vs PRWAX | |
| T. Rowe Price Equity Index 500 Fund | Large Cap Blend Equities | 64 | 11.23% | — | Mar 1990 | PRSVX vs PREIX | |
| T. Rowe Price Large-Cap Growth Fund | Large Cap Growth Equities | 13 | 3.52% | — | Oct 2001 | PRSVX vs TRLGX | |
| T. Rowe Price Science And Technology Fund | Technology Equities | 56 | 26.30% | — | Sep 1987 | PRSVX vs PRSCX | |
| T. Rowe Price Retirement 2035 Fund | Target Retirement Date | 28 | 9.15% | — | Feb 2004 | PRSVX vs TRRJX |
Often Compared With PRSVX
Investors most often compare PRSVX with VBR, BIGRX, VOO. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare PRSVX with Any Fund or Stock
Compare PRSVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PRSVX with funds that move differently
T. Rowe Price Small-Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PRSVX.
Explore PRSVX Diversifiers