T. Rowe Price Small-Cap Value Fund Class I (PRVIX) belongs to the Small 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 PRVIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PRVIX
PRVIX charges 0.66% annually. There are 15 mutual funds in the Small Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | — | Jul 2019 | PRVIX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | PRVIX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 65.50B | Sep 2011 | PRVIX vs VSIAX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | PRVIX vs VSMVX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | PRVIX vs VRTVX |
Best Risk-Adjusted Alternatives to PRVIX
PRVIX has a PortfoliosLab risk / return rank of 73. There are 36 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Transamerica Small Cap Value | 91 | — | Jan 2003 | PRVIX vs TSLTX | |
| Victory Integrity Discovery Fund | 91 | — | Dec 1996 | PRVIX vs MMEYX | |
| Walthausen Small Cap Value Fund | 90 | — | Feb 2008 | PRVIX vs WSCVX | |
| First Eagle Small Cap Opportunity Fund | 89 | — | Apr 2021 | PRVIX vs FESCX | |
| Aegis Value Fund | 89 | — | May 1998 | PRVIX vs AVALX |
Top Performing PRVIX Alternatives (YTD)
PRVIX is at 20.22% YTD. There are 39 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 32.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Small Cap Value Fund | 32.95% | — | Jun 1999 | PRVIX vs VSCAX | |
| Victory Integrity Discovery Fund | 32.41% | — | Dec 1996 | PRVIX vs MMEYX | |
| Royce Opportunity Fund | 31.15% | — | Nov 1996 | PRVIX vs RYPNX | |
| First Eagle Small Cap Opportunity Fund | 30.84% | — | Apr 2021 | PRVIX vs FESCX | |
| Walthausen Small Cap Value Fund | 27.95% | — | Feb 2008 | PRVIX vs WSCVX |
Lowest Volatility Alternatives to PRVIX
PRVIX has 17.16% 1-year volatility. There are 46 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 0.61%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro SMID Cap Equity Fund | 0.61% | — | Sep 2017 | PRVIX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.22% | — | Apr 2019 | PRVIX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.31% | — | Apr 1997 | PRVIX vs TASCX | |
| VELA Small Cap Fund | 14.39% | — | Sep 2020 | PRVIX vs VESMX | |
| AMG River Road Small-Mid Cap Value Fund | 14.45% | — | Mar 2007 | PRVIX vs ARSMX |
Lowest Drawdown Alternatives to PRVIX
PRVIX has a 1-year max drawdown of -8.93%. There are 30 mutual funds in the Small Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | — | Apr 2019 | PRVIX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | PRVIX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | PRVIX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | PRVIX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | PRVIX vs TSLTX |
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 | PRVIX vs TRBCX | |
| T. Rowe Price Capital Appreciation Fund | Diversified Portfolio | 39 | 4.53% | — | Jun 1986 | PRVIX vs PRWCX | |
| T. Rowe Price Dividend Growth Fund, Inc. | Large Cap Blend Equities, Dividend | 52 | 8.54% | — | Dec 1992 | PRVIX vs PRDGX | |
| T. Rowe Price All-Cap Opportunities Fund | Large Cap Growth Equities | 13 | 0.15% | — | Sep 1985 | PRVIX vs PRWAX | |
| T. Rowe Price U.S. Equity Research Fund | Large Cap Blend Equities | 64 | 10.53% | — | Nov 1994 | PRVIX vs PRCOX | |
| T. Rowe Price Blue Chip Growth Fund I Class | Large Cap Growth Equities | 13 | 0.26% | — | — | PRVIX vs TBCIX | |
| T. Rowe Price Equity Index 500 Fund | Large Cap Blend Equities | 64 | 9.68% | — | Mar 1990 | PRVIX vs PREIX | |
| T. Rowe Price Large-Cap Growth Fund | Large Cap Growth Equities | 11 | -0.26% | — | Oct 2001 | PRVIX vs TRLGX | |
| T. Rowe Price Science And Technology Fund | Technology Equities | 89 | 44.94% | — | Sep 1987 | PRVIX vs PRSCX | |
| T. Rowe Price Retirement 2035 Fund | Target Retirement Date | 31 | 8.90% | — | Feb 2004 | PRVIX vs TRRJX |
Often Compared With PRVIX
Investors most often compare PRVIX with SSCVX, PPVIX, MXLSX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare PRVIX with Any Fund or Stock
Compare PRVIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PRVIX with funds that move differently
T. Rowe Price Small-Cap Value Fund Class I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PRVIX.
Explore PRVIX Diversifiers