T. Rowe Price Capital Appreciation Fund (PRWCX) Alternatives
T. Rowe Price Capital Appreciation Fund (PRWCX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PRWCX. 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 PRWCX
PRWCX charges 0.68% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among PRWCX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | PRWCX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | PRWCX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | PRWCX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | PRWCX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | PRWCX vs BWBIX |
Best Risk-Adjusted Alternatives to PRWCX
Among mutual funds in the Diversified Portfolio 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 | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | PRWCX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | PRWCX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | PRWCX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | PRWCX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | PRWCX vs PMAIX |
Top Performing PRWCX Alternatives (YTD)
PRWCX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | PRWCX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | PRWCX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | PRWCX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | PRWCX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | PRWCX vs CONWX |
Lowest Volatility Alternatives to PRWCX
PRWCX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | PRWCX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | PRWCX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | PRWCX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | PRWCX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | PRWCX vs SICIX |
Lowest Drawdown Alternatives to PRWCX
PRWCX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | PRWCX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | PRWCX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | PRWCX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | PRWCX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | PRWCX vs SICIX |
Other Mutual Funds from T. Rowe Price
Most popular T. Rowe Price mutual funds on PortfoliosLab, across asset classes.
Often Compared With PRWCX
What investors most often compare with PRWCX, based on PortfoliosLab usage data.
Compare PRWCX with Any Fund or Stock
Compare PRWCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.