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 a closer substitute for your current allocation.
Cheapest Alternatives to PRWCX
PRWCX charges 0.68% annually. There are 289 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | PRWCX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | PRWCX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | PRWCX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | PRWCX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | PRWCX vs FYMIX |
Best Risk-Adjusted Alternatives to PRWCX
PRWCX has a PortfoliosLab risk / return rank of 40. There are 444 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | PRWCX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | PRWCX vs TIBIX | |
| Davis Appreciation & Income Fund | 96 | — | Apr 1992 | PRWCX vs RPFCX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | PRWCX vs NWQIX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | PRWCX vs FSRRX |
Top Performing PRWCX Alternatives (YTD)
PRWCX is at 6.66% YTD. There are 263 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.72%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.72% | — | Jan 1998 | PRWCX vs EKBAX | |
| Thornburg Investment Income Builder Fund Class I | 19.05% | — | Dec 2002 | PRWCX vs TIBIX | |
| ICON Equity Income Fund | 18.94% | — | May 2004 | PRWCX vs IOEZX | |
| Greenspring Fund | 17.70% | — | Jun 1983 | PRWCX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 17.05% | — | Aug 1998 | PRWCX vs MHELX |
Lowest Volatility Alternatives to PRWCX
PRWCX has 7.94% 1-year volatility. There are 203 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | PRWCX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | PRWCX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | PRWCX vs SCLAX | |
| Ave Maria Bond Fund | 3.05% | — | Apr 2003 | PRWCX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | PRWCX vs CSTAX |
Lowest Drawdown Alternatives to PRWCX
PRWCX has a 1-year max drawdown of -6.32%. There are 267 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | PRWCX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | PRWCX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | PRWCX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | PRWCX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | PRWCX vs CSTAX |
Other Mutual Funds from T. Rowe Price
The 10 most viewed T. Rowe Price mutual funds shown here include TRBCX, PRDGX, PRCOX 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 | 7 | -1.84% | — | Jun 1993 | PRWCX vs TRBCX | |
| T. Rowe Price Dividend Growth Fund, Inc. | Large Cap Blend Equities, Dividend | 75 | 10.76% | — | Dec 1992 | PRWCX vs PRDGX | |
| T. Rowe Price U.S. Equity Research Fund | Large Cap Blend Equities | 51 | 9.93% | — | Nov 1994 | PRWCX vs PRCOX | |
| T. Rowe Price Blue Chip Growth Fund I Class | Large Cap Growth Equities | 7 | -1.76% | — | — | PRWCX vs TBCIX | |
| T. Rowe Price Equity Index 500 Fund | Large Cap Blend Equities | 57 | 10.00% | — | Mar 1990 | PRWCX vs PREIX | |
| T. Rowe Price All-Cap Opportunities Fund | Large Cap Growth Equities | 10 | -0.23% | — | Sep 1985 | PRWCX vs PRWAX | |
| T. Rowe Price Large-Cap Growth Fund | Large Cap Growth Equities | 10 | 0.84% | — | Oct 2001 | PRWCX vs TRLGX | |
| T. Rowe Price Science And Technology Fund | Technology Equities | 35 | 19.88% | — | Sep 1987 | PRWCX vs PRSCX | |
| T. Rowe Price Retirement 2035 Fund | Target Retirement Date | 32 | 8.73% | — | Feb 2004 | PRWCX vs TRRJX | |
| T. Rowe Price New Horizons Fund | Mid Cap Growth Equities | 24 | 10.06% | — | Jun 1960 | PRWCX vs PRNHX |
Often Compared With PRWCX
Investors most often compare PRWCX with VWELX, VOO, SPY. These 20 comparison targets span 8 categories, 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.
Pair PRWCX with funds that move differently
T. Rowe Price Capital Appreciation Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PRWCX.
Explore PRWCX Diversifiers