T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund (TQSIX) belongs to the Mid 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 TQSIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TQSIX
TQSIX charges 0.68% annually. There are 36 mutual funds in the Mid Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | — | Sep 2011 | TQSIX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | 218.80B | Dec 2010 | TQSIX vs VMCPX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.03% | 218.80B | May 1998 | TQSIX vs VMCIX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | TQSIX vs FSMAX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | 93.70B | Jan 2011 | TQSIX vs VEMPX |
Best Risk-Adjusted Alternatives to TQSIX
TQSIX has a PortfoliosLab risk / return rank of 62. There are 21 mutual funds in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 89 | — | Jan 2005 | TQSIX vs PFSLX | |
| Vanguard Strategic Equity Fund | 85 | 11.50B | Aug 1995 | TQSIX vs VSEQX | |
| Gotham Enhanced Return Fund | 83 | — | May 2013 | TQSIX vs GENIX | |
| Destinations Small-Mid Cap Equity Fund | 80 | — | Mar 2017 | TQSIX vs DSMFX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 80 | — | Aug 2013 | TQSIX vs FZAMX |
Top Performing TQSIX Alternatives (YTD)
TQSIX is at 18.77% YTD. There are 28 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 41.29%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 41.29% | — | Jan 2005 | TQSIX vs PFSLX | |
| 13D Activist Fund | 32.60% | — | Dec 2011 | TQSIX vs DDDIX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 30.58% | — | Aug 2015 | TQSIX vs FZFLX | |
| Hodges Fund | 28.41% | — | Oct 1992 | TQSIX vs HDPMX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 24.59% | — | Aug 2013 | TQSIX vs FZAMX |
Lowest Volatility Alternatives to TQSIX
TQSIX has 17.19% 1-year volatility. There are 87 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.71%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Focused Growth and Income Fund | 9.71% | — | Dec 2002 | TQSIX vs GWSAX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.72% | — | Jul 1999 | TQSIX vs TLVAX | |
| Boston Trust Midcap Fund | 11.82% | — | — | TQSIX vs BTMFX | |
| Boston Trust Walden Midcap Fund | 11.94% | — | Aug 2011 | TQSIX vs WAMFX | |
| Victory RS Investors Fund | 11.98% | — | Nov 2005 | TQSIX vs RSINX |
Lowest Drawdown Alternatives to TQSIX
TQSIX has a 1-year max drawdown of -10.41%. There are 89 mutual funds in the Mid Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -6.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| FullerThaler Behavioral Mid-Cap Equity Fund Instit... | -6.33% | — | Oct 2023 | TQSIX vs FTHMX | |
| Gotham Enhanced Return Fund | -6.44% | — | May 2013 | TQSIX vs GENIX | |
| Gabelli Focused Growth and Income Fund | -6.54% | — | Dec 2002 | TQSIX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | -6.80% | — | Dec 2018 | TQSIX vs FTSIX | |
| BNY Mellon Active MidCap Fund | -7.29% | — | Jan 1985 | TQSIX vs DNLDX |
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 | TQSIX vs TRBCX | |
| T. Rowe Price Capital Appreciation Fund | Diversified Portfolio | 54 | 7.50% | — | Jun 1986 | TQSIX vs PRWCX | |
| T. Rowe Price Dividend Growth Fund, Inc. | Large Cap Blend Equities, Dividend | 61 | 10.60% | — | Dec 1992 | TQSIX vs PRDGX | |
| T. Rowe Price U.S. Equity Research Fund | Large Cap Blend Equities | 61 | 11.44% | — | Nov 1994 | TQSIX vs PRCOX | |
| T. Rowe Price Blue Chip Growth Fund I Class | Large Cap Growth Equities | 12 | 1.57% | — | — | TQSIX vs TBCIX | |
| T. Rowe Price All-Cap Opportunities Fund | Large Cap Growth Equities | 12 | 1.24% | — | Sep 1985 | TQSIX vs PRWAX | |
| T. Rowe Price Equity Index 500 Fund | Large Cap Blend Equities | 64 | 11.23% | — | Mar 1990 | TQSIX vs PREIX | |
| T. Rowe Price Large-Cap Growth Fund | Large Cap Growth Equities | 13 | 3.52% | — | Oct 2001 | TQSIX vs TRLGX | |
| T. Rowe Price Science And Technology Fund | Technology Equities | 56 | 26.30% | — | Sep 1987 | TQSIX vs PRSCX | |
| T. Rowe Price Retirement 2035 Fund | Target Retirement Date | 28 | 9.15% | — | Feb 2004 | TQSIX vs TRRJX |
Often Compared With TQSIX
Investors most often compare TQSIX with VEXAX, FCAGX, RPMGX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare TQSIX with Any Fund or Stock
Compare TQSIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TQSIX with funds that move differently
T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TQSIX.
Explore TQSIX Diversifiers