T. Rowe Price Integrated US Small-Mid Cap Equity Fund (TQSMX) 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 TQSMX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TQSMX
TQSMX charges 0.87% annually. There are 61 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 | TQSMX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.03% | 182.70B | Jul 1997 | TQSMX vs VSCIX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | TQSMX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.67B | May 1997 | TQSMX vs SWSSX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 182.70B | Nov 2000 | TQSMX vs VSMAX |
Best Risk-Adjusted Alternatives to TQSMX
TQSMX has a PortfoliosLab risk / return rank of 62. There are 86 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 | TQSMX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 93 | — | Apr 1997 | TQSMX vs WESCX | |
| MainStay WMC Small Companies Fund | 90 | — | Jan 1987 | TQSMX vs MOPIX | |
| Glenmede Quantitative U.S. Small Cap Equity Portfo... | 90 | — | Nov 2017 | TQSMX vs GQSCX | |
| River Oak Discovery Fund | 90 | — | Jun 2005 | TQSMX vs RIVSX |
Top Performing TQSMX Alternatives (YTD)
TQSMX is at 17.92% YTD. There are 109 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 39.82%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Royce Micro Cap Series Fund | 39.82% | — | Dec 1991 | TQSMX vs RYOTX | |
| Paradigm Micro-cap Fund | 38.99% | — | Dec 2007 | TQSMX vs PVIVX | |
| River Oak Discovery Fund | 31.90% | — | Jun 2005 | TQSMX vs RIVSX | |
| Keeley Small Cap Fund Class Institutional | 30.90% | — | Apr 1997 | TQSMX vs WWSIX | |
| Fuller & Thaler Behavioral Micro-Cap Equity Fund | 30.85% | — | Dec 2018 | TQSMX vs FTMSX |
Lowest Volatility Alternatives to TQSMX
TQSMX has 17.23% 1-year volatility. There are 39 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 13.96%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 13.96% | — | Nov 1996 | TQSMX vs HFCGX | |
| DFA International Small Company Portfolio | 14.31% | 15.72B | Sep 1996 | TQSMX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.58% | — | Feb 2017 | TQSMX vs CSMDX | |
| DWS Small Cap Core Fund | 15.02% | — | Jul 2000 | TQSMX vs SSLCX | |
| Boston Trust Small Cap Fund | 15.11% | — | — | TQSMX vs BOSOX |
Lowest Drawdown Alternatives to TQSMX
TQSMX has a 1-year max drawdown of -10.38%. There are 94 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 | TQSMX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | TQSMX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.90B | Apr 2006 | TQSMX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | 7.82B | Dec 1981 | TQSMX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | TQSMX 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 | 1.36% | — | Jun 1993 | TQSMX vs TRBCX | |
| T. Rowe Price Capital Appreciation Fund | Diversified Portfolio | 53 | 7.13% | — | Jun 1986 | TQSMX vs PRWCX | |
| T. Rowe Price Dividend Growth Fund, Inc. | Large Cap Blend Equities, Dividend | 62 | 10.16% | — | Dec 1992 | TQSMX vs PRDGX | |
| T. Rowe Price U.S. Equity Research Fund | Large Cap Blend Equities | 62 | 11.04% | — | Nov 1994 | TQSMX vs PRCOX | |
| T. Rowe Price Blue Chip Growth Fund I Class | Large Cap Growth Equities | 11 | 1.43% | — | — | TQSMX vs TBCIX | |
| T. Rowe Price All-Cap Opportunities Fund | Large Cap Growth Equities | 12 | 0.92% | — | Sep 1985 | TQSMX vs PRWAX | |
| T. Rowe Price Equity Index 500 Fund | Large Cap Blend Equities | 65 | 10.76% | — | Mar 1990 | TQSMX vs PREIX | |
| T. Rowe Price Large-Cap Growth Fund | Large Cap Growth Equities | 13 | 3.25% | — | Oct 2001 | TQSMX vs TRLGX | |
| T. Rowe Price Science And Technology Fund | Technology Equities | 54 | 25.39% | — | Sep 1987 | TQSMX vs PRSCX | |
| T. Rowe Price Retirement 2035 Fund | Target Retirement Date | 29 | 8.77% | — | Feb 2004 | TQSMX vs TRRJX |
Often Compared With TQSMX
Investors most often compare TQSMX with AVUVX, FHLC, FCNTX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare TQSMX with Any Fund or Stock
Compare TQSMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TQSMX with funds that move differently
T. Rowe Price Integrated US Small-Mid Cap Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TQSMX.
Explore TQSMX Diversifiers