T. Rowe Price Integrated US Small-Mid Cap Equity Fund (TQSMX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to TQSMX
TQSMX charges 0.87% annually. Among mutual funds in the Small Cap Blend Equities category, these options have the lowest expense ratios among TQSMX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | Sep 8, 2011 | TQSMX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | Dec 17, 2010 | TQSMX vs VSCPX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | Jul 7, 1997 | TQSMX vs VSCIX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | May 19, 1997 | TQSMX vs SWSSX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | TQSMX vs VSMAX |
Best Risk-Adjusted Alternatives to TQSMX
Among mutual funds in the Small Cap Blend Equities 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 | |
|---|---|---|---|---|
| Auer Growth Fund | 92 | Dec 28, 2007 | TQSMX vs AUERX | |
| DFA International Small Company Portfolio | 89 | Sep 30, 1996 | TQSMX vs DFISX | |
| Royce Micro Cap Series Fund | 86 | Dec 31, 1991 | TQSMX vs RYOTX | |
| TETON Westwood SmallCap Equity Fund | 85 | Apr 15, 1997 | TQSMX vs WESCX | |
| Fidelity Series Small Cap Opportunities Fund | 81 | Mar 22, 2007 | TQSMX vs FSOPX |
Top Performing TQSMX Alternatives (YTD)
TQSMX alternatives from the Small Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Harbor Small Cap Value Fund | 11.47% | Dec 14, 2001 | TQSMX vs HASCX | |
| TETON Westwood SmallCap Equity Fund | 9.67% | Apr 15, 1997 | TQSMX vs WESCX | |
| Royce Micro Cap Series Fund | 9.23% | Dec 31, 1991 | TQSMX vs RYOTX | |
| River Oak Discovery Fund | 7.17% | Jun 30, 2005 | TQSMX vs RIVSX | |
| 1290 GAMCO Small/Mid Cap Value Fund | 6.91% | Nov 12, 2014 | TQSMX vs TNVIX |
Lowest Volatility Alternatives to TQSMX
TQSMX alternatives from the Small Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA International Small Company Portfolio | 15.63% | Sep 30, 1996 | TQSMX vs DFISX | |
| DWS Small Cap Core Fund | 17.61% | Jul 14, 2000 | TQSMX vs SSLCX | |
| Hennessy Cornerstone Growth Fund | 18.58% | Nov 1, 1996 | TQSMX vs HFCGX | |
| Boston Trust Small Cap Fund | 19.02% | — | TQSMX vs BOSOX | |
| Copeland SMID Cap Dividend Growth Fund | 19.41% | Feb 27, 2017 | TQSMX vs CSMDX |
Lowest Drawdown Alternatives to TQSMX
TQSMX alternatives from the Small Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DWS Small Cap Core Fund | -10.06% | Jul 14, 2000 | TQSMX vs SSLCX | |
| TETON Westwood Mighty Mites Fund | -11.39% | May 11, 1998 | TQSMX vs WEMMX | |
| Cambiar Small Cap Fund | -11.67% | Aug 31, 2004 | TQSMX vs CAMSX | |
| Virtus Small-Cap Fund | -11.76% | Jul 1, 2013 | TQSMX vs AZBIX | |
| Boston Trust Small Cap Fund | -11.89% | — | TQSMX vs BOSOX |
Other Mutual Funds from T. Rowe Price
Most popular T. Rowe Price mutual funds on PortfoliosLab, across asset classes.
Often Compared With TQSMX
What investors most often compare with TQSMX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity Contrafund Fund | Large Cap Growth Equities | 62 | -5.35% | May 17, 1967 | TQSMX vs FCNTX | |
| Fidelity MSCI Health Care Index ETF | Health & Biotech Equities | 22 | -4.22% | Oct 21, 2013 | TQSMX vs FHLC | |
| Fidelity MSCI Utilities Index ETF | Utilities Equities | 65 | 8.19% | Oct 21, 2013 | TQSMX vs FUTY | |
| Avantis U.S. Small Cap Value Fund | Small Cap Value Equities | 72 | 7.95% | Dec 4, 2019 | TQSMX vs AVUVX | |
| Fidelity Mega Cap Stock Fund | Large Cap Blend Equities | 84 | -2.11% | Dec 28, 1998 | TQSMX vs FGRTX |
Compare TQSMX with Any Fund or Stock
Compare TQSMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.