T. Rowe Price QM U.S. Value Equity Fund (TQVIX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with TQVIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TQVIX
TQVIX charges 0.53% annually. There are 56 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | TQVIX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | TQVIX vs VIVIX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | TQVIX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | TQVIX vs FLCOX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 254.20B | Nov 2000 | TQVIX vs VVIAX |
Best Risk-Adjusted Alternatives to TQVIX
TQVIX has a PortfoliosLab risk / return rank of 93. There are 52 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 98 | — | Oct 1993 | TQVIX vs FGIPX | |
| PIMCO RAE US Fund | 98 | — | Jun 2015 | TQVIX vs PKAIX | |
| Delaware Growth and Income Fund | 98 | — | Oct 1993 | TQVIX vs FGINX | |
| LSV Conservative Value Equity Fund | 97 | — | Mar 2007 | TQVIX vs LSVVX | |
| BlackRock Advantage Large Cap Value Fund | 97 | — | Dec 1999 | TQVIX vs MALVX |
Top Performing TQVIX Alternatives (YTD)
TQVIX is at 19.56% YTD. There are 44 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.28%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 30.28% | — | Jun 2015 | TQVIX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 29.09% | — | Nov 1935 | TQVIX vs LEXCX | |
| PIMCO RAE PLUS Fund | 25.37% | — | Jun 2005 | TQVIX vs PXTIX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.65% | — | Jun 2022 | TQVIX vs AVLVX | |
| AMG Yacktman Focused Fund | 24.36% | — | May 1997 | TQVIX vs YAFFX |
Lowest Volatility Alternatives to TQVIX
TQVIX has 11.34% 1-year volatility. There are 152 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 3.64%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 3.64% | — | Feb 2021 | TQVIX vs ACTIX | |
| Fidelity Advisor Large Cap Fund Class M | 7.26% | — | Feb 1996 | TQVIX vs FALGX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | TQVIX vs RIDAX | |
| American Century Equity Income Fund | 8.59% | 6.45B | Aug 1994 | TQVIX vs TWEIX | |
| American Century Equity Income Fund Class I | 8.61% | — | Jul 1998 | TQVIX vs ACIIX |
Lowest Drawdown Alternatives to TQVIX
TQVIX has a 1-year max drawdown of -7.26%. There are 154 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | TQVIX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | TQVIX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | TQVIX vs BUFBX | |
| Torray Equity Income Fund | -4.50% | — | Dec 1990 | TQVIX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | TQVIX vs SVAIX |
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 | 8 | -3.32% | — | Jun 1993 | TQVIX vs TRBCX | |
| T. Rowe Price Capital Appreciation Fund | Diversified Portfolio | 43 | 5.93% | — | Jun 1986 | TQVIX vs PRWCX | |
| T. Rowe Price Dividend Growth Fund, Inc. | Large Cap Blend Equities, Dividend | 77 | 11.24% | — | Dec 1992 | TQVIX vs PRDGX | |
| T. Rowe Price Blue Chip Growth Fund I Class | Large Cap Growth Equities | 8 | -3.25% | — | — | TQVIX vs TBCIX | |
| T. Rowe Price U.S. Equity Research Fund | Large Cap Blend Equities | 56 | 9.19% | — | Nov 1994 | TQVIX vs PRCOX | |
| T. Rowe Price Equity Index 500 Fund | Large Cap Blend Equities | 62 | 9.23% | — | Mar 1990 | TQVIX vs PREIX | |
| T. Rowe Price All-Cap Opportunities Fund | Large Cap Growth Equities | 11 | -1.10% | — | Sep 1985 | TQVIX vs PRWAX | |
| T. Rowe Price Large-Cap Growth Fund | Large Cap Growth Equities | 11 | 0.26% | — | Oct 2001 | TQVIX vs TRLGX | |
| T. Rowe Price Science And Technology Fund | Technology Equities | 42 | 19.55% | — | Sep 1987 | TQVIX vs PRSCX | |
| T. Rowe Price Retirement 2035 Fund | Target Retirement Date | 34 | 8.47% | — | Feb 2004 | TQVIX vs TRRJX |
Often Compared With TQVIX
Investors most often compare TQVIX with THPGX, NEIMX, DQIRX. These 17 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare TQVIX with Any Fund or Stock
Compare TQVIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TQVIX with funds that move differently
T. Rowe Price QM U.S. Value Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TQVIX.
Explore TQVIX Diversifiers