T. Rowe Price Capital Appreciation Fund - I Class (TRAIX) Alternatives
T. Rowe Price Capital Appreciation Fund - I Class (TRAIX) 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 TRAIX. 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 TRAIX
TRAIX charges 0.59% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among TRAIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | TRAIX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | TRAIX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | TRAIX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | TRAIX vs BWBIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | TRAIX vs FYMIX |
Best Risk-Adjusted Alternatives to TRAIX
Among mutual funds in the Diversified Portfolio 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 | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | TRAIX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | TRAIX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | TRAIX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | TRAIX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | TRAIX vs PMAIX |
Top Performing TRAIX Alternatives (YTD)
TRAIX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | TRAIX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | TRAIX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | TRAIX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | TRAIX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | TRAIX vs CONWX |
Lowest Volatility Alternatives to TRAIX
TRAIX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | TRAIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | TRAIX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | TRAIX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | TRAIX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | TRAIX vs SICIX |
Lowest Drawdown Alternatives to TRAIX
TRAIX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | TRAIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | TRAIX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | TRAIX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | TRAIX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | TRAIX vs SICIX |
Other Mutual Funds from T. Rowe Price
Most popular T. Rowe Price mutual funds on PortfoliosLab, across asset classes.
Often Compared With TRAIX
What investors most often compare with TRAIX, based on PortfoliosLab usage data.
Compare TRAIX with Any Fund or Stock
Compare TRAIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.