T. Rowe Price Large Cap Value Fund Investor Class (TRLUX) 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 TRLUX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TRLUX
TRLUX charges 0.70% annually. There are 117 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 | TRLUX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | TRLUX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | TRLUX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | — | Jul 1998 | TRLUX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | TRLUX vs VVIAX |
Best Risk-Adjusted Alternatives to TRLUX
TRLUX has a PortfoliosLab risk / return rank of 86. There are 60 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | TRLUX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | TRLUX vs FGINX | |
| Al Frank Fund | 96 | — | May 2006 | TRLUX vs VALAX | |
| SA U.S. Value Fund | 95 | — | Aug 1999 | TRLUX vs SABTX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 95 | — | Jun 2022 | TRLUX vs AVLVX |
Top Performing TRLUX Alternatives (YTD)
TRLUX is at 17.30% YTD. There are 31 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 25.18%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Al Frank Fund | 25.18% | — | May 2006 | TRLUX vs VALAX | |
| AMG Yacktman Focused Fund | 23.48% | — | May 1997 | TRLUX vs YAFFX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.32% | — | Jun 2022 | TRLUX vs AVLVX | |
| PIMCO RAE US Fund | 21.63% | — | Jun 2015 | TRLUX vs PKAIX | |
| Neuberger Berman Large Cap Value Fund | 20.12% | — | Jan 1975 | TRLUX vs NPRTX |
Lowest Volatility Alternatives to TRLUX
TRLUX has 11.19% 1-year volatility. There are 146 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.41%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.41% | — | Sep 2017 | TRLUX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.65% | — | Feb 2021 | TRLUX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.38% | — | Dec 1973 | TRLUX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.81% | — | Feb 1996 | TRLUX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.36% | — | Dec 2007 | TRLUX vs TMMAX |
Lowest Drawdown Alternatives to TRLUX
TRLUX has a 1-year max drawdown of -7.02%. There are 120 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 | TRLUX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | TRLUX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | TRLUX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | TRLUX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | TRLUX 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 | 12 | 0.19% | — | Jun 1993 | TRLUX vs TRBCX | |
| T. Rowe Price Capital Appreciation Fund | Diversified Portfolio | 39 | 4.53% | — | Jun 1986 | TRLUX vs PRWCX | |
| T. Rowe Price Dividend Growth Fund, Inc. | Large Cap Blend Equities, Dividend | 52 | 8.54% | — | Dec 1992 | TRLUX vs PRDGX | |
| T. Rowe Price All-Cap Opportunities Fund | Large Cap Growth Equities | 13 | 0.15% | — | Sep 1985 | TRLUX vs PRWAX | |
| T. Rowe Price U.S. Equity Research Fund | Large Cap Blend Equities | 64 | 10.53% | — | Nov 1994 | TRLUX vs PRCOX | |
| T. Rowe Price Blue Chip Growth Fund I Class | Large Cap Growth Equities | 13 | 0.26% | — | — | TRLUX vs TBCIX | |
| T. Rowe Price Equity Index 500 Fund | Large Cap Blend Equities | 64 | 9.68% | — | Mar 1990 | TRLUX vs PREIX | |
| T. Rowe Price Large-Cap Growth Fund | Large Cap Growth Equities | 11 | -0.26% | — | Oct 2001 | TRLUX vs TRLGX | |
| T. Rowe Price Science And Technology Fund | Technology Equities | 89 | 44.94% | — | Sep 1987 | TRLUX vs PRSCX | |
| T. Rowe Price Retirement 2035 Fund | Target Retirement Date | 31 | 8.90% | — | Feb 2004 | TRLUX vs TRRJX |
Often Compared With TRLUX
Investors most often compare TRLUX with DFFVX, TRGOX, ACIIX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare TRLUX with Any Fund or Stock
Compare TRLUX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TRLUX with funds that move differently
T. Rowe Price Large Cap Value Fund Investor Class alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TRLUX.
Explore TRLUX Diversifiers