T. Rowe Price Large Cap Value Fund Investor Class (TRLUX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to TRLUX
TRLUX charges 0.70% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among TRLUX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | TRLUX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | TRLUX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | TRLUX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | TRLUX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | TRLUX vs TILVX |
Best Risk-Adjusted Alternatives to TRLUX
Among mutual funds in the Large Cap Value 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 | |
|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 92 | Mar 2, 2016 | TRLUX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | TRLUX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | TRLUX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | TRLUX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | TRLUX vs VALAX |
Top Performing TRLUX Alternatives (YTD)
TRLUX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | TRLUX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | TRLUX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | TRLUX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | TRLUX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | TRLUX vs HFCVX |
Lowest Volatility Alternatives to TRLUX
TRLUX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.68% | Feb 1, 2021 | TRLUX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | TRLUX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | TRLUX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | TRLUX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | TRLUX vs ACIIX |
Lowest Drawdown Alternatives to TRLUX
TRLUX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | TRLUX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | TRLUX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | TRLUX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | TRLUX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | TRLUX vs PSECX |
Other Mutual Funds from T. Rowe Price
Most popular T. Rowe Price mutual funds on PortfoliosLab, across asset classes.
Often Compared With TRLUX
What investors most often compare with TRLUX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| DFA U.S. Targeted Value Portfolio | Small Cap Value Equities | 54 | 3.27% | Feb 23, 2000 | TRLUX vs DFFVX |
Compare TRLUX with Any Fund or Stock
Compare TRLUX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.