T. Rowe Price Mid-Cap Value Fund Class I (TRMIX) belongs to the Mid 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 TRMIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TRMIX
TRMIX charges 0.71% annually. There are 22 mutual funds in the Mid Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | — | Jul 2019 | TRMIX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | 36.60B | Sep 2011 | TRMIX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | — | Nov 2010 | TRMIX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | — | Jul 2011 | TRMIX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | — | Aug 2006 | TRMIX vs VMVIX |
Best Risk-Adjusted Alternatives to TRMIX
TRMIX has a PortfoliosLab risk / return rank of 70. There are 36 mutual funds in the Mid Cap Value Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Harbor Mid Cap Value Fund | 90 | — | Mar 2002 | TRMIX vs HAMVX | |
| Columbia Select Mid Cap Value Fund | 88 | — | Nov 2001 | TRMIX vs NAMAX | |
| PGIM Quant Solutions Mid-Cap Value Fund | 86 | — | Aug 1998 | TRMIX vs NCBVX | |
| Delaware Opportunity Fund | 85 | — | Aug 1992 | TRMIX vs FIUSX | |
| Virtus Ceredex Mid-Cap Value Equity Fund | 85 | — | Nov 2001 | TRMIX vs SMVTX |
Top Performing TRMIX Alternatives (YTD)
TRMIX is at 19.58% YTD. There are 28 mutual funds in the Mid Cap Value Equities category with higher YTD returns, going as high as 26.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Value Strategies Fund | 26.44% | — | Dec 1983 | TRMIX vs FSLSX | |
| Fidelity Advisor Value Strategies Fund Class I | 26.40% | — | Jul 1995 | TRMIX vs FASOX | |
| Fidelity Advisor Value Strategies Fund Class A | 26.23% | — | Sep 1996 | TRMIX vs FSOAX | |
| Fidelity Advisor Value Strategies Fund Class M | 26.06% | — | Aug 1986 | TRMIX vs FASPX | |
| Fidelity Advisor Value Strategies Fund Class C | 25.73% | — | Aug 2001 | TRMIX vs FVCSX |
Lowest Volatility Alternatives to TRMIX
TRMIX has 14.58% 1-year volatility. There are 58 mutual funds in the Mid Cap Value Equities category with lower 1-year volatility, going as low as 11.53%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 11.53% | 36.60B | Sep 2011 | TRMIX vs VMVAX | |
| Vanguard Mid-Cap Value Index Fund | 11.54% | — | Aug 2006 | TRMIX vs VMVIX | |
| American Century Mid Cap Value Fund | 11.85% | 5.65B | Mar 2004 | TRMIX vs ACMVX | |
| Principal MidCap Value Fund I | 11.87% | — | Dec 2003 | TRMIX vs PVMIX | |
| American Century Mid Cap Value Fund A Class | 11.87% | — | Mar 2004 | TRMIX vs ACLAX |
Lowest Drawdown Alternatives to TRMIX
TRMIX has a 1-year max drawdown of -9.39%. There are 56 mutual funds in the Mid Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -6.31%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM Quant Solutions Mid-Cap Value Fund | -6.31% | — | Aug 1998 | TRMIX vs NCBVX | |
| Glenmede Quantitative U.S. Total Market Equity Por... | -6.51% | — | Dec 2006 | TRMIX vs GTTMX | |
| Delaware Opportunity Fund | -6.75% | — | Aug 1992 | TRMIX vs FIUSX | |
| Harbor Mid Cap Value Fund | -6.84% | — | Mar 2002 | TRMIX vs HAMVX | |
| Frank Value Fund | -6.95% | — | Jul 2004 | TRMIX vs FRNKX |
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 | 11 | 1.49% | — | Jun 1993 | TRMIX vs TRBCX | |
| T. Rowe Price Capital Appreciation Fund | Diversified Portfolio | 54 | 7.50% | — | Jun 1986 | TRMIX vs PRWCX | |
| T. Rowe Price Dividend Growth Fund, Inc. | Large Cap Blend Equities, Dividend | 61 | 10.60% | — | Dec 1992 | TRMIX vs PRDGX | |
| T. Rowe Price U.S. Equity Research Fund | Large Cap Blend Equities | 61 | 11.44% | — | Nov 1994 | TRMIX vs PRCOX | |
| T. Rowe Price Blue Chip Growth Fund I Class | Large Cap Growth Equities | 12 | 1.57% | — | — | TRMIX vs TBCIX | |
| T. Rowe Price All-Cap Opportunities Fund | Large Cap Growth Equities | 12 | 1.24% | — | Sep 1985 | TRMIX vs PRWAX | |
| T. Rowe Price Equity Index 500 Fund | Large Cap Blend Equities | 64 | 11.23% | — | Mar 1990 | TRMIX vs PREIX | |
| T. Rowe Price Large-Cap Growth Fund | Large Cap Growth Equities | 13 | 3.52% | — | Oct 2001 | TRMIX vs TRLGX | |
| T. Rowe Price Science And Technology Fund | Technology Equities | 56 | 26.30% | — | Sep 1987 | TRMIX vs PRSCX | |
| T. Rowe Price Retirement 2035 Fund | Target Retirement Date | 28 | 9.15% | — | Feb 2004 | TRMIX vs TRRJX |
Often Compared With TRMIX
Investors most often compare TRMIX with ARFFX, RSVAX, NMAVX. These 9 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Ariel Focus Fund | Mid Cap Value Equities | 74 | 10.98% | — | Jun 2005 | TRMIX vs ARFFX | |
| Victory RS Value Fund | Mid Cap Value Equities | 17 | 7.71% | — | Jun 1993 | TRMIX vs RSVAX | |
| Nuance Mid Cap Value Fund | Mid Cap Value Equities | 23 | 11.45% | — | Dec 2013 | TRMIX vs NMAVX | |
| Nuveen Multi Cap Value Fund | Mid Cap Value Equities | 81 | 15.60% | — | Nov 1997 | TRMIX vs NQVRX | |
| Invesco Value Opportunities Fund Class Y | Mid Cap Value Equities | 81 | 20.21% | — | Mar 2005 | TRMIX vs VVOIX | |
| Invesco Value Opportunities Fund | Mid Cap Value Equities | 80 | 20.03% | — | Jun 2001 | TRMIX vs VVOAX | |
| Invesco V.I. American Value Fund | Mid Cap Value Equities | 81 | 20.44% | — | Jan 1997 | TRMIX vs UMCVX | |
| Fidelity 500 Index Fund | S&P 500 | 63 | 11.06% | — | Feb 1988 | TRMIX vs FXAIX | |
| Fidelity Mid Cap Value K6 Fund | Mid Cap Value Equities | 83 | 24.89% | — | May 2017 | TRMIX vs FCMVX |
Compare TRMIX with Any Fund or Stock
Compare TRMIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TRMIX with funds that move differently
T. Rowe Price Mid-Cap Value Fund Class I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TRMIX.
Explore TRMIX Diversifiers