T. Rowe Price Mid-Cap Index Fund (TRMSX) belongs to the Mid Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with TRMSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TRMSX
TRMSX charges 0.14% annually. There are 5 mutual funds in the Mid Cap Growth Equities category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | — | Aug 2015 | TRMSX vs SSMHX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | TRMSX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | TRMSX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 33.80B | Sep 2011 | TRMSX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | TRMSX vs VMFGX |
Best Risk-Adjusted Alternatives to TRMSX
TRMSX has a PortfoliosLab risk / return rank of 35. There are 25 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 87.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Capital Opportunity Fund Investor Shares | 87 | 31.20B | Aug 1995 | TRMSX vs VHCOX | |
| Timothy Plan Aggressive Growth Fund | 82 | — | Oct 2000 | TRMSX vs TAAGX | |
| Needham Growth Fund Institutional Class | 82 | — | Dec 2016 | TRMSX vs NEEIX | |
| Needham Growth Fund | 81 | — | Jan 1996 | TRMSX vs NEEGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 79 | — | Nov 2004 | TRMSX vs POAGX |
Top Performing TRMSX Alternatives (YTD)
TRMSX is at 12.36% YTD. There are 51 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 48.25%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 48.25% | — | Dec 2016 | TRMSX vs NEEIX | |
| Needham Growth Fund | 47.95% | — | Jan 1996 | TRMSX vs NEEGX | |
| Kinetics Spin-Off and Corporate Restructuring Fund | 33.53% | — | May 2007 | TRMSX vs LSHAX | |
| Timothy Plan Aggressive Growth Fund | 31.98% | — | Oct 2000 | TRMSX vs TAAGX | |
| PrimeCap Odyssey Aggressive Growth Fund | 24.87% | — | Nov 2004 | TRMSX vs POAGX |
Lowest Volatility Alternatives to TRMSX
TRMSX has 17.64% 1-year volatility. There are 67 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 10.72%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Mid Cap Fund | 10.72% | — | May 2021 | TRMSX vs BBMIX | |
| Villere Equity Fund | 11.10% | — | May 2013 | TRMSX vs VLEQX | |
| Bright Rock Mid Cap Growth Fund | 12.30% | — | May 2010 | TRMSX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.70% | — | Dec 1996 | TRMSX vs VSNGX | |
| Value Line Mid Cap Focused Fund | 13.50% | — | Mar 1950 | TRMSX vs VLIFX |
Lowest Drawdown Alternatives to TRMSX
TRMSX has a 1-year max drawdown of -9.51%. There are 7 mutual funds in the Mid Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Munder Mid-Cap Core Growth Fund | -7.81% | — | Jun 1998 | TRMSX vs MGOYX | |
| Villere Equity Fund | -7.85% | — | May 2013 | TRMSX vs VLEQX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | TRMSX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.89% | — | May 2021 | TRMSX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | TRMSX vs SECUX |
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 | TRMSX vs TRBCX | |
| T. Rowe Price Capital Appreciation Fund | Diversified Portfolio | 54 | 7.50% | — | Jun 1986 | TRMSX vs PRWCX | |
| T. Rowe Price Dividend Growth Fund, Inc. | Large Cap Blend Equities, Dividend | 61 | 10.60% | — | Dec 1992 | TRMSX vs PRDGX | |
| T. Rowe Price U.S. Equity Research Fund | Large Cap Blend Equities | 61 | 11.44% | — | Nov 1994 | TRMSX vs PRCOX | |
| T. Rowe Price Blue Chip Growth Fund I Class | Large Cap Growth Equities | 12 | 1.57% | — | — | TRMSX vs TBCIX | |
| T. Rowe Price All-Cap Opportunities Fund | Large Cap Growth Equities | 12 | 1.24% | — | Sep 1985 | TRMSX vs PRWAX | |
| T. Rowe Price Equity Index 500 Fund | Large Cap Blend Equities | 64 | 11.23% | — | Mar 1990 | TRMSX vs PREIX | |
| T. Rowe Price Large-Cap Growth Fund | Large Cap Growth Equities | 13 | 3.52% | — | Oct 2001 | TRMSX vs TRLGX | |
| T. Rowe Price Science And Technology Fund | Technology Equities | 56 | 26.30% | — | Sep 1987 | TRMSX vs PRSCX | |
| T. Rowe Price Retirement 2035 Fund | Target Retirement Date | 28 | 9.15% | — | Feb 2004 | TRMSX vs TRRJX |
Often Compared With TRMSX
Investors most often compare TRMSX with TRMCX, RPMGX, SWMCX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare TRMSX with Any Fund or Stock
Compare TRMSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TRMSX with funds that move differently
T. Rowe Price Mid-Cap Index Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TRMSX.
Explore TRMSX Diversifiers