T. Rowe Price Mid-Cap Index Fund (TRMSX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to TRMSX
TRMSX charges 0.14% annually. Among mutual funds in the Mid Cap Growth Equities category, these options have the lowest expense ratios among TRMSX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | Aug 11, 2015 | TRMSX vs SSMHX | |
| Fidelity Extended Market Index Fund | 0.04% | — | TRMSX vs FSMAX | |
| Morgan Stanley Discovery Portfolio | 0.04% | Apr 30, 2017 | TRMSX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | Jul 11, 2019 | TRMSX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | TRMSX vs VMGMX |
Best Risk-Adjusted Alternatives to TRMSX
Among mutual funds in the Mid Cap Growth 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 | |
|---|---|---|---|---|
| Timothy Plan Aggressive Growth Fund | 90 | Oct 5, 2000 | TRMSX vs TAAGX | |
| Needham Growth Fund | 79 | Jan 2, 1996 | TRMSX vs NEEGX | |
| Tanaka Growth Fund | 74 | Dec 30, 1998 | TRMSX vs TGFRX | |
| Calamos Timpani SMID Growth Fund | 73 | Jul 31, 2019 | TRMSX vs CTIGX | |
| Baron Focused Growth Fund Institutional Shares | 71 | May 29, 2009 | TRMSX vs BFGIX |
Top Performing TRMSX Alternatives (YTD)
TRMSX alternatives from the Mid Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Spin-Off and Corporate Restructuring Fund | 50.22% | May 4, 2007 | TRMSX vs LSHAX | |
| Kinetics Paradigm Fund | 36.66% | Dec 31, 1999 | TRMSX vs WWNPX | |
| Kinetics Market Opportunities Fund No Load Class | 20.82% | Jan 31, 2006 | TRMSX vs KMKNX | |
| Kinetics Market Opportunities Fund | 20.74% | Jan 31, 2006 | TRMSX vs KMKAX | |
| Needham Growth Fund | 10.46% | Jan 2, 1996 | TRMSX vs NEEGX |
Lowest Volatility Alternatives to TRMSX
TRMSX alternatives from the Mid Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Royce International Premier Fund Institutional Cla... | 13.61% | — | TRMSX vs RIPIX | |
| Bright Rock Mid Cap Growth Fund | 15.91% | May 26, 2010 | TRMSX vs BQMGX | |
| Villere Equity Fund | 16.28% | May 31, 2013 | TRMSX vs VLEQX | |
| Value Line Mid Cap Focused Fund | 16.90% | Mar 1, 1950 | TRMSX vs VLIFX | |
| JPMorgan Mid Cap Equity Fund | 17.58% | Dec 31, 1996 | TRMSX vs VSNGX |
Lowest Drawdown Alternatives to TRMSX
TRMSX alternatives from the Mid Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Baron Asset Fund Institutional Class | -11.12% | May 29, 2009 | TRMSX vs BARIX | |
| Baron Asset Fund | -11.12% | Jun 12, 1987 | TRMSX vs BARAX | |
| Virtus KAR Small-Cap Core Fund | -11.21% | Oct 18, 1996 | TRMSX vs PKSFX | |
| FAM Value Fund | -11.38% | Jan 2, 1987 | TRMSX vs FAMVX | |
| Villere Equity Fund | -11.43% | May 31, 2013 | TRMSX vs VLEQX |
Other Mutual Funds from T. Rowe Price
Most popular T. Rowe Price mutual funds on PortfoliosLab, across asset classes.
Often Compared With TRMSX
What investors most often compare with TRMSX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| T. Rowe Price Mid-Cap Value Fund | Mid Cap Value Equities | 35 | 0.81% | Jun 28, 1996 | TRMSX vs TRMCX | |
| Schwab U.S. Mid-Cap Index Fund | Mid Cap Blend Equities | 34 | -1.32% | Dec 20, 2017 | TRMSX vs SWMCX | |
| T. Rowe Price Mid-Cap Growth Fund | Mid Cap Growth Equities | 25 | -6.67% | Jun 30, 1992 | TRMSX vs RPMGX | |
| Fidelity Mid Cap Index Fund | Mid Cap Blend Equities | 34 | -1.30% | Sep 8, 2011 | TRMSX vs FSMDX | |
| Congress Mid Cap Growth Fund | Mid Cap Growth Equities | 9 | -2.83% | Oct 31, 2012 | TRMSX vs IMIDX |
Compare TRMSX with Any Fund or Stock
Compare TRMSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.