T. Rowe Price Value Fund Class I (TRPIX) 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 TRPIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TRPIX
TRPIX charges 0.57% annually. There are 70 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 | TRPIX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | TRPIX vs VIVIX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | TRPIX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | TRPIX vs SWLVX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | TRPIX vs VVIAX |
Best Risk-Adjusted Alternatives to TRPIX
TRPIX has a PortfoliosLab risk / return rank of 81. There are 120 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 | TRPIX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | TRPIX vs FGINX | |
| Integrity Dividend Harvest Fund | 96 | — | May 2012 | TRPIX vs IDIVX | |
| BlackRock Advantage Large Cap Value Fund | 95 | — | Dec 1999 | TRPIX vs MALVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 95 | — | Jun 2022 | TRPIX vs AVLVX |
Top Performing TRPIX Alternatives (YTD)
TRPIX is at 16.15% YTD. There are 65 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 24.85%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 24.85% | — | Jun 2015 | TRPIX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 23.42% | — | Nov 1935 | TRPIX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.26% | — | Jun 2022 | TRPIX vs AVLVX | |
| Al Frank Fund | 22.41% | — | May 2006 | TRPIX vs VALAX | |
| AMG Yacktman Focused Fund | 21.86% | — | May 1997 | TRPIX vs YAFFX |
Lowest Volatility Alternatives to TRPIX
TRPIX has 11.10% 1-year volatility. There are 143 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.33% | — | Sep 2017 | TRPIX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.63% | — | Feb 2021 | TRPIX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | TRPIX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.50% | — | Feb 1996 | TRPIX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.50% | — | Dec 2007 | TRPIX vs TMMAX |
Lowest Drawdown Alternatives to TRPIX
TRPIX has a 1-year max drawdown of -7.04%. There are 126 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 | TRPIX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | TRPIX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | TRPIX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | TRPIX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | TRPIX 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 | 10 | 0.74% | — | Jun 1993 | TRPIX vs TRBCX | |
| T. Rowe Price Capital Appreciation Fund | Diversified Portfolio | 51 | 7.27% | — | Jun 1986 | TRPIX vs PRWCX | |
| T. Rowe Price Dividend Growth Fund, Inc. | Large Cap Blend Equities, Dividend | 62 | 10.28% | — | Dec 1992 | TRPIX vs PRDGX | |
| T. Rowe Price U.S. Equity Research Fund | Large Cap Blend Equities | 60 | 10.99% | — | Nov 1994 | TRPIX vs PRCOX | |
| T. Rowe Price Blue Chip Growth Fund I Class | Large Cap Growth Equities | 11 | 0.81% | — | — | TRPIX vs TBCIX | |
| T. Rowe Price All-Cap Opportunities Fund | Large Cap Growth Equities | 12 | 0.80% | — | Sep 1985 | TRPIX vs PRWAX | |
| T. Rowe Price Equity Index 500 Fund | Large Cap Blend Equities | 64 | 10.75% | — | Mar 1990 | TRPIX vs PREIX | |
| T. Rowe Price Large-Cap Growth Fund | Large Cap Growth Equities | 12 | 3.13% | — | Oct 2001 | TRPIX vs TRLGX | |
| T. Rowe Price Science And Technology Fund | Technology Equities | 55 | 26.04% | — | Sep 1987 | TRPIX vs PRSCX | |
| T. Rowe Price Retirement 2035 Fund | Target Retirement Date | 28 | 8.90% | — | Feb 2004 | TRPIX vs TRRJX |
Often Compared With TRPIX
Investors most often compare TRPIX with FAIRX, ACIIX, TWEIX. These 16 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare TRPIX with Any Fund or Stock
Compare TRPIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TRPIX with funds that move differently
T. Rowe Price Value Fund Class I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TRPIX.
Explore TRPIX Diversifiers