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 71 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 | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | TRPIX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | TRPIX vs FLCOX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | — | Oct 2002 | TRPIX vs TILVX |
Best Risk-Adjusted Alternatives to TRPIX
TRPIX has a PortfoliosLab risk / return rank of 89. There are 102 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 98 | — | Oct 1993 | TRPIX vs FGIPX | |
| PIMCO RAE US Fund | 98 | — | Jun 2015 | TRPIX vs PKAIX | |
| Delaware Growth and Income Fund | 98 | — | Oct 1993 | TRPIX vs FGINX | |
| LSV Conservative Value Equity Fund | 97 | — | Mar 2007 | TRPIX vs LSVVX | |
| BlackRock Advantage Large Cap Value Fund | 97 | — | Dec 1999 | TRPIX vs MALVX |
Top Performing TRPIX Alternatives (YTD)
TRPIX is at 18.73% YTD. There are 53 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 30.28%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 30.28% | — | Jun 2015 | TRPIX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 29.09% | — | Nov 1935 | TRPIX vs LEXCX | |
| PIMCO RAE PLUS Fund | 25.37% | — | Jun 2005 | TRPIX vs PXTIX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 24.65% | — | Jun 2022 | TRPIX vs AVLVX | |
| AMG Yacktman Focused Fund | 24.36% | — | May 1997 | TRPIX vs YAFFX |
Lowest Volatility Alternatives to TRPIX
TRPIX has 11.21% 1-year volatility. There are 141 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 3.64%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 3.64% | — | Feb 2021 | TRPIX vs ACTIX | |
| Fidelity Advisor Large Cap Fund Class M | 7.26% | — | Feb 1996 | TRPIX vs FALGX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | TRPIX vs RIDAX | |
| American Century Equity Income Fund | 8.59% | 6.45B | Aug 1994 | TRPIX vs TWEIX | |
| American Century Equity Income Fund Class I | 8.61% | — | Jul 1998 | TRPIX vs ACIIX |
Lowest Drawdown Alternatives to TRPIX
TRPIX has a 1-year max drawdown of -7.04%. There are 123 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 Equity Income 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 | 8 | -3.32% | — | Jun 1993 | TRPIX vs TRBCX | |
| T. Rowe Price Capital Appreciation Fund | Diversified Portfolio | 43 | 5.93% | — | Jun 1986 | TRPIX vs PRWCX | |
| T. Rowe Price Dividend Growth Fund, Inc. | Large Cap Blend Equities, Dividend | 77 | 11.24% | — | Dec 1992 | TRPIX vs PRDGX | |
| T. Rowe Price U.S. Equity Research Fund | Large Cap Blend Equities | 56 | 9.19% | — | Nov 1994 | TRPIX vs PRCOX | |
| T. Rowe Price Blue Chip Growth Fund I Class | Large Cap Growth Equities | 8 | -3.25% | — | — | TRPIX vs TBCIX | |
| T. Rowe Price Equity Index 500 Fund | Large Cap Blend Equities | 62 | 9.23% | — | Mar 1990 | TRPIX vs PREIX | |
| T. Rowe Price All-Cap Opportunities Fund | Large Cap Growth Equities | 11 | -1.10% | — | Sep 1985 | TRPIX vs PRWAX | |
| T. Rowe Price Large-Cap Growth Fund | Large Cap Growth Equities | 11 | 0.26% | — | Oct 2001 | TRPIX vs TRLGX | |
| T. Rowe Price Science And Technology Fund | Technology Equities | 42 | 19.55% | — | Sep 1987 | TRPIX vs PRSCX | |
| T. Rowe Price Retirement 2035 Fund | Target Retirement Date | 34 | 8.47% | — | Feb 2004 | TRPIX vs TRRJX |
Often Compared With TRPIX
Investors most often compare TRPIX with FAIRX, VVIAX, NQCRX. These 18 comparison targets span 3 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