T. Rowe Price Institutional Small Cap Stock Fund (TRSSX) belongs to the Small 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 TRSSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TRSSX
TRSSX charges 0.66% annually. There are 13 mutual funds in the Small Cap Growth Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | — | Jul 2019 | TRSSX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 45.50B | May 2000 | TRSSX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 45.50B | Sep 2011 | TRSSX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | TRSSX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | TRSSX vs VISGX |
Best Risk-Adjusted Alternatives to TRSSX
TRSSX has a PortfoliosLab risk / return rank of 42. There are 83 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 90 | — | Dec 2016 | TRSSX vs NESIX | |
| Needham Small Cap Growth Fund | 90 | — | May 2002 | TRSSX vs NESGX | |
| Dana Epiphany ESG Small Cap Equity Fund | 89 | — | Nov 2015 | TRSSX vs DSCIX | |
| Driehaus Micro Cap Growth Fund | 88 | — | Nov 2013 | TRSSX vs DMCRX | |
| Oberweis Micro Cap Fund | 86 | — | Dec 1995 | TRSSX vs OBMCX |
Top Performing TRSSX Alternatives (YTD)
TRSSX is at 16.16% YTD. There are 94 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 67.14%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 67.14% | — | Dec 2016 | TRSSX vs NESIX | |
| Needham Small Cap Growth Fund | 66.59% | — | May 2002 | TRSSX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 47.40% | — | Dec 2016 | TRSSX vs NEAIX | |
| Needham Aggressive Growth Fund | 47.11% | — | Sep 2001 | TRSSX vs NEAGX | |
| Oberweis Micro Cap Fund | 44.55% | — | Dec 1995 | TRSSX vs OBMCX |
Lowest Volatility Alternatives to TRSSX
TRSSX has 18.68% 1-year volatility. There are 38 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.62%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric 2500 Fund | 14.62% | — | Nov 1995 | TRSSX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.34% | — | Jul 2011 | TRSSX vs CMCIX | |
| Eaton Vance Small-Cap Fund | 16.28% | — | Jan 1997 | TRSSX vs ETEGX | |
| Neuberger Berman Genesis Fund | 16.31% | — | Sep 1988 | TRSSX vs NBGNX | |
| Neuberger Berman Genesis Fund Institutional Class | 16.32% | — | Jul 1999 | TRSSX vs NBGIX |
Lowest Drawdown Alternatives to TRSSX
TRSSX has a 1-year max drawdown of -10.73%. There are 19 mutual funds in the Small Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.08%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | -7.08% | — | Nov 2015 | TRSSX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | TRSSX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | TRSSX vs WMKSX | |
| Empiric 2500 Fund | -8.60% | — | Nov 1995 | TRSSX vs EMCAX | |
| Ranger Micro Cap Fund | -9.11% | — | Jun 2018 | TRSSX vs RFIMX |
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 | 1.36% | — | Jun 1993 | TRSSX vs TRBCX | |
| T. Rowe Price Capital Appreciation Fund | Diversified Portfolio | 53 | 7.13% | — | Jun 1986 | TRSSX vs PRWCX | |
| T. Rowe Price Dividend Growth Fund, Inc. | Large Cap Blend Equities, Dividend | 62 | 10.16% | — | Dec 1992 | TRSSX vs PRDGX | |
| T. Rowe Price U.S. Equity Research Fund | Large Cap Blend Equities | 62 | 11.04% | — | Nov 1994 | TRSSX vs PRCOX | |
| T. Rowe Price Blue Chip Growth Fund I Class | Large Cap Growth Equities | 11 | 1.43% | — | — | TRSSX vs TBCIX | |
| T. Rowe Price All-Cap Opportunities Fund | Large Cap Growth Equities | 12 | 0.92% | — | Sep 1985 | TRSSX vs PRWAX | |
| T. Rowe Price Equity Index 500 Fund | Large Cap Blend Equities | 65 | 10.76% | — | Mar 1990 | TRSSX vs PREIX | |
| T. Rowe Price Large-Cap Growth Fund | Large Cap Growth Equities | 13 | 3.25% | — | Oct 2001 | TRSSX vs TRLGX | |
| T. Rowe Price Science And Technology Fund | Technology Equities | 54 | 25.39% | — | Sep 1987 | TRSSX vs PRSCX | |
| T. Rowe Price Retirement 2035 Fund | Target Retirement Date | 29 | 8.77% | — | Feb 2004 | TRSSX vs TRRJX |
Often Compared With TRSSX
Investors most often compare TRSSX with VFFSX, SPY, VOO. These 20 comparison targets span 14 categories, based on PortfoliosLab usage data.
Compare TRSSX with Any Fund or Stock
Compare TRSSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TRSSX with funds that move differently
T. Rowe Price Institutional Small Cap Stock Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TRSSX.
Explore TRSSX Diversifiers