T. Rowe Price Institutional Small Cap Stock Fund (TRSSX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to TRSSX
TRSSX charges 0.66% annually. Among mutual funds in the Small Cap Growth Equities category, these options have the lowest expense ratios among TRSSX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | Jul 11, 2019 | TRSSX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | May 24, 2000 | TRSSX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | Sep 27, 2011 | TRSSX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | May 25, 2011 | TRSSX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | May 21, 1998 | TRSSX vs VISGX |
Best Risk-Adjusted Alternatives to TRSSX
Among mutual funds in the Small 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 | |
|---|---|---|---|---|
| Needham Aggressive Growth Fund Institutional Class | 91 | Dec 30, 2016 | TRSSX vs NEAIX | |
| Needham Aggressive Growth Fund | 90 | Sep 4, 2001 | TRSSX vs NEAGX | |
| Driehaus Micro Cap Growth Fund | 86 | Nov 18, 2013 | TRSSX vs DMCRX | |
| Oberweis Micro Cap Fund | 86 | Dec 29, 1995 | TRSSX vs OBMCX | |
| Hood River Small-Cap Growth Fund | 83 | Jan 2, 2003 | TRSSX vs HRSMX |
Top Performing TRSSX Alternatives (YTD)
TRSSX alternatives from the Small Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Small Cap Opportunities Fund | 29.72% | Mar 20, 2000 | TRSSX vs KSCOX | |
| Kinetics Small Capital Opportunities Advisor Fund ... | 29.65% | Dec 31, 2001 | TRSSX vs KSOAX | |
| Needham Small Cap Growth Fund Institutional | 9.63% | Dec 30, 2016 | TRSSX vs NESIX | |
| Needham Small Cap Growth Fund | 9.51% | May 22, 2002 | TRSSX vs NESGX | |
| Oberweis Micro Cap Fund | 8.96% | Dec 29, 1995 | TRSSX vs OBMCX |
Lowest Volatility Alternatives to TRSSX
TRSSX alternatives from the Small Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Empiric 2500 Fund | 17.35% | Nov 6, 1995 | TRSSX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 19.19% | Jul 29, 2011 | TRSSX vs CMCIX | |
| Value Line Small Cap Opportunities Fund | 19.58% | Jun 23, 1993 | TRSSX vs VLEOX | |
| Virtus KAR Small-Cap Value Fund | 19.65% | Jun 28, 2006 | TRSSX vs PXQSX | |
| Eaton Vance Small-Cap Fund | 19.66% | Jan 2, 1997 | TRSSX vs ETEGX |
Lowest Drawdown Alternatives to TRSSX
TRSSX alternatives from the Small Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Empiric 2500 Fund | -10.15% | Nov 6, 1995 | TRSSX vs EMCAX | |
| Value Line Small Cap Opportunities Fund | -10.86% | Jun 23, 1993 | TRSSX vs VLEOX | |
| Ranger Micro Cap Fund | -11.77% | Jun 6, 2018 | TRSSX vs RFIMX | |
| Saratoga Small Capitalization Portfolio | -11.83% | Sep 1, 1994 | TRSSX vs SSCPX | |
| Calamos Timpani Small Cap Growth Fund | -12.38% | Mar 23, 2011 | TRSSX vs CTSIX |
Other Mutual Funds from T. Rowe Price
Most popular T. Rowe Price mutual funds on PortfoliosLab, across asset classes.
Often Compared With TRSSX
What investors most often compare with TRSSX, 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.