T. Rowe Price Value Fund (TRVLX) 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 TRVLX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TRVLX
TRVLX charges 0.65% annually. There are 91 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 | TRVLX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | TRVLX vs VIVIX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | TRVLX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | TRVLX vs SWLVX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | TRVLX vs VVIAX |
Best Risk-Adjusted Alternatives to TRVLX
TRVLX has a PortfoliosLab risk / return rank of 80. There are 123 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 | TRVLX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | TRVLX vs FGINX | |
| Integrity Dividend Harvest Fund | 96 | — | May 2012 | TRVLX vs IDIVX | |
| BlackRock Advantage Large Cap Value Fund | 95 | — | Dec 1999 | TRVLX vs MALVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 95 | — | Jun 2022 | TRVLX vs AVLVX |
Top Performing TRVLX Alternatives (YTD)
TRVLX is at 16.05% YTD. There are 67 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 | TRVLX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 23.42% | — | Nov 1935 | TRVLX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.26% | — | Jun 2022 | TRVLX vs AVLVX | |
| Al Frank Fund | 22.41% | — | May 2006 | TRVLX vs VALAX | |
| AMG Yacktman Focused Fund | 21.86% | — | May 1997 | TRVLX vs YAFFX |
Lowest Volatility Alternatives to TRVLX
TRVLX has 11.08% 1-year volatility. There are 142 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 | TRVLX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.63% | — | Feb 2021 | TRVLX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | TRVLX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.50% | — | Feb 1996 | TRVLX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.50% | — | Dec 2007 | TRVLX vs TMMAX |
Lowest Drawdown Alternatives to TRVLX
TRVLX has a 1-year max drawdown of -7.05%. There are 128 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 | TRVLX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | TRVLX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | TRVLX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | TRVLX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | TRVLX 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 | TRVLX vs TRBCX | |
| T. Rowe Price Capital Appreciation Fund | Diversified Portfolio | 51 | 7.27% | — | Jun 1986 | TRVLX vs PRWCX | |
| T. Rowe Price Dividend Growth Fund, Inc. | Large Cap Blend Equities, Dividend | 62 | 10.28% | — | Dec 1992 | TRVLX vs PRDGX | |
| T. Rowe Price U.S. Equity Research Fund | Large Cap Blend Equities | 60 | 10.99% | — | Nov 1994 | TRVLX vs PRCOX | |
| T. Rowe Price Blue Chip Growth Fund I Class | Large Cap Growth Equities | 11 | 0.81% | — | — | TRVLX vs TBCIX | |
| T. Rowe Price All-Cap Opportunities Fund | Large Cap Growth Equities | 12 | 0.80% | — | Sep 1985 | TRVLX vs PRWAX | |
| T. Rowe Price Equity Index 500 Fund | Large Cap Blend Equities | 64 | 10.75% | — | Mar 1990 | TRVLX vs PREIX | |
| T. Rowe Price Large-Cap Growth Fund | Large Cap Growth Equities | 12 | 3.13% | — | Oct 2001 | TRVLX vs TRLGX | |
| T. Rowe Price Science And Technology Fund | Technology Equities | 55 | 26.04% | — | Sep 1987 | TRVLX vs PRSCX | |
| T. Rowe Price Retirement 2035 Fund | Target Retirement Date | 28 | 8.90% | — | Feb 2004 | TRVLX vs TRRJX |
Often Compared With TRVLX
Investors most often compare TRVLX with PRFDX, TRRHX, VSGDX. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare TRVLX with Any Fund or Stock
Compare TRVLX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TRVLX with funds that move differently
T. Rowe Price Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TRVLX.
Explore TRVLX Diversifiers