T. Rowe Price Value Fund (TRVLX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to TRVLX
TRVLX charges 0.65% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among TRVLX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | TRVLX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | TRVLX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | TRVLX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | TRVLX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | TRVLX vs TILVX |
Best Risk-Adjusted Alternatives to TRVLX
Among mutual funds in the Large Cap Value 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 | |
|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 92 | Mar 2, 2016 | TRVLX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | TRVLX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | TRVLX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | TRVLX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | TRVLX vs VALAX |
Top Performing TRVLX Alternatives (YTD)
TRVLX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | TRVLX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | TRVLX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | TRVLX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | TRVLX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | TRVLX vs HFCVX |
Lowest Volatility Alternatives to TRVLX
TRVLX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.68% | Feb 1, 2021 | TRVLX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | TRVLX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | TRVLX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | TRVLX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | TRVLX vs ACIIX |
Lowest Drawdown Alternatives to TRVLX
TRVLX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | TRVLX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | TRVLX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | TRVLX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | TRVLX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | TRVLX vs PSECX |
Other Mutual Funds from T. Rowe Price
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Often Compared With TRVLX
What investors most often compare with TRVLX, 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.