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OTCFX T Rowe Price Small-Cap Stock Fund

9 lower fee alternatives found

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Fund OTCFX T Rowe Price Small-Cap Stock Fund SLYG SPDR S&P 600 Small Cap Growth ETF VIOG Vanguard S&P Small-Cap 600 Growth Index Fund ETF  
100% 88% 89%
Annual Fees
(0.90% Exp. Ratio)
(0.15% Exp. Ratio)
(0.20% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.69% annual return
$40,068.90 $50,238.87 $49,489.61
Est. savings over 30 yrs +$10,169.97 +$9,420.71
As of 2/28/18
1 YR RETURN 11.12%
3 YR 8.93%
5 YR 12.45%
10 YR 12.15%
1 YR RETURN 12.21%
3 YR 11.26%
5 YR 14.62%
10 YR 12.23%
1 YR RETURN 12.19%
3 YR 11.16%
5 YR 14.52%
10 YR --
The Fund seeks to provide long-term capital growth by investing at least 80% of net assets in stocks of small companies.
The Fund seeks to approximate, before expenses, the investment results of the Dow Jones Small Cap Growth Index. When possible will generally invest in all component stocks of the Index proportionate to their Index weightings.
The Fund seeks to track the performance of a benchmark index that measures the investment return of small-capitalization growth stocks in the United States. The Index, S&P SmallCap Growth Index, is broadly diversified and measures the performance of growth stocks of small U.S. companies.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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