PIMCO RAE PLUS Small Fund (PCFAX) belongs to the Small 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 PCFAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PCFAX
PCFAX charges 1.21% annually. There are 84 mutual funds in the Small Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | — | Jul 2019 | PCFAX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | PCFAX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 67.80B | Sep 2011 | PCFAX vs VSIAX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | PCFAX vs VSMVX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | PCFAX vs VRTVX |
Best Risk-Adjusted Alternatives to PCFAX
PCFAX has a PortfoliosLab risk / return rank of 82. There are 53 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 95 | — | Dec 1996 | PCFAX vs MMEYX | |
| Royce Special Equity Fund | 95 | — | May 1998 | PCFAX vs RYSEX | |
| Third Avenue Small Cap Value Fund | 95 | — | Apr 1997 | PCFAX vs TASCX | |
| Aegis Value Fund Class I | 94 | — | May 1998 | PCFAX vs AVALX | |
| PGIM Quant Solutions Small-Cap Value Fund | 94 | — | Jan 1993 | PCFAX vs TASVX |
Top Performing PCFAX Alternatives (YTD)
PCFAX is at 18.55% YTD. There are 84 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 35.19%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 35.19% | — | Dec 1996 | PCFAX vs MMEYX | |
| Columbia Select Small Cap Value Fund | 27.88% | — | Apr 1997 | PCFAX vs SSCVX | |
| Diamond Hill Small Cap Fund Class I | 27.79% | — | Dec 2000 | PCFAX vs DHSIX | |
| Diamond Hill Small Cap Fund | 27.58% | — | Dec 2000 | PCFAX vs DHSCX | |
| Royce Special Equity Fund | 26.73% | — | May 1998 | PCFAX vs RYSEX |
Lowest Volatility Alternatives to PCFAX
PCFAX has 17.65% 1-year volatility. There are 84 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 4.47%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | 4.47% | — | Apr 2019 | PCFAX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 13.98% | — | Apr 1997 | PCFAX vs TASCX | |
| VELA Small Cap Fund | 14.27% | — | Sep 2020 | PCFAX vs VESMX | |
| Pear Tree Polaris Small Cap Fund | 14.36% | — | Aug 1992 | PCFAX vs USBNX | |
| AMG River Road Small-Mid Cap Value Fund | 14.37% | — | Mar 2007 | PCFAX vs ARSMX |
Lowest Drawdown Alternatives to PCFAX
PCFAX has a 1-year max drawdown of -8.94%. There are 30 mutual funds in the Small Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | — | Apr 2019 | PCFAX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | PCFAX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | PCFAX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | PCFAX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | PCFAX vs TSLTX |
Other Mutual Funds from PIMCO
The 10 most viewed PIMCO mutual funds shown here include PIMIX, PTY, PONAX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| PIMCO Income Fund Institutional Class | Multisector Bonds | 33 | -0.05% | — | Mar 2007 | PCFAX vs PIMIX | |
| PIMCO Corporate & Income Opportunity Fund | Corporate Bonds | 1 | -2.49% | — | Dec 2002 | PCFAX vs PTY | |
| PIMCO Income Fund Class A | Multisector Bonds | 30 | -0.25% | — | Apr 2007 | PCFAX vs PONAX | |
| PIMCO Total Return Fund Institutional Class | Intermediate Core-Plus Bond | 20 | -0.80% | — | May 1987 | PCFAX vs PTTRX | |
| PIMCO Corporate & Income Strategy Fund | Multisector Bonds | 8 | -2.18% | — | Dec 2001 | PCFAX vs PCN | |
| PIMCO Income Fund Class I-2 | Multisector Bonds | 32 | -0.10% | — | Apr 2008 | PCFAX vs PONPX | |
| PIMCO StocksPLUS Long Duration Fund Class I | Diversified Portfolio | 25 | 4.49% | — | Aug 2007 | PCFAX vs PSLDX | |
| PIMCO Income Strategy Fund II | Multisector Bonds | 13 | 1.44% | — | Oct 2004 | PCFAX vs PFN | |
| PIMCO International Bond Fund (U.S. Dollar-Hedged) | Global Bonds | 8 | -0.68% | — | Dec 1992 | PCFAX vs PFORX | |
| PIMCO StocksPLUS International Fund (U.S. Dollar-H... | Foreign Large Cap Equities | 44 | 13.06% | — | Oct 2003 | PCFAX vs PISIX |
Often Compared With PCFAX
Investors most often compare PCFAX with VOO, HRTVX, NSDVX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare PCFAX with Any Fund or Stock
Compare PCFAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PCFAX with funds that move differently
PIMCO RAE PLUS Small Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PCFAX.
Explore PCFAX Diversifiers