PIMCO RAE PLUS Small Fund (PCFIX) 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 PCFIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PCFIX
PCFIX charges 0.85% annually. There are 32 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 | PCFIX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | PCFIX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 67.80B | Sep 2011 | PCFIX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | PCFIX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | PCFIX vs VSMVX |
Best Risk-Adjusted Alternatives to PCFIX
PCFIX has a PortfoliosLab risk / return rank of 84. There are 41 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 | PCFIX vs MMEYX | |
| Third Avenue Small Cap Value Fund | 94 | — | Apr 1997 | PCFIX vs TASCX | |
| Aegis Value Fund Class I | 94 | — | May 1998 | PCFIX vs AVALX | |
| Royce Special Equity Fund | 94 | — | May 1998 | PCFIX vs RYSEX | |
| PGIM Quant Solutions Small-Cap Value Fund | 93 | — | Jan 1993 | PCFIX vs TASVX |
Top Performing PCFIX Alternatives (YTD)
PCFIX is at 19.54% YTD. There are 74 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 35.52%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 35.52% | — | Dec 1996 | PCFIX vs MMEYX | |
| Diamond Hill Small Cap Fund Class I | 28.15% | — | Dec 2000 | PCFIX vs DHSIX | |
| Diamond Hill Small Cap Fund | 27.91% | — | Dec 2000 | PCFIX vs DHSCX | |
| Columbia Select Small Cap Value Fund | 27.34% | — | Apr 1997 | PCFIX vs SSCVX | |
| Royce Special Equity Fund | 27.23% | — | May 1998 | PCFIX vs RYSEX |
Lowest Volatility Alternatives to PCFIX
PCFIX has 17.72% 1-year volatility. There are 85 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 4.52%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | 4.52% | — | Apr 2019 | PCFIX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.05% | — | Apr 1997 | PCFIX vs TASCX | |
| VELA Small Cap Fund | 14.28% | — | Sep 2020 | PCFIX vs VESMX | |
| AMG River Road Small-Mid Cap Value Fund | 14.41% | — | Mar 2007 | PCFIX vs ARSMX | |
| Pear Tree Polaris Small Cap Fund | 14.43% | — | Aug 1992 | PCFIX vs USBNX |
Lowest Drawdown Alternatives to PCFIX
PCFIX has a 1-year max drawdown of -8.87%. There are 25 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 | PCFIX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | PCFIX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | PCFIX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | PCFIX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | PCFIX 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 | 52 | 0.23% | — | Mar 2007 | PCFIX vs PIMIX | |
| PIMCO Corporate & Income Opportunity Fund | Corporate Bonds | 1 | -2.91% | — | Dec 2002 | PCFIX vs PTY | |
| PIMCO Income Fund Class A | Multisector Bonds | 45 | 0.03% | — | Apr 2007 | PCFIX vs PONAX | |
| PIMCO Total Return Fund Institutional Class | Intermediate Core-Plus Bond | 30 | -0.45% | — | May 1987 | PCFIX vs PTTRX | |
| PIMCO Corporate & Income Strategy Fund | Multisector Bonds | 9 | -2.68% | — | Dec 2001 | PCFIX vs PCN | |
| PIMCO Income Fund Class I-2 | Multisector Bonds | 50 | 0.18% | — | Apr 2008 | PCFIX vs PONPX | |
| PIMCO StocksPLUS Long Duration Fund Class I | Diversified Portfolio | 28 | 4.37% | — | Aug 2007 | PCFIX vs PSLDX | |
| PIMCO Income Strategy Fund II | Multisector Bonds | 15 | 1.29% | — | Oct 2004 | PCFIX vs PFN | |
| PIMCO International Bond Fund (U.S. Dollar-Hedged) | Global Bonds | 12 | -0.58% | — | Dec 1992 | PCFIX vs PFORX | |
| PIMCO StocksPLUS International Fund (U.S. Dollar-H... | Foreign Large Cap Equities | 49 | 12.84% | — | Oct 2003 | PCFIX vs PISIX |
Often Compared With PCFIX
Investors most often compare PCFIX with WGROX, XSMO, VOO. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare PCFIX with Any Fund or Stock
Compare PCFIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PCFIX 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 PCFIX.
Explore PCFIX Diversifiers