Pioneer Mid Cap Value Fund (PCGRX) belongs to the Mid 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 PCGRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PCGRX
PCGRX charges 1.05% annually. There are 73 mutual funds in the Mid Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | — | Jul 2019 | PCGRX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | 37.20B | Sep 2011 | PCGRX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | — | Nov 2010 | PCGRX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | — | Jul 2011 | PCGRX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | — | Aug 2006 | PCGRX vs VMVIX |
Best Risk-Adjusted Alternatives to PCGRX
PCGRX has a PortfoliosLab risk / return rank of 85. There are 28 mutual funds in the Mid Cap Value Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Harbor Mid Cap Value Fund Retirement Class | 97 | — | Mar 2016 | PCGRX vs HNMVX | |
| Harbor Mid Cap Value Fund | 96 | — | Mar 2002 | PCGRX vs HAMVX | |
| PGIM Quant Solutions Mid-Cap Value Fund | 94 | — | Aug 1998 | PCGRX vs NCBVX | |
| Columbia Select Mid Cap Value Fund | 92 | — | Nov 2001 | PCGRX vs NAMAX | |
| Fidelity Advisor Value Strategies Fund Class I | 91 | — | Jul 1995 | PCGRX vs FASOX |
Top Performing PCGRX Alternatives (YTD)
PCGRX is at 18.97% YTD. There are 34 mutual funds in the Mid Cap Value Equities category with higher YTD returns, going as high as 29.05%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Value Strategies Fund | 29.05% | — | Dec 1983 | PCGRX vs FSLSX | |
| Fidelity Advisor Value Strategies Fund Class I | 29.02% | — | Jul 1995 | PCGRX vs FASOX | |
| Fidelity Advisor Value Strategies Fund Class A | 28.83% | — | Sep 1996 | PCGRX vs FSOAX | |
| Fidelity Advisor Value Strategies Fund Class M | 28.64% | — | Aug 1986 | PCGRX vs FASPX | |
| Fidelity Advisor Value Strategies Fund Class C | 28.24% | — | Aug 2001 | PCGRX vs FVCSX |
Lowest Volatility Alternatives to PCGRX
PCGRX has 13.25% 1-year volatility. There are 33 mutual funds in the Mid Cap Value Equities category with lower 1-year volatility, going as low as 11.39%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 11.39% | 37.20B | Sep 2011 | PCGRX vs VMVAX | |
| Vanguard Mid-Cap Value Index Fund | 11.39% | — | Aug 2006 | PCGRX vs VMVIX | |
| Principal MidCap Value Fund I | 11.80% | — | Dec 2003 | PCGRX vs PVMIX | |
| American Century Mid Cap Value Fund | 11.82% | 5.65B | Mar 2004 | PCGRX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 11.82% | — | Mar 2004 | PCGRX vs ACLAX |
Lowest Drawdown Alternatives to PCGRX
PCGRX has a 1-year max drawdown of -7.99%. There are 26 mutual funds in the Mid Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -6.31%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM Quant Solutions Mid-Cap Value Fund | -6.31% | — | Aug 1998 | PCGRX vs NCBVX | |
| Glenmede Quantitative U.S. Total Market Equity Por... | -6.51% | — | Dec 2006 | PCGRX vs GTTMX | |
| Delaware Opportunity Fund | -6.75% | — | Aug 1992 | PCGRX vs FIUSX | |
| Harbor Mid Cap Value Fund Retirement Class | -6.84% | — | Mar 2016 | PCGRX vs HNMVX | |
| Harbor Mid Cap Value Fund | -6.84% | — | Mar 2002 | PCGRX vs HAMVX |
Other Mutual Funds from Amundi
The 10 most viewed Amundi mutual funds shown here include PMFYX, PMAIX, PIODX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Pioneer Multi-Asset Income Fund | Global Allocation | 93 | 7.54% | — | Dec 2011 | PCGRX vs PMFYX | |
| Pioneer Multi-Asset Income Fund A | Diversified Portfolio, Dividend | 92 | 7.43% | — | Dec 2011 | PCGRX vs PMAIX | |
| Pioneer Fund | Large Cap Blend Equities | 33 | 7.19% | — | Feb 1928 | PCGRX vs PIODX | |
| Pioneer ILS Interval Fund | High Yield Bonds | 100 | 10.04% | — | Dec 2014 | PCGRX vs XILSX | |
| Pioneer Core Equity Fund | Large Cap Blend Equities | 70 | 12.15% | — | Nov 1999 | PCGRX vs PIOTX | |
| Pioneer Disciplined Growth Fund | Large Cap Growth Equities | 21 | 7.02% | — | Dec 2005 | PCGRX vs PINDX | |
| Pioneer Securitized Income Fund | Nontraditional Bonds | 80 | 2.11% | — | Dec 2019 | PCGRX vs SYFFX | |
| Pioneer Fundamental Growth Fund | Large Cap Growth Equities | 13 | 4.64% | — | Aug 2002 | PCGRX vs PIGFX | |
| Pioneer Multi-Asset Ultrashort Income Fund | Ultrashort Bond | 99 | 1.87% | — | Apr 2011 | PCGRX vs MYFRX | |
| Pioneer Global Sustainable Equity Fund Class A | Global Equities, Sustainable | 84 | 13.52% | — | Dec 2005 | PCGRX vs GLOSX |
Often Compared With PCGRX
Investors most often compare PCGRX with SPY, PGOFX, IJT. These 20 comparison targets span 17 categories, based on PortfoliosLab usage data.
Compare PCGRX with Any Fund or Stock
Compare PCGRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PCGRX with funds that move differently
Pioneer Mid Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PCGRX.
Explore PCGRX Diversifiers