PIMCO StocksPLUS Small Fund (PCKPX) belongs to the Small Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PCKPX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PCKPX
PCKPX charges 0.80% annually. There are 50 mutual funds in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | — | Sep 2011 | PCKPX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | PCKPX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.51B | May 1997 | PCKPX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | 177.40B | Jul 1997 | PCKPX vs VSCIX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 177.40B | Nov 2000 | PCKPX vs VSMAX |
Best Risk-Adjusted Alternatives to PCKPX
PCKPX has a PortfoliosLab risk / return rank of 57. There are 78 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| MainStay WMC Small Companies Fund | 91 | — | Jan 1987 | PCKPX vs MOPIX | |
| Auer Growth Fund | 90 | — | Dec 2007 | PCKPX vs AUERX | |
| River Oak Discovery Fund | 90 | — | Jun 2005 | PCKPX vs RIVSX | |
| TETON Westwood SmallCap Equity Fund | 89 | — | Apr 1997 | PCKPX vs WESCX | |
| Keeley Small Cap Fund Class Institutional | 89 | — | Apr 1997 | PCKPX vs WWSIX |
Top Performing PCKPX Alternatives (YTD)
PCKPX is at 17.93% YTD. There are 56 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 37.74%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Royce Micro Cap Series Fund | 37.74% | — | Dec 1991 | PCKPX vs RYOTX | |
| River Oak Discovery Fund | 32.82% | — | Jun 2005 | PCKPX vs RIVSX | |
| Paradigm Micro-cap Fund | 32.57% | — | Dec 2007 | PCKPX vs PVIVX | |
| Hodges Small Cap Fund | 31.07% | — | Dec 2007 | PCKPX vs HDPSX | |
| MainStay WMC Small Companies Fund | 27.70% | — | Jan 1987 | PCKPX vs MOPIX |
Lowest Volatility Alternatives to PCKPX
PCKPX has 20.23% 1-year volatility. There are 156 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 12.96%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 12.96% | — | Nov 1996 | PCKPX vs HFCGX | |
| DFA International Small Company Portfolio | 13.77% | — | Sep 1996 | PCKPX vs DFISX | |
| DWS Small Cap Core Fund | 14.28% | — | Jul 2000 | PCKPX vs SSLCX | |
| Copeland SMID Cap Dividend Growth Fund | 14.46% | — | Feb 2017 | PCKPX vs CSMDX | |
| Boston Trust Small Cap Fund | 15.10% | — | — | PCKPX vs BOSOX |
Lowest Drawdown Alternatives to PCKPX
PCKPX has a 1-year max drawdown of -12.25%. There are 146 mutual funds in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -7.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Index Plus SmallCap Portfolio | -7.63% | — | Dec 1997 | PCKPX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | PCKPX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.80B | Apr 2006 | PCKPX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | — | Dec 1981 | PCKPX vs DFSCX | |
| Brown Advisory Small-Cap Fundamental Value Fund | -8.22% | — | Dec 2008 | PCKPX vs BIAUX |
Other Mutual Funds from PIMCO
The 10 most viewed PIMCO mutual funds shown here include PIMIX, PONAX, PTTRX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| PIMCO Income Fund Institutional Class | Total Bond Market | 45 | 1.00% | — | Mar 2007 | PCKPX vs PIMIX | |
| PIMCO Income Fund Class A | Multisector Bonds | 41 | 0.83% | — | Apr 2007 | PCKPX vs PONAX | |
| PIMCO Total Return Fund Institutional Class | Total Bond Market | 30 | 0.64% | — | — | PCKPX vs PTTRX | |
| PIMCO Corporate & Income Strategy Fund | Multisector Bonds | 3 | -4.37% | — | Dec 2001 | PCKPX vs PCN | |
| PIMCO Income Fund Class I-2 | Total Bond Market | 44 | 0.96% | — | — | PCKPX vs PONPX | |
| PIMCO StocksPLUS Long Duration Fund Class I | Diversified Portfolio | 47 | 10.35% | — | Aug 2007 | PCKPX vs PSLDX | |
| PIMCO Income Strategy Fund II | Multisector Bonds | 6 | -4.15% | — | Oct 2004 | PCKPX vs PFN | |
| PIMCO International Bond Fund (U.S. Dollar-Hedged) | Global Bonds | 9 | 0.12% | — | Dec 1992 | PCKPX vs PFORX | |
| PIMCO StocksPLUS International Fund (U.S. Dollar-H... | Foreign Large Cap Equities | 25 | 9.70% | — | Oct 2003 | PCKPX vs PISIX | |
| PIMCO Commodity Real Return Strategy Fund | Commodities | 75 | 26.86% | — | Jun 2002 | PCKPX vs PCRIX |
Often Compared With PCKPX
Investors most often compare PCKPX with GS, TISBX, AZBIX. These 13 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare PCKPX with Any Fund or Stock
Compare PCKPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PCKPX with funds that move differently
PIMCO StocksPLUS Small Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PCKPX.
Explore PCKPX Diversifiers