PIMCO StocksPLUS Small Fund (PCKPX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to PCKPX
PCKPX charges 0.80% annually. Among mutual funds in the Small Cap Blend Equities category, these options have the lowest expense ratios among PCKPX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | Sep 8, 2011 | PCKPX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | Dec 17, 2010 | PCKPX vs VSCPX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | Jul 7, 1997 | PCKPX vs VSCIX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | May 19, 1997 | PCKPX vs SWSSX | |
| TIAA-CREF Small-Cap Blend Index Fund | 0.05% | Oct 1, 2002 | PCKPX vs TISBX |
Best Risk-Adjusted Alternatives to PCKPX
Among mutual funds in the Small Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Auer Growth Fund | 90 | Dec 28, 2007 | PCKPX vs AUERX | |
| DFA International Small Company Portfolio | 83 | Sep 30, 1996 | PCKPX vs DFISX | |
| Royce Micro Cap Series Fund | 83 | Dec 31, 1991 | PCKPX vs RYOTX | |
| TETON Westwood SmallCap Equity Fund | 83 | Apr 15, 1997 | PCKPX vs WESCX | |
| T. Rowe Price Small-Cap Value Fund | 77 | Jun 30, 1988 | PCKPX vs PRSVX |
Top Performing PCKPX Alternatives (YTD)
PCKPX alternatives from the Small Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Harbor Small Cap Value Fund | 8.12% | Dec 14, 2001 | PCKPX vs HASCX | |
| TETON Westwood SmallCap Equity Fund | 6.21% | Apr 15, 1997 | PCKPX vs WESCX | |
| Royce Micro Cap Series Fund | 6.06% | Dec 31, 1991 | PCKPX vs RYOTX | |
| TETON Westwood Mighty Mites Fund | 4.76% | May 11, 1998 | PCKPX vs WEMMX | |
| River Oak Discovery Fund | 4.25% | Jun 30, 2005 | PCKPX vs RIVSX |
Lowest Volatility Alternatives to PCKPX
PCKPX alternatives from the Small Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA International Small Company Portfolio | 15.38% | Sep 30, 1996 | PCKPX vs DFISX | |
| DWS Small Cap Core Fund | 17.54% | Jul 14, 2000 | PCKPX vs SSLCX | |
| Hennessy Cornerstone Growth Fund | 18.55% | Nov 1, 1996 | PCKPX vs HFCGX | |
| Boston Trust Small Cap Fund | 18.96% | — | PCKPX vs BOSOX | |
| Copeland SMID Cap Dividend Growth Fund | 19.31% | Feb 27, 2017 | PCKPX vs CSMDX |
Lowest Drawdown Alternatives to PCKPX
PCKPX alternatives from the Small Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DWS Small Cap Core Fund | -10.06% | Jul 14, 2000 | PCKPX vs SSLCX | |
| TETON Westwood Mighty Mites Fund | -11.39% | May 11, 1998 | PCKPX vs WEMMX | |
| Cambiar Small Cap Fund | -11.67% | Aug 31, 2004 | PCKPX vs CAMSX | |
| Virtus Small-Cap Fund | -11.76% | Jul 1, 2013 | PCKPX vs AZBIX | |
| Boston Trust Small Cap Fund | -11.89% | — | PCKPX vs BOSOX |
Other Mutual Funds from PIMCO
Most popular PIMCO mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| PIMCO Income Fund Institutional Class | Total Bond Market | 81 | -1.36% | Mar 30, 2007 | PCKPX vs PIMIX | |
| PIMCO Income Fund Class A | Multisector Bonds | 78 | -1.42% | Apr 2, 2007 | PCKPX vs PONAX | |
| PIMCO Total Return Fund Institutional Class | Total Bond Market | 53 | -1.02% | — | PCKPX vs PTTRX | |
| PIMCO Corporate & Income Strategy Fund | Multisector Bonds | 3 | -4.21% | Dec 20, 2001 | PCKPX vs PCN | |
| PIMCO Income Fund Class I-2 | Total Bond Market | 80 | -1.37% | — | PCKPX vs PONPX | |
| PIMCO StocksPLUS Long Duration Fund Class I | Diversified Portfolio, Actively Managed | 10 | -9.19% | Aug 31, 2007 | PCKPX vs PSLDX | |
| PIMCO Income Strategy Fund II | Multisector Bonds | 11 | -5.40% | Oct 27, 2004 | PCKPX vs PFN | |
| PIMCO International Bond Fund (U.S. Dollar-Hedged) | Global Bonds | 24 | -2.23% | Dec 1, 1992 | PCKPX vs PFORX | |
| PIMCO StocksPLUS International Fund (U.S. Dollar-H... | Foreign Large Cap Equities | 24 | -0.85% | Oct 31, 2003 | PCKPX vs PISIX | |
| PIMCO RAE US Small Fund | Small Cap Value Equities | 28 | -0.95% | Jun 5, 2015 | PCKPX vs PMJIX |
Often Compared With PCKPX
What investors most often compare with PCKPX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| The Goldman Sachs Group, Inc. | 87 | -3.25% | — | PCKPX vs GS |
Compare PCKPX with Any Fund or Stock
Compare PCKPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.