PACE Large Co Value Equity Investments (PCLVX) belongs to the Large 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 PCLVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PCLVX
PCLVX charges 1.07% annually. There are 263 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | PCLVX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | PCLVX vs VIVIX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | PCLVX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | PCLVX vs SWLVX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | PCLVX vs VVIAX |
Best Risk-Adjusted Alternatives to PCLVX
PCLVX has a PortfoliosLab risk / return rank of 82. There are 106 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | PCLVX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | PCLVX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 95 | — | Dec 1999 | PCLVX vs MALVX | |
| Integrity Dividend Harvest Fund | 95 | — | May 2012 | PCLVX vs IDIVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 94 | — | Jun 2022 | PCLVX vs AVLVX |
Top Performing PCLVX Alternatives (YTD)
PCLVX is at 12.43% YTD. There are 142 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 25.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 25.44% | — | Jun 2015 | PCLVX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 24.02% | — | Nov 1935 | PCLVX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.70% | — | Jun 2022 | PCLVX vs AVLVX | |
| Al Frank Fund | 22.75% | — | May 2006 | PCLVX vs VALAX | |
| AMG Yacktman Focused Fund | 22.70% | — | May 1997 | PCLVX vs YAFFX |
Lowest Volatility Alternatives to PCLVX
PCLVX has 10.93% 1-year volatility. There are 121 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.33% | — | Sep 2017 | PCLVX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.62% | — | Feb 2021 | PCLVX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | PCLVX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.50% | — | Feb 1996 | PCLVX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.51% | — | Dec 2007 | PCLVX vs TMMAX |
Lowest Drawdown Alternatives to PCLVX
PCLVX has a 1-year max drawdown of -7.48%. There are 180 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | PCLVX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | PCLVX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | PCLVX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | PCLVX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | PCLVX vs SVAIX |
Other Mutual Funds from UBS
The 10 most viewed UBS mutual funds shown here include EMPTX, QGRPX, UTBPX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| UBS Emerging Markets Equity Opportunity Fund | Emerging Markets Diversified | 86 | 23.76% | — | May 2018 | PCLVX vs EMPTX | |
| UBS US Quality Growth At Reasonable Price Fund | Large Cap Growth Equities | 10 | 2.46% | — | Jul 2020 | PCLVX vs QGRPX | |
| UBS Multi Income Bond Fund | Intermediate Core-Plus Bond | 39 | 1.29% | — | Dec 1972 | PCLVX vs UTBPX | |
| PACE Small/Medium Co Value Equity Investments | Small Cap Value Equities | 47 | 17.39% | — | Aug 1995 | PCLVX vs PCSVX | |
| UBS US Dividend Ruler Fund | Large Cap Value Equities | 48 | 10.78% | — | Jul 2020 | PCLVX vs DVRUX | |
| UBS U.S. Allocation Fund | Diversified Portfolio | 59 | 7.57% | — | May 1993 | PCLVX vs PWTYX | |
| PACE Municipal Fixed Income Investments | Municipal Bonds | 75 | 1.28% | — | Aug 1995 | PCLVX vs PCMNX | |
| UBS Ultra Short Income Fund | Ultrashort Bond | — | — | — | May 2018 | PCLVX vs USIAX | |
| UBS Global Allocation Fund | Global Allocation | 69 | 7.99% | — | Aug 1992 | PCLVX vs BPGLX | |
| PACE Mortgage-Backed Securities Fixed Income Inves... | Intermediate Core Bond | 55 | 2.72% | — | Aug 1995 | PCLVX vs PCGTX |
Often Compared With PCLVX
Investors most often compare PCLVX with PASIX, NEIMX, AVERX. These 18 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare PCLVX with Any Fund or Stock
Compare PCLVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PCLVX with funds that move differently
PACE Large Co Value Equity Investments alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PCLVX.
Explore PCLVX Diversifiers