PCM Fund Inc. (PCM) belongs to the Mortgage Backed Securities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PCM. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PCM
Among 4 mutual funds in the Mortgage Backed Securities category with expense-ratio data, the lowest-cost alternatives shown here go as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| First Trust Mortgage Income Fund | 0.03% | — | May 2005 | PCM vs FMY | |
| Nuveen Mortgage and Income Fund | 0.04% | — | Nov 2009 | PCM vs JLS | |
| T. Rowe Price GNMA Fund Class I | 0.41% | — | May 2017 | PCM vs PRXAX | |
| Invesco Quality Income Fund Class R6 | 0.53% | — | Apr 2017 | PCM vs VUSSX |
Best Risk-Adjusted Alternatives to PCM
PCM has a PortfoliosLab risk / return rank of 4. There are 5 mutual funds in the Mortgage Backed Securities category with higher risk-adjusted ranks, going as high as 33.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price GNMA Fund Class I | 33 | — | May 2017 | PCM vs PRXAX | |
| Invesco Quality Income Fund Class R6 | 32 | — | Apr 2017 | PCM vs VUSSX | |
| Tomorrow's Scholar College Savings Plan - ING GNMA... | 29 | — | — | PCM vs VWTAX | |
| Nuveen Mortgage and Income Fund | 17 | — | Nov 2009 | PCM vs JLS | |
| First Trust Mortgage Income Fund | 4 | — | May 2005 | PCM vs FMY |
Top Performing PCM Alternatives (YTD)
PCM is at -2.68% YTD. There are 5 mutual funds in the Mortgage Backed Securities category with higher YTD returns, going as high as 2.31%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen Mortgage and Income Fund | 2.31% | — | Nov 2009 | PCM vs JLS | |
| T. Rowe Price GNMA Fund Class I | 1.02% | — | May 2017 | PCM vs PRXAX | |
| Invesco Quality Income Fund Class R6 | 0.62% | — | Apr 2017 | PCM vs VUSSX | |
| Tomorrow's Scholar College Savings Plan - ING GNMA... | 0.46% | — | — | PCM vs VWTAX | |
| First Trust Mortgage Income Fund | -2.66% | — | May 2005 | PCM vs FMY |
Lowest Volatility Alternatives to PCM
PCM has 11.46% 1-year volatility. There are 6 mutual funds in the Mortgage Backed Securities category with lower 1-year volatility, going as low as 3.78%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Tomorrow's Scholar College Savings Plan - ING GNMA... | 3.78% | — | — | PCM vs VWTAX | |
| Invesco Quality Income Fund Class R6 | 4.33% | — | Apr 2017 | PCM vs VUSSX | |
| T. Rowe Price GNMA Fund Class I | 4.36% | — | May 2017 | PCM vs PRXAX | |
| Nuveen Mortgage and Income Fund | 8.48% | — | Nov 2009 | PCM vs JLS | |
| First Trust Mortgage Income Fund | 9.22% | — | May 2005 | PCM vs FMY |
Lowest Drawdown Alternatives to PCM
PCM has a 1-year max drawdown of -12.81%. There are 6 mutual funds in the Mortgage Backed Securities category with shallower 1-year drawdowns, going as shallow as -2.55%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Tomorrow's Scholar College Savings Plan - ING GNMA... | -2.55% | — | — | PCM vs VWTAX | |
| T. Rowe Price GNMA Fund Class I | -2.97% | — | May 2017 | PCM vs PRXAX | |
| Invesco Quality Income Fund Class R6 | -3.21% | — | Apr 2017 | PCM vs VUSSX | |
| Nuveen Mortgage and Income Fund | -5.32% | — | Nov 2009 | PCM vs JLS | |
| First Trust Mortgage Income Fund | -7.13% | — | May 2005 | PCM vs FMY |
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 | PCM vs PIMIX | |
| PIMCO Income Fund Class A | Multisector Bonds | 41 | 0.83% | — | Apr 2007 | PCM vs PONAX | |
| PIMCO Total Return Fund Institutional Class | Total Bond Market | 30 | 0.64% | — | — | PCM vs PTTRX | |
| PIMCO Corporate & Income Strategy Fund | Multisector Bonds | 3 | -4.37% | — | Dec 2001 | PCM vs PCN | |
| PIMCO Income Fund Class I-2 | Total Bond Market | 44 | 0.96% | — | — | PCM vs PONPX | |
| PIMCO StocksPLUS Long Duration Fund Class I | Diversified Portfolio | 47 | 10.35% | — | Aug 2007 | PCM vs PSLDX | |
| PIMCO Income Strategy Fund II | Multisector Bonds | 6 | -4.15% | — | Oct 2004 | PCM vs PFN | |
| PIMCO International Bond Fund (U.S. Dollar-Hedged) | Global Bonds | 9 | 0.12% | — | Dec 1992 | PCM vs PFORX | |
| PIMCO StocksPLUS International Fund (U.S. Dollar-H... | Foreign Large Cap Equities | 25 | 9.70% | — | Oct 2003 | PCM vs PISIX | |
| PIMCO Commodity Real Return Strategy Fund | Commodities | 75 | 26.86% | — | Jun 2002 | PCM vs PCRIX |
Often Compared With PCM
Investors most often compare PCM with PMJIX, BLW, TFIF.L. These 3 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| PIMCO RAE US Small Fund | Small Cap Value Equities | 67 | 19.26% | — | Jun 2015 | PCM vs PMJIX | |
| BlackRock Limited Duration Income Trust | 26 | -5.79% | — | — | PCM vs BLW | ||
| TwentyFour Income Fund Limited | Mortgage Backed Securities | 2 | -3.47% | — | — | PCM vs TFIF.L |
Compare PCM with Any Fund or Stock
Compare PCM with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PCM with funds that move differently
PCM Fund Inc. alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PCM.
Explore PCM Diversifiers