PACE Small/Medium Co Growth Equity Investments (PCSGX) Alternatives
PACE Small/Medium Co Growth Equity Investments (PCSGX) belongs to the Small Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PCSGX. 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 PCSGX
PCSGX charges 1.03% annually. Among mutual funds in the Small Cap Growth Equities category, these options have the lowest expense ratios among PCSGX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | Jul 11, 2019 | PCSGX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | May 24, 2000 | PCSGX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | Sep 27, 2011 | PCSGX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | May 25, 2011 | PCSGX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | May 21, 1998 | PCSGX vs VISGX |
Best Risk-Adjusted Alternatives to PCSGX
Among mutual funds in the Small Cap Growth 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 | |
|---|---|---|---|---|
| Needham Aggressive Growth Fund Institutional Class | 91 | Dec 30, 2016 | PCSGX vs NEAIX | |
| Needham Aggressive Growth Fund | 90 | Sep 4, 2001 | PCSGX vs NEAGX | |
| Driehaus Micro Cap Growth Fund | 86 | Nov 18, 2013 | PCSGX vs DMCRX | |
| Oberweis Micro Cap Fund | 86 | Dec 29, 1995 | PCSGX vs OBMCX | |
| Hood River Small-Cap Growth Fund | 83 | Jan 2, 2003 | PCSGX vs HRSMX |
Top Performing PCSGX Alternatives (YTD)
PCSGX alternatives from the Small Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Small Cap Opportunities Fund | 29.72% | Mar 20, 2000 | PCSGX vs KSCOX | |
| Kinetics Small Capital Opportunities Advisor Fund ... | 29.65% | Dec 31, 2001 | PCSGX vs KSOAX | |
| Needham Small Cap Growth Fund Institutional | 9.63% | Dec 30, 2016 | PCSGX vs NESIX | |
| Needham Small Cap Growth Fund | 9.51% | May 22, 2002 | PCSGX vs NESGX | |
| Oberweis Micro Cap Fund | 8.96% | Dec 29, 1995 | PCSGX vs OBMCX |
Lowest Volatility Alternatives to PCSGX
PCSGX alternatives from the Small Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Empiric 2500 Fund | 17.35% | Nov 6, 1995 | PCSGX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 19.19% | Jul 29, 2011 | PCSGX vs CMCIX | |
| Value Line Small Cap Opportunities Fund | 19.58% | Jun 23, 1993 | PCSGX vs VLEOX | |
| Virtus KAR Small-Cap Value Fund | 19.65% | Jun 28, 2006 | PCSGX vs PXQSX | |
| Eaton Vance Small-Cap Fund | 19.66% | Jan 2, 1997 | PCSGX vs ETEGX |
Lowest Drawdown Alternatives to PCSGX
PCSGX alternatives from the Small Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Empiric 2500 Fund | -10.15% | Nov 6, 1995 | PCSGX vs EMCAX | |
| Value Line Small Cap Opportunities Fund | -10.86% | Jun 23, 1993 | PCSGX vs VLEOX | |
| Ranger Micro Cap Fund | -11.77% | Jun 6, 2018 | PCSGX vs RFIMX | |
| Saratoga Small Capitalization Portfolio | -11.83% | Sep 1, 1994 | PCSGX vs SSCPX | |
| Calamos Timpani Small Cap Growth Fund | -12.38% | Mar 23, 2011 | PCSGX vs CTSIX |
Other Mutual Funds from UBS
Most popular UBS mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| UBS US Quality Growth At Reasonable Price Fund | Large Cap Growth Equities | 12 | -14.31% | Jul 8, 2020 | PCSGX vs QGRPX | |
| UBS Emerging Markets Equity Opportunity Fund | Emerging Markets Diversified | 89 | -0.19% | May 30, 2018 | PCSGX vs EMPTX | |
| UBS U.S. Allocation Fund | Diversified Portfolio | 38 | -5.56% | May 9, 1993 | PCSGX vs PWTYX | |
| PACE Municipal Fixed Income Investments | Municipal Bonds | 54 | -0.51% | Aug 23, 1995 | PCSGX vs PCMNX | |
| PACE Alternative Strategies Investments | Multistrategy | 75 | -0.69% | Apr 9, 2006 | PCSGX vs PASIX | |
| UBS Multi Income Bond Fund | Intermediate Core-Plus Bond | 40 | -1.29% | Dec 19, 1972 | PCSGX vs UTBPX | |
| UBS Global Allocation Fund | Global Allocation | 65 | -4.25% | Aug 30, 1992 | PCSGX vs BPGLX | |
| UBS US Dividend Ruler Fund | Large Cap Value Equities | 47 | -4.16% | Jul 8, 2020 | PCSGX vs DVRUX | |
| UBS International Sustainable Equity Fund | Foreign Large Cap Equities | 51 | -4.27% | Aug 31, 1993 | PCSGX vs BNUEX | |
| PACE Strategic Fixed Income Investments | Intermediate Core-Plus Bond | 60 | -0.44% | Aug 24, 1995 | PCSGX vs PCSIX |
Often Compared With PCSGX
What investors most often compare with PCSGX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Polkadot | 19 | -29.49% | — | PCSGX vs DOT-USD | ||
| PACE Small/Medium Co Value Equity Investments | Small Cap Value Equities | 23 | -0.12% | Aug 24, 1995 | PCSGX vs PCSVX | |
| Nicholas Limited Edition Fund | Small Cap Growth Equities | 0 | -14.46% | May 18, 1987 | PCSGX vs NCLEX | |
| Putnam Small Cap Growth Fund | Small Cap Growth Equities | 29 | -5.03% | Dec 31, 1997 | PCSGX vs PNSAX |
Compare PCSGX with Any Fund or Stock
Compare PCSGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.