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 a closer substitute for your current allocation.
Cheapest Alternatives to PCSGX
PCSGX charges 1.03% annually. There are 68 mutual funds in the Small Cap Growth Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | — | Jul 2019 | PCSGX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | 45.50B | May 2000 | PCSGX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | 45.50B | Sep 2011 | PCSGX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | — | May 2011 | PCSGX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | — | May 1998 | PCSGX vs VISGX |
Best Risk-Adjusted Alternatives to PCSGX
PCSGX has a PortfoliosLab risk / return rank of 35. There are 101 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 90 | — | Dec 2016 | PCSGX vs NESIX | |
| Needham Small Cap Growth Fund | 89 | — | May 2002 | PCSGX vs NESGX | |
| Driehaus Micro Cap Growth Fund | 89 | — | Nov 2013 | PCSGX vs DMCRX | |
| Dana Epiphany ESG Small Cap Equity Fund | 89 | — | Nov 2015 | PCSGX vs DSCIX | |
| Needham Aggressive Growth Fund Institutional Class | 87 | — | Dec 2016 | PCSGX vs NEAIX |
Top Performing PCSGX Alternatives (YTD)
PCSGX is at 17.46% YTD. There are 89 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 69.74%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Small Cap Growth Fund Institutional | 69.74% | — | Dec 2016 | PCSGX vs NESIX | |
| Needham Small Cap Growth Fund | 69.18% | — | May 2002 | PCSGX vs NESGX | |
| Needham Aggressive Growth Fund Institutional Class | 49.69% | — | Dec 2016 | PCSGX vs NEAIX | |
| Needham Aggressive Growth Fund | 49.38% | — | Sep 2001 | PCSGX vs NEAGX | |
| Oberweis Micro Cap Fund | 45.29% | — | Dec 1995 | PCSGX vs OBMCX |
Lowest Volatility Alternatives to PCSGX
PCSGX has 20.53% 1-year volatility. There are 67 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.66%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Empiric 2500 Fund | 14.66% | — | Nov 1995 | PCSGX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 15.37% | — | Jul 2011 | PCSGX vs CMCIX | |
| Eaton Vance Small-Cap Fund | 16.30% | — | Jan 1997 | PCSGX vs ETEGX | |
| Neuberger Berman Genesis Fund | 16.36% | — | Sep 1988 | PCSGX vs NBGNX | |
| Eaton Vance Tax-Managed Small-Cap Fund | 16.36% | — | Sep 1997 | PCSGX vs ETMGX |
Lowest Drawdown Alternatives to PCSGX
PCSGX has a 1-year max drawdown of -13.48%. There are 87 mutual funds in the Small Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.08%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dana Epiphany ESG Small Cap Equity Fund | -7.08% | — | Nov 2015 | PCSGX vs DSCIX | |
| Rydex S&P SmallCap 600 Pure Growth Fund | -8.49% | — | Feb 2004 | PCSGX vs RYWCX | |
| WesMark Small Company Fund | -8.50% | — | Dec 1993 | PCSGX vs WMKSX | |
| Empiric 2500 Fund | -8.60% | — | Nov 1995 | PCSGX vs EMCAX | |
| Ranger Micro Cap Fund | -9.11% | — | Jun 2018 | PCSGX vs RFIMX |
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 | PCSGX vs EMPTX | |
| UBS US Quality Growth At Reasonable Price Fund | Large Cap Growth Equities | 10 | 2.46% | — | Jul 2020 | PCSGX vs QGRPX | |
| UBS Multi Income Bond Fund | Intermediate Core-Plus Bond | 39 | 1.29% | — | Dec 1972 | PCSGX vs UTBPX | |
| PACE Small/Medium Co Value Equity Investments | Small Cap Value Equities | 47 | 17.39% | — | Aug 1995 | PCSGX vs PCSVX | |
| UBS US Dividend Ruler Fund | Large Cap Value Equities | 48 | 10.78% | — | Jul 2020 | PCSGX vs DVRUX | |
| UBS U.S. Allocation Fund | Diversified Portfolio | 59 | 7.57% | — | May 1993 | PCSGX vs PWTYX | |
| PACE Municipal Fixed Income Investments | Municipal Bonds | 75 | 1.28% | — | Aug 1995 | PCSGX vs PCMNX | |
| UBS Ultra Short Income Fund | Ultrashort Bond | — | — | — | May 2018 | PCSGX vs USIAX | |
| PACE Mortgage-Backed Securities Fixed Income Inves... | Intermediate Core Bond | 55 | 2.72% | — | Aug 1995 | PCSGX vs PCGTX | |
| UBS Global Allocation Fund | Global Allocation | 69 | 7.99% | — | Aug 1992 | PCSGX vs BPGLX |
Often Compared With PCSGX
Investors most often compare PCSGX with BNUEX, DOT-USD, SSCPX. These 19 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare PCSGX with Any Fund or Stock
Compare PCSGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PCSGX with funds that move differently
PACE Small/Medium Co Growth Equity Investments alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PCSGX.
Explore PCSGX Diversifiers