PACE Small/Medium Co Value Equity Investments (PCSVX) belongs to the Small 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 PCSVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PCSVX
PCSVX charges 1.02% annually. There are 59 mutual funds in the Small Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | — | Jul 2019 | PCSVX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | PCSVX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 65.50B | Sep 2011 | PCSVX vs VSIAX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | PCSVX vs VSMVX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | PCSVX vs VRTVX |
Best Risk-Adjusted Alternatives to PCSVX
PCSVX has a PortfoliosLab risk / return rank of 55. There are 71 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Transamerica Small Cap Value | 91 | — | Jan 2003 | PCSVX vs TSLTX | |
| Victory Integrity Discovery Fund | 91 | — | Dec 1996 | PCSVX vs MMEYX | |
| Walthausen Small Cap Value Fund | 90 | — | Feb 2008 | PCSVX vs WSCVX | |
| First Eagle Small Cap Opportunity Fund | 89 | — | Apr 2021 | PCSVX vs FESCX | |
| Aegis Value Fund | 89 | — | May 1998 | PCSVX vs AVALX |
Top Performing PCSVX Alternatives (YTD)
PCSVX is at 15.66% YTD. There are 87 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 32.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Small Cap Value Fund | 32.95% | — | Jun 1999 | PCSVX vs VSCAX | |
| Victory Integrity Discovery Fund | 32.41% | — | Dec 1996 | PCSVX vs MMEYX | |
| Royce Opportunity Fund | 31.15% | — | Nov 1996 | PCSVX vs RYPNX | |
| First Eagle Small Cap Opportunity Fund | 30.84% | — | Apr 2021 | PCSVX vs FESCX | |
| Walthausen Small Cap Value Fund | 27.95% | — | Feb 2008 | PCSVX vs WSCVX |
Lowest Volatility Alternatives to PCSVX
PCSVX has 16.69% 1-year volatility. There are 35 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 0.61%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro SMID Cap Equity Fund | 0.61% | — | Sep 2017 | PCSVX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.22% | — | Apr 2019 | PCSVX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.31% | — | Apr 1997 | PCSVX vs TASCX | |
| VELA Small Cap Fund | 14.39% | — | Sep 2020 | PCSVX vs VESMX | |
| AMG River Road Small-Mid Cap Value Fund | 14.45% | — | Mar 2007 | PCSVX vs ARSMX |
Lowest Drawdown Alternatives to PCSVX
PCSVX has a 1-year max drawdown of -9.67%. There are 55 mutual funds in the Small Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | — | Apr 2019 | PCSVX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | PCSVX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | PCSVX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | PCSVX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | PCSVX vs TSLTX |
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 | 93 | 31.56% | — | May 2018 | PCSVX vs EMPTX | |
| UBS US Quality Growth At Reasonable Price Fund | Large Cap Growth Equities | 11 | -0.43% | — | Jul 2020 | PCSVX vs QGRPX | |
| UBS Multi Income Bond Fund | Intermediate Core-Plus Bond | 38 | 1.31% | — | Dec 1972 | PCSVX vs UTBPX | |
| UBS US Dividend Ruler Fund | Large Cap Value Equities | 59 | 10.37% | — | Jul 2020 | PCSVX vs DVRUX | |
| PACE Municipal Fixed Income Investments | Municipal Bonds | 73 | 1.36% | — | Aug 1995 | PCSVX vs PCMNX | |
| UBS U.S. Allocation Fund | Diversified Portfolio | 63 | 7.11% | — | May 1993 | PCSVX vs PWTYX | |
| PACE Alternative Strategies Investments | Multistrategy | 51 | 3.84% | — | Apr 2006 | PCSVX vs PASIX | |
| UBS Global Allocation Fund | Global Allocation | 72 | 8.13% | — | Aug 1992 | PCSVX vs BPGLX | |
| PACE Mortgage-Backed Securities Fixed Income Inves... | Intermediate Core Bond | 49 | 2.92% | — | Aug 1995 | PCSVX vs PCGTX | |
| UBS Ultra Short Income Fund | Ultrashort Bond | — | — | — | May 2018 | PCSVX vs USIAX |
Often Compared With PCSVX
Investors most often compare PCSVX with PCSGX, UDBPX, BNUEX. These 19 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare PCSVX with Any Fund or Stock
Compare PCSVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PCSVX with funds that move differently
PACE Small/Medium Co Value Equity Investments alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PCSVX.
Explore PCSVX Diversifiers