PACE Small/Medium Co Value Equity Investments (PCSVX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to PCSVX
PCSVX charges 1.02% annually. Among mutual funds in the Small Cap Value Equities category, these options have the lowest expense ratios among PCSVX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | Jul 11, 2019 | PCSVX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | Dec 7, 1999 | PCSVX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | PCSVX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | Jul 13, 2012 | PCSVX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | Nov 19, 2014 | PCSVX vs VSMVX |
Best Risk-Adjusted Alternatives to PCSVX
Among mutual funds in the Small Cap Value 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 | |
|---|---|---|---|---|
| Aegis Value Fund | 98 | May 15, 1998 | PCSVX vs AVALX | |
| Brandes Small Cap Value Fund | 90 | Jan 2, 2018 | PCSVX vs BSCMX | |
| Third Avenue Small Cap Value Fund | 81 | Apr 1, 1997 | PCSVX vs TASCX | |
| Bridgeway Ultra Small Company Market Fund | 80 | Jul 31, 1997 | PCSVX vs BRSIX | |
| Victory Integrity Discovery Fund | 78 | Dec 26, 1996 | PCSVX vs MMEYX |
Top Performing PCSVX Alternatives (YTD)
PCSVX alternatives from the Small Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Aegis Value Fund | 13.53% | May 15, 1998 | PCSVX vs AVALX | |
| Hotchkis & Wiley Small Cap Value Fund | 7.19% | Sep 20, 1985 | PCSVX vs HWSIX | |
| Hotchkis & Wiley Small Cap Value Fund Class A | 7.13% | Jun 10, 2000 | PCSVX vs HWSAX | |
| North Star Dividend Fund | 7.11% | May 31, 2013 | PCSVX vs NSDVX | |
| Victory Integrity Discovery Fund | 6.96% | Dec 26, 1996 | PCSVX vs MMEYX |
Lowest Volatility Alternatives to PCSVX
PCSVX alternatives from the Small Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | 4.75% | Apr 30, 2019 | PCSVX vs PVCMX | |
| North Star Dividend Fund | 17.10% | May 31, 2013 | PCSVX vs NSDVX | |
| Royce Special Equity Fund | 18.16% | May 1, 1998 | PCSVX vs RYSEX | |
| AMG River Road Small-Mid Cap Value Fund | 18.46% | Mar 29, 2007 | PCSVX vs ARSMX | |
| Third Avenue Small Cap Value Fund | 18.59% | Apr 1, 1997 | PCSVX vs TASCX |
Lowest Drawdown Alternatives to PCSVX
PCSVX alternatives from the Small Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | Apr 30, 2019 | PCSVX vs PVCMX | |
| North Star Dividend Fund | -10.48% | May 31, 2013 | PCSVX vs NSDVX | |
| Royce Special Equity Fund | -10.97% | May 1, 1998 | PCSVX vs RYSEX | |
| Third Avenue Small Cap Value Fund | -12.12% | Apr 1, 1997 | PCSVX vs TASCX | |
| James Micro Cap Fund | -12.23% | Jul 1, 2010 | PCSVX vs JMCRX |
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 | PCSVX vs QGRPX | |
| UBS Emerging Markets Equity Opportunity Fund | Emerging Markets Diversified | 89 | -0.19% | May 30, 2018 | PCSVX vs EMPTX | |
| UBS U.S. Allocation Fund | Diversified Portfolio | 38 | -5.56% | May 9, 1993 | PCSVX vs PWTYX | |
| PACE Municipal Fixed Income Investments | Municipal Bonds | 54 | -0.51% | Aug 23, 1995 | PCSVX vs PCMNX | |
| PACE Alternative Strategies Investments | Multistrategy | 75 | -0.69% | Apr 9, 2006 | PCSVX vs PASIX | |
| UBS Multi Income Bond Fund | Intermediate Core-Plus Bond | 40 | -1.29% | Dec 19, 1972 | PCSVX vs UTBPX | |
| UBS Global Allocation Fund | Global Allocation | 65 | -4.25% | Aug 30, 1992 | PCSVX vs BPGLX | |
| UBS US Dividend Ruler Fund | Large Cap Value Equities | 47 | -4.16% | Jul 8, 2020 | PCSVX vs DVRUX | |
| UBS International Sustainable Equity Fund | Foreign Large Cap Equities | 51 | -4.27% | Aug 31, 1993 | PCSVX vs BNUEX | |
| PACE Strategic Fixed Income Investments | Intermediate Core-Plus Bond | 60 | -0.44% | Aug 24, 1995 | PCSVX vs PCSIX |
Often Compared With PCSVX
What investors most often compare with PCSVX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| PACE Small/Medium Co Growth Equity Investments | Small Cap Growth Equities | 7 | -9.66% | Aug 24, 1995 | PCSVX vs PCSGX | |
| UBS Sustainable Development Bank Bond Fund | Global Bonds | 73 | 0.17% | Oct 23, 2018 | PCSVX vs UDBPX | |
| PACE International Emerging Markets Equity Investm... | Emerging Markets Diversified | 87 | 0.24% | Aug 23, 1995 | PCSVX vs PCEMX | |
| UBS Ultra Short Income Fund | Ultrashort Bond | 98 | 0.13% | May 29, 2018 | PCSVX vs USIAX | |
| PACE Mortgage-Backed Securities Fixed Income Inves... | Intermediate Core Bond | 80 | 2.45% | Aug 24, 1995 | PCSVX vs PCGTX |
Compare PCSVX with Any Fund or Stock
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