PortfoliosLab logoPortfoliosLab logo

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%.


Best Risk-Adjusted Alternatives to PCSVX

PCSVX has a PortfoliosLab risk / return rank of 50. There are 66 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 94.


Top Performing PCSVX Alternatives (YTD)

PCSVX is at 14.05% YTD. There are 81 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 31.33%.


Lowest Volatility Alternatives to PCSVX

PCSVX has 16.54% 1-year volatility. There are 32 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 1.07%.


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%.


Other Mutual Funds from UBS

The 10 most viewed UBS mutual funds shown here include EMPTX, QGRPX, UTBPX and span 10 categories.


Often Compared With PCSVX

Investors most often compare PCSVX with UDBPX, PCSGX, BNUEX. These 17 comparison targets span 7 categories, based on PortfoliosLab usage data.


SymbolNameCategoryRisk / Return RankYTD ReturnAUMInception
UBS Sustainable Development Bank Bond FundGlobal Bonds
20
0.16%
Oct 2018PCSVX vs UDBPX
PACE Small/Medium Co Growth Equity InvestmentsSmall Cap Growth Equities
25
13.73%
Aug 1995PCSVX vs PCSGX
UBS International Sustainable Equity FundForeign Large Cap Equities
33
6.48%
Aug 1993PCSVX vs BNUEX
PACE Strategic Fixed Income InvestmentsIntermediate Core-Plus Bond
38
0.65%
Aug 1995PCSVX vs PCSIX
PACE International Emerging Markets Equity Investm...Emerging Markets Diversified
92
30.04%
Aug 1995PCSVX vs PCEMX
PACE Large Co Growth Equity InvestmentsLarge Cap Growth Equities
13
4.62%
Aug 1995PCSVX vs PCLCX
Heartland Value FundSmall Cap Value Equities
79
20.07%
Dec 1984PCSVX vs HRTVX
North Star Dividend FundSmall Cap Value Equities
28
15.13%
May 2013PCSVX vs NSDVX
Bridgeway Omni Small-Cap Value FundSmall Cap Value Equities
72
19.41%
Aug 2011PCSVX vs BOSVX
Bridgeway Ultra Small Company Market FundSmall Cap Value Equities
79
20.12%
Jul 1997PCSVX vs BRSIX
James Micro Cap FundSmall Cap Value Equities
43
14.11%
Jul 2010PCSVX vs JMCRX
Royce Special Equity FundSmall Cap Value Equities
75
19.46%
May 1998PCSVX vs RYSEX
Hotchkis & Wiley Small Cap Value FundSmall Cap Value Equities
47
17.70%
Sep 1985PCSVX vs HWSIX
Hotchkis & Wiley Small Cap Value Fund Class ASmall Cap Value Equities
46
17.59%
Jun 2000PCSVX vs HWSAX
Columbia Select Small Cap Value FundSmall Cap Value Equities
66
21.10%
Apr 1997PCSVX vs SSCVX
Brandes Small Cap Value FundSmall Cap Value Equities
77
15.67%
Jan 2018PCSVX vs BSCMX
American Beacon Small Cap Value FundSmall Cap Value Equities
68
22.40%
Dec 1998PCSVX vs AVFIX

Compare PCSVX with Any Fund or Stock

Compare PCSVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.


 

Diversifiers

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