PIMCO RAE Emerging Markets Fund (PEPFX) Alternatives
PIMCO RAE Emerging Markets Fund (PEPFX) belongs to the Emerging Markets Diversified category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PEPFX. 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 PEPFX
PEPFX charges 0.85% annually. Among mutual funds in the Emerging Markets Diversified category, these options have the lowest expense ratios among PEPFX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity SAI Emerging Markets Index Fund | 0.08% | Jan 4, 2016 | PEPFX vs FERGX | |
| Fidelity Emerging Markets Index Fund | 0.08% | Sep 8, 2011 | PEPFX vs FPADX | |
| Franklin Emerging Market Core Equity (IU) Fund Adv... | 0.17% | Jul 31, 2019 | PEPFX vs FCEEX | |
| State Street Emerging Markets Equity Index Fund | 0.17% | Dec 17, 2015 | PEPFX vs SSKEX | |
| UBS Emerging Markets Equity Opportunity Fund | 0.19% | May 30, 2018 | PEPFX vs EMPTX |
Best Risk-Adjusted Alternatives to PEPFX
Among mutual funds in the Emerging Markets Diversified 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 | |
|---|---|---|---|---|
| Delaware Emerging Markets Fund | 97 | Jun 9, 1996 | PEPFX vs DEMIX | |
| Martin Currie SMA-Shares Series EM Fund | 96 | Jan 9, 2018 | PEPFX vs LCSMX | |
| Lazard Emerging Markets Equity Portfolio | 96 | Jul 14, 1994 | PEPFX vs LZEMX | |
| Brandes Emerging Markets Fund | 96 | Jan 30, 2011 | PEPFX vs BEMIX | |
| Franklin Templeton SMACS: Series EM | 95 | Nov 21, 2021 | PEPFX vs FQEMX |
Top Performing PEPFX Alternatives (YTD)
PEPFX alternatives from the Emerging Markets Diversified category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Delaware Emerging Markets Fund | 13.36% | Jun 9, 1996 | PEPFX vs DEMIX | |
| Martin Currie SMA-Shares Series EM Fund | 9.17% | Jan 9, 2018 | PEPFX vs LCSMX | |
| Ashmore Emerging Markets Small Cap Equity Fund | 8.91% | Oct 3, 2011 | PEPFX vs ESCIX | |
| Franklin Templeton SMACS: Series EM | 8.67% | Nov 21, 2021 | PEPFX vs FQEMX | |
| Cullen Emerging Markets High Dividend Fund | 6.79% | Aug 30, 2012 | PEPFX vs CEMFX |
Lowest Volatility Alternatives to PEPFX
PEPFX alternatives from the Emerging Markets Diversified category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| BlackRock Defensive Advantage Emerging Markets Fun... | 10.20% | Dec 20, 2020 | PEPFX vs BADEX | |
| Harding Loevner Frontier Emerging Markets Fund | 11.89% | May 26, 2008 | PEPFX vs HLFMX | |
| Parametric Emerging Markets Fund | 12.06% | Jun 29, 2006 | PEPFX vs EAEMX | |
| Parametric Tax-Managed Emerging Markets Fund | 12.26% | Jun 29, 1998 | PEPFX vs EITEX | |
| Ashmore Emerging Markets Frontier Equity Fund | 12.26% | Nov 3, 2013 | PEPFX vs EFEIX |
Lowest Drawdown Alternatives to PEPFX
PEPFX alternatives from the Emerging Markets Diversified category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| BlackRock Defensive Advantage Emerging Markets Fun... | -8.89% | Dec 20, 2020 | PEPFX vs BADEX | |
| The Cook & Bynum Fund | -8.95% | Jun 30, 2009 | PEPFX vs COBYX | |
| GQG Partners Emerging Markets Equity Fund | -9.12% | Dec 27, 2016 | PEPFX vs GQGPX | |
| Wasatch Emerging Markets Small Cap Fund | -9.38% | Sep 30, 2007 | PEPFX vs WAEMX | |
| Parametric Tax-Managed Emerging Markets Fund | -9.88% | Jun 29, 1998 | PEPFX vs EITEX |
Other Mutual Funds from PIMCO
Most popular PIMCO mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| PIMCO Income Fund Institutional Class | Total Bond Market | 81 | -1.36% | Mar 30, 2007 | PEPFX vs PIMIX | |
| PIMCO Income Fund Class A | Multisector Bonds | 78 | -1.42% | Apr 2, 2007 | PEPFX vs PONAX | |
| PIMCO Total Return Fund Institutional Class | Total Bond Market | 53 | -1.02% | — | PEPFX vs PTTRX | |
| PIMCO Corporate & Income Strategy Fund | Multisector Bonds | 3 | -4.21% | Dec 20, 2001 | PEPFX vs PCN | |
| PIMCO Income Fund Class I-2 | Total Bond Market | 80 | -1.37% | — | PEPFX vs PONPX | |
| PIMCO StocksPLUS Long Duration Fund Class I | Diversified Portfolio, Actively Managed | 10 | -9.19% | Aug 31, 2007 | PEPFX vs PSLDX | |
| PIMCO Income Strategy Fund II | Multisector Bonds | 11 | -5.40% | Oct 27, 2004 | PEPFX vs PFN | |
| PIMCO International Bond Fund (U.S. Dollar-Hedged) | Global Bonds | 24 | -2.23% | Dec 1, 1992 | PEPFX vs PFORX | |
| PIMCO StocksPLUS International Fund (U.S. Dollar-H... | Foreign Large Cap Equities | 24 | -0.85% | Oct 31, 2003 | PEPFX vs PISIX | |
| PIMCO RAE US Small Fund | Small Cap Value Equities | 28 | -0.95% | Jun 5, 2015 | PEPFX vs PMJIX |
Often Compared With PEPFX
What investors most often compare with PEPFX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard FTSE Emerging Markets ETF | Emerging Markets Equities | 74 | 0.54% | Mar 4, 2005 | PEPFX vs VWO | |
| Matthews Emerging Markets Small Companies Fund | Emerging Markets Diversified | 33 | -0.43% | Sep 14, 2008 | PEPFX vs MSMLX | |
| Goldman Sachs Emerging Markets Equity Insights Fun... | Emerging Markets Diversified | 86 | 2.51% | Oct 4, 2007 | PEPFX vs GERIX | |
| iShares MSCI Emerging Markets ex China ETF | Emerging Markets Equities | 94 | 8.23% | Jul 19, 2017 | PEPFX vs EMXC | |
| iShares MSCI Emerging Markets ETF | Emerging Markets Diversified | 86 | 3.80% | Apr 11, 2003 | PEPFX vs EEM | |
| abrdn Emerging Markets ex-China Fund | Emerging Markets Diversified | 95 | 5.47% | Aug 29, 2000 | PEPFX vs GLLSX | |
| Driehaus Emerging Markets Small Cap Growth Fund | Emerging Markets Diversified | 95 | 4.87% | Aug 21, 2011 | PEPFX vs DRESX | |
| TIAA-CREF Emerging Markets Equity Index Fund | Emerging Markets Diversified | 83 | 0.14% | Aug 30, 2010 | PEPFX vs TEQLX |
Compare PEPFX with Any Fund or Stock
Compare PEPFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.