PIMCO RAE Emerging Markets Fund (PEPFX) belongs to the Emerging Markets Equities 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 a closer substitute for your current allocation.
Cheapest Alternatives to PEPFX
PEPFX charges 0.85% annually. There are 46 mutual funds in the Emerging Markets Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Emerging Markets Opportunities Fun... | 0.01% | — | Dec 2008 | PEPFX vs FEMSX | |
| Fidelity Series Emerging Markets Fund | 0.01% | — | Aug 2018 | PEPFX vs FHKFX | |
| Vanguard Emerging Markets Stock Index Fund Institu... | 0.06% | — | Jun 2000 | PEPFX vs VEMIX | |
| Fidelity Emerging Markets Index Fund | 0.08% | — | Sep 2011 | PEPFX vs FPADX | |
| Fidelity SAI Emerging Markets Index Fund | 0.08% | — | Jan 2016 | PEPFX vs FERGX |
Best Risk-Adjusted Alternatives to PEPFX
PEPFX has a PortfoliosLab risk / return rank of 32. There are 183 mutual funds in the Emerging Markets Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Lazard Emerging Markets Equity Portfolio | 94 | — | Jul 1994 | PEPFX vs LZEMX | |
| Lazard Emerging Markets Equity Portfolio Class R6 | 94 | — | — | PEPFX vs RLEMX | |
| Ashmore Emerging Markets Small Cap Equity Fund | 92 | — | Oct 2011 | PEPFX vs ESCIX | |
| Delaware Emerging Markets Fund | 91 | — | Jun 1996 | PEPFX vs DEMIX | |
| Nomura Emerging Markets Fund Class A | 91 | — | Jun 1996 | PEPFX vs DEMAX |
Top Performing PEPFX Alternatives (YTD)
PEPFX is at 11.49% YTD. There are 168 mutual funds in the Emerging Markets Equities category with higher YTD returns, going as high as 68.59%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 68.59% | — | Jun 1996 | PEPFX vs DEMIX | |
| Nomura Emerging Markets Fund Class A | 68.34% | — | Jun 1996 | PEPFX vs DEMAX | |
| Nomura Emerging Markets Fund Class C | 67.60% | — | Jun 1996 | PEPFX vs DEMCX | |
| Franklin Templeton SMACS: Series EM | 50.59% | — | Nov 2021 | PEPFX vs FQEMX | |
| GMO Emerging Markets ex-China Fund | 37.39% | — | Oct 2021 | PEPFX vs GMAQX |
Lowest Volatility Alternatives to PEPFX
PEPFX has 15.45% 1-year volatility. There are 30 mutual funds in the Emerging Markets Equities category with lower 1-year volatility, going as low as 9.88%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs GQG Partners International Opportuni... | 9.88% | — | Dec 2016 | PEPFX vs GSIYX | |
| Ashmore Emerging Markets Small Cap Equity Fund | 10.28% | — | Oct 2011 | PEPFX vs ESCIX | |
| GQG Partners Emerging Markets Equity Fund | 11.51% | — | Dec 2016 | PEPFX vs GQGPX | |
| GQG Partners Emerging Markets Equity Fund Institut... | 11.53% | — | — | PEPFX vs GQGIX | |
| Fidelity SAI Emerging Markets Low Volatility Index... | 11.80% | — | Jan 2019 | PEPFX vs FGKPX |
Lowest Drawdown Alternatives to PEPFX
PEPFX has a 1-year max drawdown of -9.99%. There are 18 mutual funds in the Emerging Markets Equities category with shallower 1-year drawdowns, going as shallow as -5.70%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Ashmore Emerging Markets Small Cap Equity Fund | -5.70% | — | Oct 2011 | PEPFX vs ESCIX | |
| Fidelity SAI Emerging Markets Low Volatility Index... | -6.93% | — | Jan 2019 | PEPFX vs FGKPX | |
| Goldman Sachs GQG Partners International Opportuni... | -7.81% | — | Dec 2016 | PEPFX vs GSIYX | |
| BlackRock Defensive Advantage Emerging Markets Fun... | -8.89% | — | Dec 2020 | PEPFX vs BADEX | |
| The Cook & Bynum Fund | -8.95% | — | Jun 2009 | PEPFX vs COBYX |
Other Mutual Funds from PIMCO
The 10 most viewed PIMCO mutual funds shown here include PIMIX, PTY, PONAX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| PIMCO Income Fund Institutional Class | Multisector Bonds | 52 | 0.23% | — | Mar 2007 | PEPFX vs PIMIX | |
| PIMCO Corporate & Income Opportunity Fund | Corporate Bonds | 1 | -2.91% | — | Dec 2002 | PEPFX vs PTY | |
| PIMCO Income Fund Class A | Multisector Bonds | 45 | 0.03% | — | Apr 2007 | PEPFX vs PONAX | |
| PIMCO Total Return Fund Institutional Class | Intermediate Core-Plus Bond | 30 | -0.45% | — | May 1987 | PEPFX vs PTTRX | |
| PIMCO Corporate & Income Strategy Fund | Multisector Bonds | 9 | -2.68% | — | Dec 2001 | PEPFX vs PCN | |
| PIMCO Income Fund Class I-2 | Multisector Bonds | 50 | 0.18% | — | Apr 2008 | PEPFX vs PONPX | |
| PIMCO StocksPLUS Long Duration Fund Class I | Diversified Portfolio | 28 | 4.37% | — | Aug 2007 | PEPFX vs PSLDX | |
| PIMCO Income Strategy Fund II | Multisector Bonds | 15 | 1.29% | — | Oct 2004 | PEPFX vs PFN | |
| PIMCO International Bond Fund (U.S. Dollar-Hedged) | Global Bonds | 12 | -0.58% | — | Dec 1992 | PEPFX vs PFORX | |
| PIMCO StocksPLUS International Fund (U.S. Dollar-H... | Foreign Large Cap Equities | 49 | 12.84% | — | Oct 2003 | PEPFX vs PISIX |
Often Compared With PEPFX
Investors most often compare PEPFX with VWO, MSMLX, EEM. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare PEPFX with Any Fund or Stock
Compare PEPFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PEPFX with funds that move differently
PIMCO RAE Emerging Markets Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PEPFX.
Explore PEPFX Diversifiers