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 a closer substitute for your current allocation.
Cheapest Alternatives to PEPFX
PEPFX charges 0.85% annually. There are 33 mutual funds in the Emerging Markets Diversified category with lower expense ratios, going as low as 0.08%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| 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 | |
| Franklin Emerging Market Core Equity (IU) Fund Adv... | 0.17% | — | Jul 2019 | PEPFX vs FCEEX | |
| State Street Emerging Markets Equity Index Fund | 0.17% | — | Dec 2015 | PEPFX vs SSKEX | |
| UBS Emerging Markets Equity Opportunity Fund | 0.19% | — | May 2018 | PEPFX vs EMPTX |
Best Risk-Adjusted Alternatives to PEPFX
PEPFX has a PortfoliosLab risk / return rank of 27. There are 154 mutual funds in the Emerging Markets Diversified category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 95 | — | Jun 1996 | PEPFX vs DEMIX | |
| Franklin Templeton SMACS: Series EM | 94 | — | Nov 2021 | PEPFX vs FQEMX | |
| Lazard Emerging Markets Equity Portfolio | 94 | — | Jul 1994 | PEPFX vs LZEMX | |
| Martin Currie SMA-Shares Series EM Fund | 93 | — | Jan 2018 | PEPFX vs LCSMX | |
| GMO Emerging Markets ex-China Fund | 93 | — | Oct 2021 | PEPFX vs GMAQX |
Top Performing PEPFX Alternatives (YTD)
PEPFX is at 11.23% YTD. There are 150 mutual funds in the Emerging Markets Diversified category with higher YTD returns, going as high as 105.52%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 105.52% | — | Jun 1996 | PEPFX vs DEMIX | |
| Franklin Templeton SMACS: Series EM | 69.03% | — | Nov 2021 | PEPFX vs FQEMX | |
| Martin Currie SMA-Shares Series EM Fund | 52.25% | — | Jan 2018 | PEPFX vs LCSMX | |
| GMO Emerging Markets ex-China Fund | 45.00% | — | Oct 2021 | PEPFX vs GMAQX | |
| Invesco EQV Emerging Markets All Cap Fd | 40.06% | — | Jan 1994 | PEPFX vs GTDDX |
Lowest Volatility Alternatives to PEPFX
PEPFX has 15.12% 1-year volatility. There are 19 mutual funds in the Emerging Markets Diversified category with lower 1-year volatility, going as low as 10.53%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Ashmore Emerging Markets Small Cap Equity Fund | 10.53% | — | Oct 2011 | PEPFX vs ESCIX | |
| GQG Partners Emerging Markets Equity Fund | 11.41% | — | Dec 2016 | PEPFX vs GQGPX | |
| Virtus KAR Emerging Markets Small-Cap Fund | 11.62% | — | Dec 2013 | PEPFX vs VIESX | |
| The Cook & Bynum Fund | 11.79% | — | Jun 2009 | PEPFX vs COBYX | |
| Ashmore Emerging Markets Frontier Equity Fund | 12.09% | — | Nov 2013 | PEPFX vs EFEIX |
Lowest Drawdown Alternatives to PEPFX
PEPFX has a 1-year max drawdown of -9.99%. There are 9 mutual funds in the Emerging Markets Diversified 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 | |
| Wasatch Emerging Markets Small Cap Fund | -7.89% | — | Sep 2007 | PEPFX vs WAEMX | |
| BlackRock Defensive Advantage Emerging Markets Fun... | -8.89% | — | Dec 2020 | PEPFX vs BADEX | |
| The Cook & Bynum Fund | -8.95% | — | Jun 2009 | PEPFX vs COBYX | |
| GQG Partners Emerging Markets Equity Fund | -9.12% | — | Dec 2016 | PEPFX vs GQGPX |
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 | 50 | 1.07% | — | Mar 2007 | PEPFX vs PIMIX | |
| PIMCO Corporate & Income Opportunity Fund | Corporate Bonds | 2 | -1.00% | — | Dec 2002 | PEPFX vs PTY | |
| PIMCO Income Fund Class A | Multisector Bonds | 44 | 0.87% | — | Apr 2007 | PEPFX vs PONAX | |
| PIMCO Total Return Fund Institutional Class | Intermediate Core-Plus Bond | 28 | 0.35% | — | May 1987 | PEPFX vs PTTRX | |
| PIMCO Corporate & Income Strategy Fund | Multisector Bonds | 7 | -2.18% | — | Dec 2001 | PEPFX vs PCN | |
| PIMCO Income Fund Class I-2 | Multisector Bonds | 48 | 1.02% | — | Apr 2008 | PEPFX vs PONPX | |
| PIMCO StocksPLUS Long Duration Fund Class I | Diversified Portfolio | 34 | 8.53% | — | Aug 2007 | PEPFX vs PSLDX | |
| PIMCO Income Strategy Fund II | Multisector Bonds | 12 | 1.01% | — | Oct 2004 | PEPFX vs PFN | |
| PIMCO International Bond Fund (U.S. Dollar-Hedged) | Global Bonds | 12 | 0.24% | — | Dec 1992 | PEPFX vs PFORX | |
| PIMCO StocksPLUS International Fund (U.S. Dollar-H... | Foreign Large Cap Equities | 41 | 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 7 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