Paradigm Select Fund (PFSLX) belongs to the Mid Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PFSLX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PFSLX
PFSLX charges 1.16% annually. There are 97 mutual funds in the Mid Cap Blend Equities category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.02% | 224.00B | Dec 2010 | PFSLX vs VMCPX | |
| Fidelity Mid Cap Index Fund | 0.03% | — | Sep 2011 | PFSLX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.03% | 224.00B | May 1998 | PFSLX vs VMCIX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | PFSLX vs FSMAX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | 97.70B | Jan 2011 | PFSLX vs VEMPX |
Best Risk-Adjusted Alternatives to PFSLX
PFSLX has a PortfoliosLab risk / return rank of 91. No mutual funds in the Mid Cap Blend Equities category have higher risk-adjusted ranks; the top alternatives shown here go as high as 88.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Gotham Enhanced Return Fund | 88 | — | May 2013 | PFSLX vs GENIX | |
| Vanguard Strategic Equity Fund | 87 | 12.20B | Aug 1995 | PFSLX vs VSEQX | |
| Thompson MidCap Fund | 84 | — | Mar 2008 | PFSLX vs THPMX | |
| FullerThaler Behavioral Mid-Cap Equity Fund Instit... | 83 | — | Oct 2023 | PFSLX vs FTHMX | |
| BlackRock Advantage SMID Cap Fund, Inc. | 82 | — | May 1978 | PFSLX vs MASPX |
Top Performing PFSLX Alternatives (YTD)
PFSLX is at 37.75% YTD. No mutual funds in the Mid Cap Blend Equities category have higher YTD returns; the top-performing alternatives shown here go as high as 30.77%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| 13D Activist Fund | 30.77% | — | Dec 2011 | PFSLX vs DDDIX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 26.34% | — | Aug 2015 | PFSLX vs FZFLX | |
| Tarkio Fund | 22.55% | — | Jun 2011 | PFSLX vs TARKX | |
| Hodges Fund | 21.87% | — | Oct 1992 | PFSLX vs HDPMX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 21.73% | — | Aug 2013 | PFSLX vs FZAMX |
Lowest Volatility Alternatives to PFSLX
PFSLX has 27.18% 1-year volatility. There are 128 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.67%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Focused Growth and Income Fund | 9.67% | — | Dec 2002 | PFSLX vs GWSAX | |
| Boston Trust Midcap Fund | 11.72% | — | — | PFSLX vs BTMFX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.78% | — | Jul 1999 | PFSLX vs TLVAX | |
| Boston Trust Walden Midcap Fund | 11.86% | — | Aug 2011 | PFSLX vs WAMFX | |
| Victory RS Investors Fund | 12.01% | — | Nov 2005 | PFSLX vs RSINX |
Lowest Drawdown Alternatives to PFSLX
PFSLX has a 1-year max drawdown of -11.69%. There are 101 mutual funds in the Mid Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -6.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| FullerThaler Behavioral Mid-Cap Equity Fund Instit... | -6.33% | — | Oct 2023 | PFSLX vs FTHMX | |
| Gotham Enhanced Return Fund | -6.44% | — | May 2013 | PFSLX vs GENIX | |
| Gabelli Focused Growth and Income Fund | -6.54% | — | Dec 2002 | PFSLX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | -6.80% | — | Dec 2018 | PFSLX vs FTSIX | |
| BNY Mellon Active MidCap Fund | -7.29% | — | Jan 1985 | PFSLX vs DNLDX |
Other Mutual Funds from Paradigm Funds
The 2 most viewed Paradigm Funds mutual funds shown here include PVIVX, PVFAX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Paradigm Micro-cap Fund | Small Cap Blend Equities | 70 | 34.02% | — | Dec 2007 | PFSLX vs PVIVX | |
| Paradigm Value Fund | Small Cap Blend Equities | 66 | 22.81% | — | Dec 2002 | PFSLX vs PVFAX |
Often Compared With PFSLX
Investors most often compare PFSLX with XMMO, SCHM, BTSMX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare PFSLX with Any Fund or Stock
Compare PFSLX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PFSLX with funds that move differently
Paradigm Select Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PFSLX.
Explore PFSLX Diversifiers