iMGP SBH Focused Small Value Fund (PFSVX) 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 PFSVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PFSVX
PFSVX charges 1.15% annually. There are 74 mutual funds in the Small Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | — | Jul 2019 | PFSVX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | PFSVX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 65.50B | Sep 2011 | PFSVX vs VSIAX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | PFSVX vs VSMVX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | PFSVX vs VRTVX |
Best Risk-Adjusted Alternatives to PFSVX
PFSVX has a PortfoliosLab risk / return rank of 17. There are 122 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Aegis Value Fund | 92 | — | May 1998 | PFSVX vs AVALX | |
| Victory Integrity Discovery Fund | 92 | — | Dec 1996 | PFSVX vs MMEYX | |
| Transamerica Small Cap Value | 91 | — | Jan 2003 | PFSVX vs TSLTX | |
| Third Avenue Small Cap Value Fund | 91 | — | Apr 1997 | PFSVX vs TASCX | |
| VY Columbia Small Cap Value II Portfolio | 90 | — | Apr 2006 | PFSVX vs ICISX |
Top Performing PFSVX Alternatives (YTD)
PFSVX is at 11.70% YTD. There are 121 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 34.94%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 34.94% | — | Dec 1996 | PFSVX vs MMEYX | |
| Royce Opportunity Fund | 29.70% | — | Nov 1996 | PFSVX vs RYPNX | |
| First Eagle Small Cap Opportunity Fund | 27.73% | — | Apr 2021 | PFSVX vs FESCX | |
| AB Small Cap Value Portfolio | 27.16% | — | Dec 2014 | PFSVX vs SCYVX | |
| American Beacon Small Cap Value Fund | 26.72% | — | Dec 1998 | PFSVX vs AVFIX |
Lowest Volatility Alternatives to PFSVX
PFSVX has 20.26% 1-year volatility. There are 118 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 0.66%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro SMID Cap Equity Fund | 0.66% | — | Sep 2017 | PFSVX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.32% | — | Apr 2019 | PFSVX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.18% | — | Apr 1997 | PFSVX vs TASCX | |
| VELA Small Cap Fund | 14.26% | — | Sep 2020 | PFSVX vs VESMX | |
| Royce Special Equity Fund | 14.28% | — | May 1998 | PFSVX vs RYSEX |
Lowest Drawdown Alternatives to PFSVX
PFSVX has a 1-year max drawdown of -14.16%. There are 122 mutual funds in the Small Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | — | Apr 2019 | PFSVX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | PFSVX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | PFSVX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | PFSVX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | PFSVX vs TSLTX |
Other Mutual Funds from iM Global Partner Fund Management
The 4 most viewed iM Global Partner Fund Management mutual funds shown here include IDMIX, MAHIX, MSEFX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| iMGP Dolan McEniry Corporate Bond Fund | Corporate Bonds | 39 | 0.05% | — | Sep 2018 | PFSVX vs IDMIX | |
| iMGP High Income Alternatives Fund | Nontraditional Bonds | 95 | 2.42% | — | Sep 2018 | PFSVX vs MAHIX | |
| iMGP Equity Fund | Large Cap Blend Equities | 8 | 2.80% | — | Dec 1996 | PFSVX vs MSEFX | |
| iMGP International Fund | Foreign Large Cap Equities | 23 | 8.34% | — | Dec 1997 | PFSVX vs MSILX |
Often Compared With PFSVX
Investors most often compare PFSVX with BOSOX, HWSIX, BRSIX. These 17 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare PFSVX with Any Fund or Stock
Compare PFSVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PFSVX with funds that move differently
iMGP SBH Focused Small Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PFSVX.
Explore PFSVX Diversifiers