iMGP SBH Focused Small Value Fund (PFSVX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to PFSVX
PFSVX charges 1.15% annually. Among mutual funds in the Small Cap Value Equities category, these options have the lowest expense ratios among PFSVX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | Jul 11, 2019 | PFSVX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | Dec 7, 1999 | PFSVX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | PFSVX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | Jul 13, 2012 | PFSVX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | Nov 19, 2014 | PFSVX vs VSMVX |
Best Risk-Adjusted Alternatives to PFSVX
Among mutual funds in the Small Cap Value Equities 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 | |
|---|---|---|---|---|
| Aegis Value Fund | 98 | May 15, 1998 | PFSVX vs AVALX | |
| Brandes Small Cap Value Fund | 90 | Jan 2, 2018 | PFSVX vs BSCMX | |
| Third Avenue Small Cap Value Fund | 81 | Apr 1, 1997 | PFSVX vs TASCX | |
| Bridgeway Ultra Small Company Market Fund | 80 | Jul 31, 1997 | PFSVX vs BRSIX | |
| Victory Integrity Discovery Fund | 78 | Dec 26, 1996 | PFSVX vs MMEYX |
Top Performing PFSVX Alternatives (YTD)
PFSVX alternatives from the Small Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Aegis Value Fund | 13.53% | May 15, 1998 | PFSVX vs AVALX | |
| Hotchkis & Wiley Small Cap Value Fund | 7.19% | Sep 20, 1985 | PFSVX vs HWSIX | |
| Hotchkis & Wiley Small Cap Value Fund Class A | 7.13% | Jun 10, 2000 | PFSVX vs HWSAX | |
| North Star Dividend Fund | 7.11% | May 31, 2013 | PFSVX vs NSDVX | |
| Victory Integrity Discovery Fund | 6.96% | Dec 26, 1996 | PFSVX vs MMEYX |
Lowest Volatility Alternatives to PFSVX
PFSVX alternatives from the Small Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | 4.75% | Apr 30, 2019 | PFSVX vs PVCMX | |
| North Star Dividend Fund | 17.10% | May 31, 2013 | PFSVX vs NSDVX | |
| Royce Special Equity Fund | 18.16% | May 1, 1998 | PFSVX vs RYSEX | |
| AMG River Road Small-Mid Cap Value Fund | 18.46% | Mar 29, 2007 | PFSVX vs ARSMX | |
| Third Avenue Small Cap Value Fund | 18.59% | Apr 1, 1997 | PFSVX vs TASCX |
Lowest Drawdown Alternatives to PFSVX
PFSVX alternatives from the Small Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | Apr 30, 2019 | PFSVX vs PVCMX | |
| North Star Dividend Fund | -10.48% | May 31, 2013 | PFSVX vs NSDVX | |
| Royce Special Equity Fund | -10.97% | May 1, 1998 | PFSVX vs RYSEX | |
| Third Avenue Small Cap Value Fund | -12.12% | Apr 1, 1997 | PFSVX vs TASCX | |
| James Micro Cap Fund | -12.23% | Jul 1, 2010 | PFSVX vs JMCRX |
Other Mutual Funds from iM Global Partner Fund Management
Most popular iM Global Partner Fund Management mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| iMGP Dolan McEniry Corporate Bond Fund | Corporate Bonds | 80 | -1.63% | Sep 28, 2018 | PFSVX vs IDMIX | |
| iMGP Equity Fund | Large Cap Blend Equities | 3 | -8.06% | Dec 31, 1996 | PFSVX vs MSEFX | |
| iMGP High Income Alternatives Fund | Nontraditional Bonds | 87 | -0.43% | Sep 27, 2018 | PFSVX vs MAHIX | |
| iMGP International Fund | Foreign Large Cap Equities | 39 | -6.85% | Dec 1, 1997 | PFSVX vs MSILX |
Often Compared With PFSVX
What investors most often compare with PFSVX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Boston Trust Small Cap Fund | Small Cap Blend Equities | 3 | -4.10% | — | PFSVX vs BOSOX | |
| T. Rowe Price Small-Cap Value Fund Class I | Small Cap Value Equities | 78 | 1.00% | Aug 28, 2015 | PFSVX vs PRVIX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 71 | 6.56% | Jun 21, 1999 | PFSVX vs VSCAX |
Compare PFSVX with Any Fund or Stock
Compare PFSVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.