PIMCO RAE US Fund (PKAIX) belongs to the Large 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 PKAIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PKAIX
PKAIX charges 0.40% annually. There are 33 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | PKAIX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | PKAIX vs VIVIX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | PKAIX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | PKAIX vs SWLVX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | PKAIX vs VVIAX |
Best Risk-Adjusted Alternatives to PKAIX
PKAIX has a PortfoliosLab risk / return rank of 93. There are 13 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 96 | — | Oct 1993 | PKAIX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | PKAIX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 95 | — | Dec 1999 | PKAIX vs MALVX | |
| Integrity Dividend Harvest Fund | 95 | — | May 2012 | PKAIX vs IDIVX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 94 | — | Jun 2022 | PKAIX vs AVLVX |
Top Performing PKAIX Alternatives (YTD)
PKAIX is at 25.44% YTD. No mutual funds in the Large Cap Value Equities category have higher YTD returns; the top-performing alternatives shown here go as high as 24.02%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Corporate Leaders Trust Fund | 24.02% | — | Nov 1935 | PKAIX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.70% | — | Jun 2022 | PKAIX vs AVLVX | |
| Al Frank Fund | 22.75% | — | May 2006 | PKAIX vs VALAX | |
| AMG Yacktman Focused Fund | 22.70% | — | May 1997 | PKAIX vs YAFFX | |
| Calvert US Large-Cap Value Responsible Index Fund | 22.04% | — | Jun 2015 | PKAIX vs CFJIX |
Lowest Volatility Alternatives to PKAIX
PKAIX has 13.10% 1-year volatility. There are 277 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.33% | — | Sep 2017 | PKAIX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.62% | — | Feb 2021 | PKAIX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.37% | — | Dec 1973 | PKAIX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.50% | — | Feb 1996 | PKAIX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.51% | — | Dec 2007 | PKAIX vs TMMAX |
Lowest Drawdown Alternatives to PKAIX
PKAIX has a 1-year max drawdown of -5.15%. There are 10 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | PKAIX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | PKAIX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | PKAIX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | PKAIX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | PKAIX vs SVAIX |
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 | PKAIX vs PIMIX | |
| PIMCO Corporate & Income Opportunity Fund | Corporate Bonds | 2 | -1.00% | — | Dec 2002 | PKAIX vs PTY | |
| PIMCO Income Fund Class A | Multisector Bonds | 44 | 0.87% | — | Apr 2007 | PKAIX vs PONAX | |
| PIMCO Total Return Fund Institutional Class | Intermediate Core-Plus Bond | 28 | 0.35% | — | May 1987 | PKAIX vs PTTRX | |
| PIMCO Corporate & Income Strategy Fund | Multisector Bonds | 7 | -2.18% | — | Dec 2001 | PKAIX vs PCN | |
| PIMCO Income Fund Class I-2 | Multisector Bonds | 48 | 1.02% | — | Apr 2008 | PKAIX vs PONPX | |
| PIMCO StocksPLUS Long Duration Fund Class I | Diversified Portfolio | 34 | 8.53% | — | Aug 2007 | PKAIX vs PSLDX | |
| PIMCO Income Strategy Fund II | Multisector Bonds | 12 | 1.01% | — | Oct 2004 | PKAIX vs PFN | |
| PIMCO International Bond Fund (U.S. Dollar-Hedged) | Global Bonds | 12 | 0.24% | — | Dec 1992 | PKAIX vs PFORX | |
| PIMCO StocksPLUS International Fund (U.S. Dollar-H... | Foreign Large Cap Equities | 41 | 12.84% | — | Oct 2003 | PKAIX vs PISIX |
Often Compared With PKAIX
Investors most often compare PKAIX with VIIIX, VOO, AVERX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare PKAIX with Any Fund or Stock
Compare PKAIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PKAIX with funds that move differently
PIMCO RAE US Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PKAIX.
Explore PKAIX Diversifiers