PIMCO RAE US Fund (PKAIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to PKAIX
PKAIX charges 0.40% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among PKAIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | PKAIX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | PKAIX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | PKAIX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | PKAIX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | PKAIX vs TILVX |
Best Risk-Adjusted Alternatives to PKAIX
Among mutual funds in the Large 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 | |
|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 92 | Mar 2, 2016 | PKAIX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | PKAIX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | PKAIX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | PKAIX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | PKAIX vs VALAX |
Top Performing PKAIX Alternatives (YTD)
PKAIX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | PKAIX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | PKAIX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | PKAIX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | PKAIX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | PKAIX vs HFCVX |
Lowest Volatility Alternatives to PKAIX
PKAIX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.68% | Feb 1, 2021 | PKAIX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | PKAIX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | PKAIX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | PKAIX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | PKAIX vs ACIIX |
Lowest Drawdown Alternatives to PKAIX
PKAIX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | PKAIX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | PKAIX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | PKAIX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | PKAIX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | PKAIX vs PSECX |
Other Mutual Funds from PIMCO
Most popular PIMCO mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| PIMCO Income Fund Institutional Class | Total Bond Market | 81 | -1.36% | Mar 30, 2007 | PKAIX vs PIMIX | |
| PIMCO Income Fund Class A | Multisector Bonds | 78 | -1.42% | Apr 2, 2007 | PKAIX vs PONAX | |
| PIMCO Total Return Fund Institutional Class | Total Bond Market | 53 | -1.02% | — | PKAIX vs PTTRX | |
| PIMCO Corporate & Income Strategy Fund | Multisector Bonds | 3 | -4.21% | Dec 20, 2001 | PKAIX vs PCN | |
| PIMCO Income Fund Class I-2 | Total Bond Market | 80 | -1.37% | — | PKAIX vs PONPX | |
| PIMCO StocksPLUS Long Duration Fund Class I | Diversified Portfolio, Actively Managed | 10 | -9.19% | Aug 31, 2007 | PKAIX vs PSLDX | |
| PIMCO Income Strategy Fund II | Multisector Bonds | 11 | -5.40% | Oct 27, 2004 | PKAIX vs PFN | |
| PIMCO International Bond Fund (U.S. Dollar-Hedged) | Global Bonds | 24 | -2.23% | Dec 1, 1992 | PKAIX vs PFORX | |
| PIMCO StocksPLUS International Fund (U.S. Dollar-H... | Foreign Large Cap Equities | 24 | -0.85% | Oct 31, 2003 | PKAIX vs PISIX | |
| PIMCO RAE US Small Fund | Small Cap Value Equities | 28 | -0.95% | Jun 5, 2015 | PKAIX vs PMJIX |
Often Compared With PKAIX
What investors most often compare with PKAIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund Institutional Pl... | Large Cap Blend Equities | 46 | -7.06% | Jul 7, 1997 | PKAIX vs VIIIX | |
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | PKAIX vs VOO |
Compare PKAIX with Any Fund or Stock
Compare PKAIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.