Penn Capital Special Situations Small Cap Equity Fund (PSCNX) Alternatives
Penn Capital Special Situations Small Cap Equity Fund (PSCNX) belongs to the Small Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PSCNX. 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 PSCNX
PSCNX charges 1.71% annually. Among mutual funds in the Small Cap Growth Equities category, these options have the lowest expense ratios among PSCNX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | Jul 11, 2019 | PSCNX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | May 24, 2000 | PSCNX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | Sep 27, 2011 | PSCNX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | May 25, 2011 | PSCNX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | May 21, 1998 | PSCNX vs VISGX |
Best Risk-Adjusted Alternatives to PSCNX
Among mutual funds in the Small Cap Growth 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 | |
|---|---|---|---|---|
| Needham Aggressive Growth Fund Institutional Class | 91 | Dec 30, 2016 | PSCNX vs NEAIX | |
| Needham Aggressive Growth Fund | 90 | Sep 4, 2001 | PSCNX vs NEAGX | |
| Driehaus Micro Cap Growth Fund | 86 | Nov 18, 2013 | PSCNX vs DMCRX | |
| Oberweis Micro Cap Fund | 86 | Dec 29, 1995 | PSCNX vs OBMCX | |
| Hood River Small-Cap Growth Fund | 83 | Jan 2, 2003 | PSCNX vs HRSMX |
Top Performing PSCNX Alternatives (YTD)
PSCNX alternatives from the Small Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Small Cap Opportunities Fund | 29.72% | Mar 20, 2000 | PSCNX vs KSCOX | |
| Kinetics Small Capital Opportunities Advisor Fund ... | 29.65% | Dec 31, 2001 | PSCNX vs KSOAX | |
| Needham Small Cap Growth Fund Institutional | 9.63% | Dec 30, 2016 | PSCNX vs NESIX | |
| Needham Small Cap Growth Fund | 9.51% | May 22, 2002 | PSCNX vs NESGX | |
| Oberweis Micro Cap Fund | 8.96% | Dec 29, 1995 | PSCNX vs OBMCX |
Lowest Volatility Alternatives to PSCNX
PSCNX alternatives from the Small Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Empiric 2500 Fund | 17.35% | Nov 6, 1995 | PSCNX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 19.19% | Jul 29, 2011 | PSCNX vs CMCIX | |
| Value Line Small Cap Opportunities Fund | 19.58% | Jun 23, 1993 | PSCNX vs VLEOX | |
| Virtus KAR Small-Cap Value Fund | 19.65% | Jun 28, 2006 | PSCNX vs PXQSX | |
| Eaton Vance Small-Cap Fund | 19.66% | Jan 2, 1997 | PSCNX vs ETEGX |
Lowest Drawdown Alternatives to PSCNX
PSCNX alternatives from the Small Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Empiric 2500 Fund | -10.15% | Nov 6, 1995 | PSCNX vs EMCAX | |
| Value Line Small Cap Opportunities Fund | -10.86% | Jun 23, 1993 | PSCNX vs VLEOX | |
| Ranger Micro Cap Fund | -11.77% | Jun 6, 2018 | PSCNX vs RFIMX | |
| Saratoga Small Capitalization Portfolio | -11.83% | Sep 1, 1994 | PSCNX vs SSCPX | |
| Calamos Timpani Small Cap Growth Fund | -12.38% | Mar 23, 2011 | PSCNX vs CTSIX |
Other Mutual Funds from Penn Capital Management
Most popular Penn Capital Management mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Penn Capital Short Duration High Income Fund | High Yield Bonds | 94 | -0.27% | Jul 17, 2017 | PSCNX vs PSHNX |
Often Compared With PSCNX
What investors most often compare with PSCNX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | PSCNX vs VOO |
Compare PSCNX with Any Fund or Stock
Compare PSCNX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.