PIMCO StocksPLUS Fund Class C (PSPCX) belongs to the S&P 500 category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PSPCX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PSPCX
PSPCX charges 1.69% annually. There are 33 mutual funds in the S&P 500 category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| iShares S&P 500 Index Fund Class G | 0.01% | — | Jul 2019 | PSPCX vs BSPGX | |
| Vanguard Institutional Index Fund Institutional Pl... | 0.02% | 342.00B | Jul 1997 | PSPCX vs VIIIX | |
| Schwab S&P 500 Index Fund | 0.02% | 145.00B | May 1997 | PSPCX vs SWPPX | |
| Fidelity 500 Index Fund | 0.02% | — | Feb 1988 | PSPCX vs FXAIX | |
| iShares S&P 500 Index Fund | 0.03% | — | Jul 1993 | PSPCX vs WFSPX |
Best Risk-Adjusted Alternatives to PSPCX
PSPCX has a PortfoliosLab risk / return rank of 18. There are 30 mutual funds in the S&P 500 category with higher risk-adjusted ranks, going as high as 74.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Institutional Investments Trust S&P 500 Index ... | 74 | — | Dec 2013 | PSPCX vs SPINX | |
| Fidelity 500 Index Fund | 73 | — | Feb 1988 | PSPCX vs FXAIX | |
| Vanguard Institutional Index Fund Institutional Pl... | 73 | 342.00B | Jul 1997 | PSPCX vs VIIIX | |
| iShares S&P 500 Index Fund | 73 | — | Jul 1993 | PSPCX vs WFSPX | |
| iShares S&P 500 Index Fund Class G | 73 | — | Jul 2019 | PSPCX vs BSPGX |
Top Performing PSPCX Alternatives (YTD)
PSPCX is at 11.39% YTD. There are 26 mutual funds in the S&P 500 category with higher YTD returns, going as high as 17.64%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Direxion Monthly S&P 500 Bull 1.75X Fund | 17.64% | — | May 2006 | PSPCX vs DXSLX | |
| Victory 500 Index Fund | 11.95% | — | May 2002 | PSPCX vs USPRX | |
| Fidelity 500 Index Fund | 11.71% | — | Feb 1988 | PSPCX vs FXAIX | |
| Vanguard Institutional Index Fund Institutional Pl... | 11.70% | 342.00B | Jul 1997 | PSPCX vs VIIIX | |
| iShares S&P 500 Index Fund Class G | 11.70% | — | Jul 2019 | PSPCX vs BSPGX |
Lowest Volatility Alternatives to PSPCX
PSPCX has 14.61% 1-year volatility. There are 31 mutual funds in the S&P 500 category with lower 1-year volatility, going as low as 8.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| WisdomTree Equity Premium Income Fund | 8.86% | 236.88M | Feb 2016 | PSPCX vs PUTW | |
| CBOE Vest S&P 500 Dividend Aristocrats Target Inco... | 10.62% | — | Sep 2017 | PSPCX vs KNGLX | |
| Invesco Equally-Weighted S&P 500 Fund | 11.64% | — | Jul 1997 | PSPCX vs VADDX | |
| Shelton Capital Management S&P 500 Index Fund | 11.81% | — | Apr 1992 | PSPCX vs SPFIX | |
| SEI Institutional Managed Trust S&P 500 Index Fund | 11.83% | — | Feb 1996 | PSPCX vs SSPIX |
Lowest Drawdown Alternatives to PSPCX
PSPCX has a 1-year max drawdown of -15.74%. There are 31 mutual funds in the S&P 500 category with shallower 1-year drawdowns, going as shallow as -7.15%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| WisdomTree Equity Premium Income Fund | -7.15% | 236.88M | Feb 2016 | PSPCX vs PUTW | |
| Invesco Equally-Weighted S&P 500 Fund | -7.88% | — | Jul 1997 | PSPCX vs VADDX | |
| Schwab S&P 500 Index Fund | -8.89% | 145.00B | May 1997 | PSPCX vs SWPPX | |
| Fidelity 500 Index Fund | -8.89% | — | Feb 1988 | PSPCX vs FXAIX | |
| iShares S&P 500 Index Fund | -8.90% | — | Jul 1993 | PSPCX vs WFSPX |
Other Mutual Funds from PIMCO
The 10 most viewed PIMCO mutual funds shown here include PIMIX, PONAX, PTTRX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| PIMCO Income Fund Institutional Class | Total Bond Market | 45 | 1.00% | — | Mar 2007 | PSPCX vs PIMIX | |
| PIMCO Income Fund Class A | Multisector Bonds | 41 | 0.83% | — | Apr 2007 | PSPCX vs PONAX | |
| PIMCO Total Return Fund Institutional Class | Total Bond Market | 30 | 0.64% | — | — | PSPCX vs PTTRX | |
| PIMCO Corporate & Income Strategy Fund | Multisector Bonds | 3 | -4.37% | — | Dec 2001 | PSPCX vs PCN | |
| PIMCO Income Fund Class I-2 | Total Bond Market | 44 | 0.96% | — | — | PSPCX vs PONPX | |
| PIMCO StocksPLUS Long Duration Fund Class I | Diversified Portfolio | 47 | 10.35% | — | Aug 2007 | PSPCX vs PSLDX | |
| PIMCO Income Strategy Fund II | Multisector Bonds | 6 | -4.15% | — | Oct 2004 | PSPCX vs PFN | |
| PIMCO International Bond Fund (U.S. Dollar-Hedged) | Global Bonds | 9 | 0.12% | — | Dec 1992 | PSPCX vs PFORX | |
| PIMCO StocksPLUS International Fund (U.S. Dollar-H... | Foreign Large Cap Equities | 25 | 9.70% | — | Oct 2003 | PSPCX vs PISIX | |
| PIMCO Commodity Real Return Strategy Fund | Commodities | 75 | 26.86% | — | Jun 2002 | PSPCX vs PCRIX |
Often Compared With PSPCX
Investors most often compare PSPCX with VFIAX, BSPPX, SPIAX. These 12 comparison targets span 3 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Admiral Shares | S&P 500, Large Cap Blend Equities | 73 | 11.69% | 1.60T | Nov 2000 | PSPCX vs VFIAX | |
| iShares S&P 500 Index Fund Investor P Shares | S&P 500 | 71 | 11.54% | — | Aug 2018 | PSPCX vs BSPPX | |
| Invesco S&P 500 Index A | S&P 500 | 71 | 11.48% | — | Sep 1997 | PSPCX vs SPIAX | |
| Principal Large Cap S&P 500 Index Fund Institution... | S&P 500 | 73 | 11.68% | — | Mar 2001 | PSPCX vs PLFIX | |
| Nuveen S&P 500 Index Fund Retirement Class | S&P 500 | 72 | 11.56% | — | Oct 2002 | PSPCX vs TRSPX | |
| DWS S&P 500 Index Fund | S&P 500 | 73 | 11.60% | — | Aug 1997 | PSPCX vs SCPIX | |
| Nuveen S&P 500 Dynamic Overwrite Fund | S&P 500 | 16 | 3.81% | — | Nov 2005 | PSPCX vs SPXX | |
| iShares S&P 500 Index Fund Institutional Class | S&P 500 | 73 | 11.65% | — | Apr 1993 | PSPCX vs BSPIX | |
| Invesco S&P 500 Index Fund | S&P 500 | 72 | 11.58% | — | Sep 1997 | PSPCX vs SPIDX | |
| PIMCO RAE US Small Fund | Small Cap Value Equities | 67 | 19.26% | — | Jun 2015 | PSPCX vs PMJIX | |
| BNY Mellon Institutional S&P 500 Stock Index Fund | S&P 500 | 73 | 11.63% | — | Sep 1993 | PSPCX vs DSPIX | |
| NYLI S&P 500 Index Class A | S&P 500 | 71 | 11.46% | — | Jan 2004 | PSPCX vs MSXAX |
Compare PSPCX with Any Fund or Stock
Compare PSPCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PSPCX with funds that move differently
PIMCO StocksPLUS Fund Class C alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PSPCX.
Explore PSPCX Diversifiers