PIMCO StocksPLUS Fund (PSTKX) Alternatives
PIMCO StocksPLUS Fund (PSTKX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PSTKX. 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 PSTKX
PSTKX charges 0.51% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among PSTKX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 2016 | PSTKX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | PSTKX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | PSTKX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | Feb 2, 2016 | PSTKX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | Sep 17, 2014 | PSTKX vs SSSYX |
Best Risk-Adjusted Alternatives to PSTKX
Among mutual funds in the Large Cap Blend 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 PRIMECAP Fund Admiral Shares | 93 | Nov 12, 2001 | PSTKX vs VPMAX | |
| Pin Oak Equity | 91 | Aug 3, 1992 | PSTKX vs POGSX | |
| First Eagle Overseas Fund Class I | 89 | — | PSTKX vs SGOIX | |
| Permanent Portfolio Aggressive Growth Portfolio | 88 | Jan 2, 1990 | PSTKX vs PAGRX | |
| Centre American Select Equity Fund | 87 | Dec 21, 2011 | PSTKX vs DHAMX |
Top Performing PSTKX Alternatives (YTD)
PSTKX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund | 9.81% | Sep 28, 2018 | PSTKX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.70% | Jan 24, 2021 | PSTKX vs NWAUX | |
| AMG Yacktman Global Fund | 8.16% | Jan 30, 2017 | PSTKX vs YFSIX | |
| Muhlenkamp Fund | 6.53% | Nov 1, 1988 | PSTKX vs MUHLX | |
| Rock Oak Core Growth Fund | 6.05% | Dec 31, 2004 | PSTKX vs RCKSX |
Lowest Volatility Alternatives to PSTKX
PSTKX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.63% | Jun 28, 2013 | PSTKX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.02% | Mar 28, 2021 | PSTKX vs SVPFX | |
| Fidelity Advisor Growth & Income Fund Class Z | 10.78% | Mar 20, 2025 | PSTKX vs FGJEX | |
| Fidelity Hedged Equity Fund | 10.94% | Sep 8, 2022 | PSTKX vs FEQHX | |
| AQR Large Cap Defensive Style Fund Class R6 | 12.03% | Jul 9, 2012 | PSTKX vs QUERX |
Lowest Drawdown Alternatives to PSTKX
PSTKX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | -2.66% | Jun 28, 2013 | PSTKX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | PSTKX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | PSTKX vs FEQHX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | PSTKX vs FNSTX | |
| GQG Partners US Select Quality Equity Fund | -8.67% | Sep 28, 2018 | PSTKX vs GQEIX |
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 | PSTKX vs PIMIX | |
| PIMCO Income Fund Class A | Multisector Bonds | 78 | -1.42% | Apr 2, 2007 | PSTKX vs PONAX | |
| PIMCO Total Return Fund Institutional Class | Total Bond Market | 53 | -1.02% | — | PSTKX vs PTTRX | |
| PIMCO Corporate & Income Strategy Fund | Multisector Bonds | 3 | -4.21% | Dec 20, 2001 | PSTKX vs PCN | |
| PIMCO Income Fund Class I-2 | Total Bond Market | 80 | -1.37% | — | PSTKX vs PONPX | |
| PIMCO StocksPLUS Long Duration Fund Class I | Diversified Portfolio, Actively Managed | 10 | -9.19% | Aug 31, 2007 | PSTKX vs PSLDX | |
| PIMCO Income Strategy Fund II | Multisector Bonds | 11 | -5.40% | Oct 27, 2004 | PSTKX vs PFN | |
| PIMCO International Bond Fund (U.S. Dollar-Hedged) | Global Bonds | 24 | -2.23% | Dec 1, 1992 | PSTKX vs PFORX | |
| PIMCO StocksPLUS International Fund (U.S. Dollar-H... | Foreign Large Cap Equities | 24 | -0.85% | Oct 31, 2003 | PSTKX vs PISIX | |
| PIMCO RAE US Small Fund | Small Cap Value Equities | 28 | -0.95% | Jun 5, 2015 | PSTKX vs PMJIX |
Often Compared With PSTKX
What investors most often compare with PSTKX, based on PortfoliosLab usage data.
Compare PSTKX with Any Fund or Stock
Compare PSTKX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.