Virtus NFJ Small-Cap Value Fund (PSVIX) belongs to the Small 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 PSVIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PSVIX
PSVIX charges 0.82% annually. There are 24 mutual funds in the Small Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | — | Jul 2019 | PSVIX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | PSVIX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 67.80B | Sep 2011 | PSVIX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | PSVIX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | PSVIX vs VSMVX |
Best Risk-Adjusted Alternatives to PSVIX
PSVIX has a PortfoliosLab risk / return rank of 67. There are 92 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 95 | — | Dec 1996 | PSVIX vs MMEYX | |
| Third Avenue Small Cap Value Fund | 94 | — | Apr 1997 | PSVIX vs TASCX | |
| Aegis Value Fund Class I | 94 | — | May 1998 | PSVIX vs AVALX | |
| Royce Special Equity Fund | 94 | — | May 1998 | PSVIX vs RYSEX | |
| PGIM Quant Solutions Small-Cap Value Fund | 93 | — | Jan 1993 | PSVIX vs TASVX |
Top Performing PSVIX Alternatives (YTD)
PSVIX is at 18.55% YTD. There are 86 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 35.52%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 35.52% | — | Dec 1996 | PSVIX vs MMEYX | |
| Diamond Hill Small Cap Fund Class I | 28.15% | — | Dec 2000 | PSVIX vs DHSIX | |
| Diamond Hill Small Cap Fund | 27.91% | — | Dec 2000 | PSVIX vs DHSCX | |
| Columbia Select Small Cap Value Fund | 27.34% | — | Apr 1997 | PSVIX vs SSCVX | |
| Royce Special Equity Fund | 27.23% | — | May 1998 | PSVIX vs RYSEX |
Lowest Volatility Alternatives to PSVIX
PSVIX has 16.61% 1-year volatility. There are 40 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 4.52%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | 4.52% | — | Apr 2019 | PSVIX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.05% | — | Apr 1997 | PSVIX vs TASCX | |
| VELA Small Cap Fund | 14.28% | — | Sep 2020 | PSVIX vs VESMX | |
| AMG River Road Small-Mid Cap Value Fund | 14.41% | — | Mar 2007 | PSVIX vs ARSMX | |
| Pear Tree Polaris Small Cap Fund | 14.43% | — | Aug 1992 | PSVIX vs USBNX |
Lowest Drawdown Alternatives to PSVIX
PSVIX has a 1-year max drawdown of -8.38%. There are 14 mutual funds in the Small Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | — | Apr 2019 | PSVIX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | PSVIX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | PSVIX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | PSVIX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | PSVIX vs TSLTX |
Other Mutual Funds from Allianz
The 10 most viewed Allianz mutual funds shown here include DRGTX, ANNPX, PGWCX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Virtus Technology Fund | Technology Equities | 37 | 18.87% | — | Dec 1995 | PSVIX vs DRGTX | |
| Virtus Convertible Fund | Convertible Bonds | 78 | 13.93% | — | Apr 1993 | PSVIX vs ANNPX | |
| Virtus Focused Growth Fund | Large Cap Growth Equities | 8 | -1.71% | — | Feb 1984 | PSVIX vs PGWCX | |
| Virtus Income & Growth Fund | Diversified Portfolio | 49 | 6.68% | — | Feb 2007 | PSVIX vs AZNIX | |
| Virtus Small-Cap Fund | Small Cap Blend Equities | 79 | 19.77% | — | Jul 2013 | PSVIX vs AZBIX | |
| Virtus International Small-Cap Fund | Foreign Small & Mid Cap Equities | 88 | 14.50% | — | Dec 1997 | PSVIX vs ALOIX | |
| Virtus Mid-Cap Growth Fund | Mid Cap Growth Equities | 13 | 10.05% | — | Nov 1979 | PSVIX vs DRMCX | |
| Virtus NFJ Large-Cap Value Fund | Large Cap Value Equities | 74 | 18.53% | — | May 2000 | PSVIX vs ANVIX | |
| Virtus Short Duration High Income Fund | High Yield Bonds | 79 | 1.52% | — | Oct 2011 | PSVIX vs ASHIX | |
| Virtus Global Allocation Fund | Global Allocation | 78 | 8.37% | — | Sep 1998 | PSVIX vs PALAX |
Often Compared With PSVIX
Investors most often compare PSVIX with AZMIX, BRSIX, WSCVX. These 16 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare PSVIX with Any Fund or Stock
Compare PSVIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PSVIX with funds that move differently
Virtus NFJ Small-Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PSVIX.
Explore PSVIX Diversifiers