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% | 64.90B | Sep 2011 | PSVIX vs VSIAX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | PSVIX vs VSMVX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | PSVIX vs VRTVX |
Best Risk-Adjusted Alternatives to PSVIX
PSVIX has a PortfoliosLab risk / return rank of 34. There are 87 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Aegis Value Fund | 94 | — | May 1998 | PSVIX vs AVALX | |
| Victory Integrity Discovery Fund | 86 | — | Dec 1996 | PSVIX vs MMEYX | |
| Invesco Small Cap Value Fund | 85 | — | Jun 1999 | PSVIX vs VSCAX | |
| Transamerica Small Cap Value | 82 | — | Jan 2003 | PSVIX vs TSLTX | |
| Walthausen Small Cap Value Fund | 81 | — | Feb 2008 | PSVIX vs WSCVX |
Top Performing PSVIX Alternatives (YTD)
PSVIX is at 12.15% YTD. There are 89 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 28.29%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 28.29% | — | Dec 1996 | PSVIX vs MMEYX | |
| Royce Opportunity Fund | 27.36% | — | Nov 1996 | PSVIX vs RYPNX | |
| Invesco Small Cap Value Fund | 26.83% | — | Jun 1999 | PSVIX vs VSCAX | |
| First Eagle Small Cap Opportunity Fund | 23.60% | — | Apr 2021 | PSVIX vs FESCX | |
| FPA Queens Road Small Cap Value Fund Investor Clas... | 22.16% | — | Jun 2002 | PSVIX vs QRSVX |
Lowest Volatility Alternatives to PSVIX
PSVIX has 17.12% 1-year volatility. There are 50 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 0.00%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro SMID Cap Equity Fund | 0.00% | — | Sep 2017 | PSVIX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.20% | — | Apr 2019 | PSVIX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.26% | — | Apr 1997 | PSVIX vs TASCX | |
| AMG River Road Small-Mid Cap Value Fund | 14.41% | — | Mar 2007 | PSVIX vs ARSMX | |
| VELA Small Cap Fund | 14.41% | — | Sep 2020 | PSVIX vs VESMX |
Lowest Drawdown Alternatives to PSVIX
PSVIX has a 1-year max drawdown of -8.38%. There are 15 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, AZNIX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Virtus Technology Fund | Technology Equities | 67 | 30.81% | — | Dec 1995 | PSVIX vs DRGTX | |
| Virtus Convertible Fund | Convertible Bonds | 92 | 20.69% | — | Apr 1993 | PSVIX vs ANNPX | |
| Virtus Income & Growth Fund | Diversified Portfolio | 74 | 9.93% | — | Feb 2007 | PSVIX vs AZNIX | |
| Virtus Mid-Cap Growth Fund | Mid Cap Growth Equities | 22 | 14.41% | — | Nov 1979 | PSVIX vs DRMCX | |
| Virtus Small-Cap Fund | Small Cap Blend Equities | 55 | 16.49% | — | Jul 2013 | PSVIX vs AZBIX | |
| Virtus NFJ Large-Cap Value Fund | Large Cap Value Equities | 43 | 11.68% | — | May 2000 | PSVIX vs ANVIX | |
| Virtus International Small-Cap Fund | Foreign Small & Mid Cap Equities | 82 | 15.20% | — | Dec 1997 | PSVIX vs ALOIX | |
| Virtus Focused Growth Fund | Large Cap Growth Equities | 29 | 8.06% | — | Feb 1984 | PSVIX vs PGWCX | |
| Virtus Short Duration High Income Fund | High Yield Bonds | 83 | 1.68% | — | Oct 2011 | PSVIX vs ASHIX | |
| Virtus NFJ Emerging Markets Value Fund | Emerging Markets Diversified | 76 | 23.49% | — | Dec 2012 | PSVIX vs AZMIX |
Often Compared With PSVIX
Investors most often compare PSVIX with SSCVX, BRSIX, NSDVX. These 4 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Columbia Select Small Cap Value Fund | Small Cap Value Equities | 61 | 19.18% | — | Apr 1997 | PSVIX vs SSCVX | |
| Bridgeway Ultra Small Company Market Fund | Small Cap Value Equities | 79 | 20.38% | — | Jul 1997 | PSVIX vs BRSIX | |
| North Star Dividend Fund | Small Cap Value Equities | 25 | 15.08% | — | May 2013 | PSVIX vs NSDVX | |
| Royce Special Equity Fund | Small Cap Value Equities | 69 | 19.03% | — | May 1998 | PSVIX vs RYSEX |
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