Palm Valley Capital Fund Investor Class (PVCMX) Alternatives
Palm Valley Capital Fund Investor Class (PVCMX) 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 PVCMX. 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 PVCMX
PVCMX charges 1.30% annually. Among mutual funds in the Small Cap Value Equities category, these options have the lowest expense ratios among PVCMX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | Jul 11, 2019 | PVCMX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | Dec 7, 1999 | PVCMX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | PVCMX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | Jul 13, 2012 | PVCMX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | Nov 19, 2014 | PVCMX vs VSMVX |
Best Risk-Adjusted Alternatives to PVCMX
Among mutual funds in the Small Cap Value 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 | |
|---|---|---|---|---|
| Aegis Value Fund | 98 | May 15, 1998 | PVCMX vs AVALX | |
| Brandes Small Cap Value Fund | 90 | Jan 2, 2018 | PVCMX vs BSCMX | |
| Third Avenue Small Cap Value Fund | 81 | Apr 1, 1997 | PVCMX vs TASCX | |
| Bridgeway Ultra Small Company Market Fund | 80 | Jul 31, 1997 | PVCMX vs BRSIX | |
| Victory Integrity Discovery Fund | 78 | Dec 26, 1996 | PVCMX vs MMEYX |
Top Performing PVCMX Alternatives (YTD)
PVCMX alternatives from the Small Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Aegis Value Fund | 13.53% | May 15, 1998 | PVCMX vs AVALX | |
| Hotchkis & Wiley Small Cap Value Fund | 7.19% | Sep 20, 1985 | PVCMX vs HWSIX | |
| Hotchkis & Wiley Small Cap Value Fund Class A | 7.13% | Jun 10, 2000 | PVCMX vs HWSAX | |
| North Star Dividend Fund | 7.11% | May 31, 2013 | PVCMX vs NSDVX | |
| Victory Integrity Discovery Fund | 6.96% | Dec 26, 1996 | PVCMX vs MMEYX |
Lowest Volatility Alternatives to PVCMX
PVCMX alternatives from the Small Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| North Star Dividend Fund | 17.10% | May 31, 2013 | PVCMX vs NSDVX | |
| Royce Special Equity Fund | 18.16% | May 1, 1998 | PVCMX vs RYSEX | |
| AMG River Road Small-Mid Cap Value Fund | 18.46% | Mar 29, 2007 | PVCMX vs ARSMX | |
| Third Avenue Small Cap Value Fund | 18.59% | Apr 1, 1997 | PVCMX vs TASCX | |
| VELA Small Cap Fund | 18.97% | Sep 29, 2020 | PVCMX vs VESMX |
Lowest Drawdown Alternatives to PVCMX
PVCMX alternatives from the Small Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| North Star Dividend Fund | -10.48% | May 31, 2013 | PVCMX vs NSDVX | |
| Royce Special Equity Fund | -10.97% | May 1, 1998 | PVCMX vs RYSEX | |
| Third Avenue Small Cap Value Fund | -12.12% | Apr 1, 1997 | PVCMX vs TASCX | |
| James Micro Cap Fund | -12.23% | Jul 1, 2010 | PVCMX vs JMCRX | |
| AMG River Road Small-Mid Cap Value Fund | -12.25% | Mar 29, 2007 | PVCMX vs ARSMX |
Often Compared With PVCMX
What investors most often compare with PVCMX, based on PortfoliosLab usage data.
Compare PVCMX with Any Fund or Stock
Compare PVCMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.