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 a closer substitute for your current allocation.
Cheapest Alternatives to PVCMX
PVCMX charges 1.30% annually. There are 102 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 | PVCMX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | PVCMX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 65.50B | Sep 2011 | PVCMX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | PVCMX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | PVCMX vs VSMVX |
Best Risk-Adjusted Alternatives to PVCMX
PVCMX has a PortfoliosLab risk / return rank of 35. There are 99 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Aegis Value Fund | 90 | — | May 1998 | PVCMX vs AVALX | |
| Victory Integrity Discovery Fund | 89 | — | Dec 1996 | PVCMX vs MMEYX | |
| Transamerica Small Cap Value | 88 | — | Jan 2003 | PVCMX vs TSLTX | |
| VY Columbia Small Cap Value II Portfolio | 86 | — | Apr 2006 | PVCMX vs ICISX | |
| Third Avenue Small Cap Value Fund | 86 | — | Apr 1997 | PVCMX vs TASCX |
Top Performing PVCMX Alternatives (YTD)
PVCMX is at 3.29% YTD. There are 126 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 34.12%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 34.12% | — | Dec 1996 | PVCMX vs MMEYX | |
| Royce Opportunity Fund | 29.57% | — | Nov 1996 | PVCMX vs RYPNX | |
| First Eagle Small Cap Opportunity Fund | 28.34% | — | Apr 2021 | PVCMX vs FESCX | |
| Invesco Small Cap Value Fund | 27.70% | — | Jun 1999 | PVCMX vs VSCAX | |
| Columbia Select Small Cap Value Fund | 26.68% | — | Apr 1997 | PVCMX vs SSCVX |
Lowest Volatility Alternatives to PVCMX
PVCMX has 4.30% 1-year volatility. There is 1 mutual fund in the Small Cap Value Equities category with lower 1-year volatility, going as low as 0.66%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro SMID Cap Equity Fund | 0.66% | — | Sep 2017 | PVCMX vs SHDPX | |
| Third Avenue Small Cap Value Fund | 14.18% | — | Apr 1997 | PVCMX vs TASCX | |
| VELA Small Cap Fund | 14.29% | — | Sep 2020 | PVCMX vs VESMX | |
| Royce Special Equity Fund | 14.30% | — | May 1998 | PVCMX vs RYSEX | |
| AMG River Road Small-Mid Cap Value Fund | 14.45% | — | Mar 2007 | PVCMX vs ARSMX |
Lowest Drawdown Alternatives to PVCMX
PVCMX has a 1-year max drawdown of -2.81%. No mutual funds in the Small Cap Value Equities category have shallower 1-year drawdowns; the lowest-drawdown alternatives shown here go as shallow as -6.29%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | PVCMX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | PVCMX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | PVCMX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | PVCMX vs TSLTX | |
| Columbia Select Small Cap Value Fund | -7.88% | — | Apr 1997 | PVCMX vs SSCVX |
Often Compared With PVCMX
Investors most often compare PVCMX with AXVIX, CSMIX, CUSIX. These 20 comparison targets span 1 categories, 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.
Pair PVCMX with funds that move differently
Palm Valley Capital Fund Investor Class alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PVCMX.
Explore PVCMX Diversifiers