Paradigm Value Fund (PVFAX) Alternatives
Paradigm Value Fund (PVFAX) belongs to the Small 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 PVFAX. 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 PVFAX
PVFAX charges 1.50% annually. Among mutual funds in the Small Cap Blend Equities category, these options have the lowest expense ratios among PVFAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | Sep 8, 2011 | PVFAX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | Dec 17, 2010 | PVFAX vs VSCPX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | Jul 7, 1997 | PVFAX vs VSCIX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | May 19, 1997 | PVFAX vs SWSSX | |
| TIAA-CREF Small-Cap Blend Index Fund | 0.05% | Oct 1, 2002 | PVFAX vs TISBX |
Best Risk-Adjusted Alternatives to PVFAX
Among mutual funds in the Small 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 | |
|---|---|---|---|---|
| Auer Growth Fund | 90 | Dec 28, 2007 | PVFAX vs AUERX | |
| DFA International Small Company Portfolio | 83 | Sep 30, 1996 | PVFAX vs DFISX | |
| Royce Micro Cap Series Fund | 83 | Dec 31, 1991 | PVFAX vs RYOTX | |
| TETON Westwood SmallCap Equity Fund | 83 | Apr 15, 1997 | PVFAX vs WESCX | |
| T. Rowe Price Small-Cap Value Fund | 77 | Jun 30, 1988 | PVFAX vs PRSVX |
Top Performing PVFAX Alternatives (YTD)
PVFAX alternatives from the Small Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Harbor Small Cap Value Fund | 8.12% | Dec 14, 2001 | PVFAX vs HASCX | |
| TETON Westwood SmallCap Equity Fund | 6.21% | Apr 15, 1997 | PVFAX vs WESCX | |
| Royce Micro Cap Series Fund | 6.06% | Dec 31, 1991 | PVFAX vs RYOTX | |
| TETON Westwood Mighty Mites Fund | 4.76% | May 11, 1998 | PVFAX vs WEMMX | |
| River Oak Discovery Fund | 4.25% | Jun 30, 2005 | PVFAX vs RIVSX |
Lowest Volatility Alternatives to PVFAX
PVFAX alternatives from the Small Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA International Small Company Portfolio | 15.38% | Sep 30, 1996 | PVFAX vs DFISX | |
| DWS Small Cap Core Fund | 17.54% | Jul 14, 2000 | PVFAX vs SSLCX | |
| Hennessy Cornerstone Growth Fund | 18.55% | Nov 1, 1996 | PVFAX vs HFCGX | |
| Boston Trust Small Cap Fund | 18.96% | — | PVFAX vs BOSOX | |
| Copeland SMID Cap Dividend Growth Fund | 19.31% | Feb 27, 2017 | PVFAX vs CSMDX |
Lowest Drawdown Alternatives to PVFAX
PVFAX alternatives from the Small Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DWS Small Cap Core Fund | -10.06% | Jul 14, 2000 | PVFAX vs SSLCX | |
| TETON Westwood Mighty Mites Fund | -11.39% | May 11, 1998 | PVFAX vs WEMMX | |
| Cambiar Small Cap Fund | -11.67% | Aug 31, 2004 | PVFAX vs CAMSX | |
| Virtus Small-Cap Fund | -11.76% | Jul 1, 2013 | PVFAX vs AZBIX | |
| Boston Trust Small Cap Fund | -11.89% | — | PVFAX vs BOSOX |
Other Mutual Funds from Paradigm Funds
Most popular Paradigm Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Paradigm Micro-cap Fund | Small Cap Blend Equities | 15 | -1.09% | Dec 31, 2007 | PVFAX vs PVIVX | |
| Paradigm Select Fund | Mid Cap Blend Equities | 82 | 6.58% | Jan 3, 2005 | PVFAX vs PFSLX |
Often Compared With PVFAX
What investors most often compare with PVFAX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Putnam Global Technology Fund | Technology Equities | 66 | -8.01% | Dec 17, 2008 | PVFAX vs PGTYX |
Compare PVFAX with Any Fund or Stock
Compare PVFAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.