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 a closer substitute for your current allocation.
Cheapest Alternatives to PVFAX
PVFAX charges 1.50% annually. There are 159 mutual funds in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | — | Sep 2011 | PVFAX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | PVFAX vs VSCPX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | 177.40B | Jul 1997 | PVFAX vs VSCIX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.51B | May 1997 | PVFAX vs SWSSX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 177.40B | Nov 2000 | PVFAX vs VSMAX |
Best Risk-Adjusted Alternatives to PVFAX
PVFAX has a PortfoliosLab risk / return rank of 59. There are 70 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| MainStay WMC Small Companies Fund | 91 | — | Jan 1987 | PVFAX vs MOPIX | |
| Auer Growth Fund | 90 | — | Dec 2007 | PVFAX vs AUERX | |
| River Oak Discovery Fund | 90 | — | Jun 2005 | PVFAX vs RIVSX | |
| TETON Westwood SmallCap Equity Fund | 89 | — | Apr 1997 | PVFAX vs WESCX | |
| Keeley Small Cap Fund Class Institutional | 89 | — | Apr 1997 | PVFAX vs WWSIX |
Top Performing PVFAX Alternatives (YTD)
PVFAX is at 22.24% YTD. There are 10 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 37.74%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Royce Micro Cap Series Fund | 37.74% | — | Dec 1991 | PVFAX vs RYOTX | |
| River Oak Discovery Fund | 32.82% | — | Jun 2005 | PVFAX vs RIVSX | |
| Paradigm Micro-cap Fund | 32.57% | — | Dec 2007 | PVFAX vs PVIVX | |
| Hodges Small Cap Fund | 31.07% | — | Dec 2007 | PVFAX vs HDPSX | |
| MainStay WMC Small Companies Fund | 27.70% | — | Jan 1987 | PVFAX vs MOPIX |
Lowest Volatility Alternatives to PVFAX
PVFAX has 20.56% 1-year volatility. There are 161 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 12.96%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 12.96% | — | Nov 1996 | PVFAX vs HFCGX | |
| DFA International Small Company Portfolio | 13.77% | — | Sep 1996 | PVFAX vs DFISX | |
| DWS Small Cap Core Fund | 14.28% | — | Jul 2000 | PVFAX vs SSLCX | |
| Copeland SMID Cap Dividend Growth Fund | 14.46% | — | Feb 2017 | PVFAX vs CSMDX | |
| Boston Trust Small Cap Fund | 15.10% | — | — | PVFAX vs BOSOX |
Lowest Drawdown Alternatives to PVFAX
PVFAX has a 1-year max drawdown of -12.81%. There are 155 mutual funds in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -7.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Index Plus SmallCap Portfolio | -7.63% | — | Dec 1997 | PVFAX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | PVFAX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.80B | Apr 2006 | PVFAX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | — | Dec 1981 | PVFAX vs DFSCX | |
| Brown Advisory Small-Cap Fundamental Value Fund | -8.22% | — | Dec 2008 | PVFAX vs BIAUX |
Other Mutual Funds from Paradigm Funds
The 1 most viewed Paradigm Funds mutual funds shown here include PFSLX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Paradigm Select Fund | Mid Cap Blend Equities | 92 | 42.35% | — | Jan 2005 | PVFAX vs PFSLX |
Often Compared With PVFAX
Investors most often compare PVFAX with PGTYX, HASCX, PRSVX. These 12 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare PVFAX with Any Fund or Stock
Compare PVFAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PVFAX with funds that move differently
Paradigm Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PVFAX.
Explore PVFAX Diversifiers