Paradigm Micro-cap Fund (PVIVX) 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 PVIVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PVIVX
PVIVX charges 1.25% annually. There are 137 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 | PVIVX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | PVIVX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.51B | May 1997 | PVIVX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | 177.40B | Jul 1997 | PVIVX vs VSCIX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 177.40B | Nov 2000 | PVIVX vs VSMAX |
Best Risk-Adjusted Alternatives to PVIVX
PVIVX has a PortfoliosLab risk / return rank of 53. There are 91 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 | PVIVX vs MOPIX | |
| Auer Growth Fund | 90 | — | Dec 2007 | PVIVX vs AUERX | |
| River Oak Discovery Fund | 90 | — | Jun 2005 | PVIVX vs RIVSX | |
| TETON Westwood SmallCap Equity Fund | 89 | — | Apr 1997 | PVIVX vs WESCX | |
| Keeley Small Cap Fund Class Institutional | 89 | — | Apr 1997 | PVIVX vs WWSIX |
Top Performing PVIVX Alternatives (YTD)
PVIVX is at 32.57% YTD. There are 2 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 | PVIVX vs RYOTX | |
| River Oak Discovery Fund | 32.82% | — | Jun 2005 | PVIVX vs RIVSX | |
| Hodges Small Cap Fund | 31.07% | — | Dec 2007 | PVIVX vs HDPSX | |
| MainStay WMC Small Companies Fund | 27.70% | — | Jan 1987 | PVIVX vs MOPIX | |
| Keeley Small Cap Fund Class Institutional | 26.69% | — | Apr 1997 | PVIVX vs WWSIX |
Lowest Volatility Alternatives to PVIVX
PVIVX has 25.24% 1-year volatility. There are 172 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 | PVIVX vs HFCGX | |
| DFA International Small Company Portfolio | 13.77% | — | Sep 1996 | PVIVX vs DFISX | |
| DWS Small Cap Core Fund | 14.28% | — | Jul 2000 | PVIVX vs SSLCX | |
| Copeland SMID Cap Dividend Growth Fund | 14.46% | — | Feb 2017 | PVIVX vs CSMDX | |
| Boston Trust Small Cap Fund | 15.10% | — | — | PVIVX vs BOSOX |
Lowest Drawdown Alternatives to PVIVX
PVIVX has a 1-year max drawdown of -14.84%. There are 169 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 | PVIVX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | PVIVX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.80B | Apr 2006 | PVIVX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | — | Dec 1981 | PVIVX vs DFSCX | |
| Brown Advisory Small-Cap Fundamental Value Fund | -8.22% | — | Dec 2008 | PVIVX vs BIAUX |
Other Mutual Funds from Paradigm Funds
The 2 most viewed Paradigm Funds mutual funds shown here include PFSLX, PVFAX and span 2 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Paradigm Select Fund | Mid Cap Blend Equities | 92 | 42.35% | — | Jan 2005 | PVIVX vs PFSLX | |
| Paradigm Value Fund | Small Cap Blend Equities | 59 | 22.24% | — | Dec 2002 | PVIVX vs PVFAX |
Often Compared With PVIVX
Investors most often compare PVIVX with FDM, IWC, JMCRX. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare PVIVX with Any Fund or Stock
Compare PVIVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PVIVX with funds that move differently
Paradigm Micro-cap Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PVIVX.
Explore PVIVX Diversifiers