PVIVX Alternatives & Similar Mutual Funds

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
FSSNX	Fidelity Small Cap Index Fund	0.03%	—	Sep 2011	PVIVX vs FSSNX
VSCPX	Vanguard Small-Cap Index Fund Institutional Plus S...	0.03%	—	Dec 2010	PVIVX vs VSCPX
VSCIX	Vanguard Small-Cap Index Fund Institutional Shares	0.03%	182.70B	Jul 1997	PVIVX vs VSCIX
SWSSX	Schwab Small-Cap Index Fund-Select Shares	0.04%	7.67B	May 1997	PVIVX vs SWSSX
VSMAX	Vanguard Small-Cap Index Fund Admiral Shares	0.05%	182.70B	Nov 2000	PVIVX vs VSMAX

Best Risk-Adjusted Alternatives to PVIVX

PVIVX has a PortfoliosLab risk / return rank of 72. There are 43 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 93.

Symbol	Name	Risk / Return Rank	AUM	Inception
WWSIX	Keeley Small Cap Fund Class Institutional	93	—	Apr 1997	PVIVX vs WWSIX
WESCX	TETON Westwood SmallCap Equity Fund	93	—	Apr 1997	PVIVX vs WESCX
GQSCX	Glenmede Quantitative U.S. Small Cap Equity Portfo...	90	—	Nov 2017	PVIVX vs GQSCX
MOPIX	MainStay WMC Small Companies Fund	90	—	Jan 1987	PVIVX vs MOPIX
RIVSX	River Oak Discovery Fund	90	—	Jun 2005	PVIVX vs RIVSX

Top Performing PVIVX Alternatives (YTD)

PVIVX is at 39.62% YTD. No mutual funds in the Small Cap Blend Equities category have higher YTD returns; the top-performing alternatives shown here go as high as 38.19%.

Symbol	Name	YTD Return	AUM	Inception
RYOTX	Royce Micro Cap Series Fund	38.19%	—	Dec 1991	PVIVX vs RYOTX
RIVSX	River Oak Discovery Fund	31.64%	—	Jun 2005	PVIVX vs RIVSX
WWSIX	Keeley Small Cap Fund Class Institutional	30.11%	—	Apr 1997	PVIVX vs WWSIX
WESCX	TETON Westwood SmallCap Equity Fund	29.96%	—	Apr 1997	PVIVX vs WESCX
MOPIX	MainStay WMC Small Companies Fund	29.26%	—	Jan 1987	PVIVX vs MOPIX

Lowest Volatility Alternatives to PVIVX

PVIVX has 26.11% 1-year volatility. There are 173 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 13.94%.

Symbol	Name	Volatility 1Y	AUM	Inception
HFCGX	Hennessy Cornerstone Growth Fund	13.94%	—	Nov 1996	PVIVX vs HFCGX
DFISX	DFA International Small Company Portfolio	14.33%	15.72B	Sep 1996	PVIVX vs DFISX
CSMDX	Copeland SMID Cap Dividend Growth Fund	14.61%	—	Feb 2017	PVIVX vs CSMDX
SSLCX	DWS Small Cap Core Fund	15.05%	—	Jul 2000	PVIVX vs SSLCX
BOSOX	Boston Trust Small Cap Fund	15.14%	—	—	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
IPSIX	Voya Index Plus SmallCap Portfolio	-7.63%	—	Dec 1997	PVIVX vs IPSIX
HFCGX	Hennessy Cornerstone Growth Fund	-7.82%	—	Nov 1996	PVIVX vs HFCGX
VSTCX	Vanguard Strategic Small-Cap Equity Fund	-8.08%	2.90B	Apr 2006	PVIVX vs VSTCX
DFSCX	DFA U.S. Micro Cap Portfolio	-8.17%	7.82B	Dec 1981	PVIVX vs DFSCX
SSCDX	Sit Small Cap Dividend Growth Fund	-8.22%	—	Mar 2015	PVIVX vs SSCDX

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
PFSLX	Paradigm Select Fund	Mid Cap Blend Equities	89	38.67%	—	Jan 2005	PVIVX vs PFSLX
PVFAX	Paradigm Value Fund	Small Cap Blend Equities	63	25.72%	—	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.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
FDM	First Trust Dow Jones Select MicroCap Index Fund	Small Cap Blend Equities	59	15.21%	260.87M	Sep 2005	PVIVX vs FDM
IWC	iShares Micro-Cap ETF	Small Cap Blend Equities	77	23.51%	1.49B	Aug 2005	PVIVX vs IWC
JMCRX	James Micro Cap Fund	Small Cap Value Equities	39	17.67%	—	Jul 2010	PVIVX vs JMCRX
FESM	Fidelity Enhanced Small Cap Core ETF	Small Cap Blend Equities	88	25.89%	5.78B	Dec 2007	PVIVX vs FESM
WMICX	Wasatch Micro Cap Fund	Small Cap Growth Equities	45	16.49%	—	Jun 1995	PVIVX vs WMICX
AVDV	Avantis International Small Cap Value ETF	Foreign Small & Mid Cap Equities	72	12.42%	18.99B	Sep 2019	PVIVX vs AVDV
XSMO	Invesco S&P SmallCap Momentum ETF	Momentum, Small Cap Growth Equities	61	22.91%	3.06B	Mar 2005	PVIVX vs XSMO
VSIAX	Vanguard Small-Cap Value Index Fund Admiral Shares	Small Cap Value Equities	53	15.28%	65.50B	Sep 2011	PVIVX vs VSIAX
XMMO	Invesco S&P MidCap Momentum ETF	Momentum, Mid Cap Growth Equities	51	16.50%	7.45B	Mar 2005	PVIVX vs XMMO
FNILX	Fidelity ZERO Large Cap Index Fund	Large Cap Blend Equities	58	10.25%	—	—	PVIVX vs FNILX
PQDI	Principal Spectrum Preferred and Income ETF	Preferred Stock/Convertible Bonds	60	1.59%	69.50M	Jun 2020	PVIVX vs PQDI
ADUS	Addus HomeCare Corporation		40	1.03%	—	—	PVIVX vs ADUS
BUFSX	Buffalo Small Cap Fund	Small Cap Growth Equities	18	14.27%	—	Apr 1998	PVIVX vs BUFSX
BIAUX	Brown Advisory Small-Cap Fundamental Value Fund	Small Cap Blend Equities	71	20.10%	—	Dec 2008	PVIVX vs BIAUX
VTI	Vanguard Total Stock Market ETF	Large Cap Blend Equities	67	11.37%	2.30T	May 2001	PVIVX vs VTI
NSIDX	Northern Small Cap Index Fund	Small Cap Blend Equities	68	19.72%	—	Sep 1999	PVIVX vs NSIDX
SLPAX	SEI Institutional Investments Trust Small Cap Fund	Small Cap Blend Equities	55	15.48%	—	Jun 1996	PVIVX vs SLPAX
VIPSX	Vanguard Inflation-Protected Securities Fund Inves...	Inflation-Protected Bonds	22	0.64%	28.40B	Jun 2000	PVIVX vs VIPSX
HASCX	Harbor Small Cap Value Fund	Small Cap Blend Equities	72	28.17%	—	Dec 2001	PVIVX vs HASCX
FDFF	Fidelity Disruptive Finance ETF	Financials Equities	5	-1.48%	41.26M	Apr 2020	PVIVX vs FDFF

Compare PVIVX with Any Fund or Stock

Compare PVIVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

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

Paradigm Micro-cap Fund (PVIVX) Alternatives