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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%.


Best Risk-Adjusted Alternatives to PVIVX

PVIVX has a PortfoliosLab risk / return rank of 53. There are 84 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 91.


Top Performing PVIVX Alternatives (YTD)

PVIVX is at 32.57% YTD. There is 1 mutual fund in the Small Cap Blend Equities category with a higher YTD return, going as high as 35.57%.


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%.


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%.


Other Mutual Funds from Paradigm Funds

The 2 most viewed Paradigm Funds mutual funds shown here include PFSLX, PVFAX and span 2 categories.


SymbolNameCategoryRisk / Return RankYTD ReturnAUMInception
Paradigm Select FundMid Cap Blend Equities
89
35.49%
Jan 2005PVIVX vs PFSLX
Paradigm Value FundSmall Cap Blend Equities
51
19.45%
Dec 2002PVIVX 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.


SymbolNameCategoryRisk / Return RankYTD ReturnAUMInception
First Trust Dow Jones Select MicroCap Index FundSmall Cap Blend Equities
47
7.48%
249.03MSep 2005PVIVX vs FDM
iShares Micro-Cap ETFSmall Cap Blend Equities
71
18.97%
1.44BAug 2005PVIVX vs IWC
James Micro Cap FundSmall Cap Value Equities
37
13.25%
Jul 2010PVIVX vs JMCRX
Fidelity Enhanced Small Cap ETFSmall Cap Blend Equities
76
19.64%
5.00BDec 2007PVIVX vs FESM
Wasatch Micro Cap FundSmall Cap Growth Equities
29
13.38%
Jun 1995PVIVX vs WMICX
Avantis International Small Cap Value ETFForeign Small & Mid Cap Equities
78
16.04%
19.44BSep 2019PVIVX vs AVDV
Invesco S&P SmallCap Momentum ETFMomentum, Small Cap Growth Equities
58
21.96%
2.89BMar 2005PVIVX vs XSMO
Vanguard Small-Cap Value Index Fund Admiral SharesSmall Cap Value Equities
48
12.06%
64.90BSep 2011PVIVX vs VSIAX
Invesco S&P MidCap Momentum ETFMomentum, Mid Cap Growth Equities
67
23.73%
7.49BMar 2005PVIVX vs XMMO
Fidelity ZERO Large Cap Index FundLarge Cap Blend Equities
71
11.56%
PVIVX vs FNILX
Principal Spectrum Preferred and Income ETFPreferred Stock/Convertible Bonds
63
1.19%
68.90MJun 2020PVIVX vs PQDI
Buffalo Small Cap FundSmall Cap Growth Equities
15
11.57%
Apr 1998PVIVX vs BUFSX
Addus HomeCare Corporation
11
-17.60%
PVIVX vs ADUS
Harbor Small Cap Value FundSmall Cap Blend Equities
63
24.07%
Dec 2001PVIVX vs HASCX
Sit Small Cap Dividend Growth FundSmall Cap Blend Equities
57
14.71%
Mar 2015PVIVX vs SSCDX
Vanguard Inflation-Protected Securities Fund Inves...Inflation-Protected Bonds
32
1.59%
28.20BJun 2000PVIVX vs VIPSX
Vanguard Small-Cap Index Fund Admiral SharesSmall Cap Blend Equities
54
14.94%
177.40BNov 2000PVIVX vs VSMAX
Vanguard Total Stock Market ETFLarge Cap Blend Equities
68
11.20%
2.20TMay 2001PVIVX vs VTI
SEI Institutional Investments Trust Small Cap FundSmall Cap Blend Equities
46
12.87%
Jun 1996PVIVX vs SLPAX
Vanguard Total International Stock ETFGlobal Equities
60
14.25%
629.30BJan 2011PVIVX vs VXUS

Compare PVIVX with Any Fund or Stock

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


 

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