PIMCO RAE PLUS Fund (PXTIX) Alternatives
PIMCO RAE PLUS Fund (PXTIX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PXTIX. 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 PXTIX
PXTIX charges 0.80% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among PXTIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | PXTIX vs FBLEX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | PXTIX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | PXTIX vs SWLVX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | PXTIX vs VIVIX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | PXTIX vs VVIAX |
Best Risk-Adjusted Alternatives to PXTIX
Among mutual funds in the Large Cap Value 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 | |
|---|---|---|---|---|
| Vanguard International High Dividend Yield Index F... | 92 | Mar 2, 2016 | PXTIX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | PXTIX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | PXTIX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | PXTIX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | PXTIX vs VALAX |
Top Performing PXTIX Alternatives (YTD)
PXTIX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | PXTIX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | PXTIX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | PXTIX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | PXTIX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | PXTIX vs HFCVX |
Lowest Volatility Alternatives to PXTIX
PXTIX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.68% | Feb 1, 2021 | PXTIX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | PXTIX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | PXTIX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | PXTIX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | PXTIX vs ACIIX |
Lowest Drawdown Alternatives to PXTIX
PXTIX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | PXTIX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | PXTIX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | PXTIX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | PXTIX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | PXTIX vs PSECX |
Other Mutual Funds from PIMCO
Most popular PIMCO mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| PIMCO Income Fund Institutional Class | Total Bond Market | 81 | -1.36% | Mar 30, 2007 | PXTIX vs PIMIX | |
| PIMCO Income Fund Class A | Multisector Bonds | 78 | -1.42% | Apr 2, 2007 | PXTIX vs PONAX | |
| PIMCO Total Return Fund Institutional Class | Total Bond Market | 53 | -1.02% | — | PXTIX vs PTTRX | |
| PIMCO Corporate & Income Strategy Fund | Multisector Bonds | 3 | -4.21% | Dec 20, 2001 | PXTIX vs PCN | |
| PIMCO Income Fund Class I-2 | Total Bond Market | 80 | -1.37% | — | PXTIX vs PONPX | |
| PIMCO StocksPLUS Long Duration Fund Class I | Diversified Portfolio, Actively Managed | 10 | -9.19% | Aug 31, 2007 | PXTIX vs PSLDX | |
| PIMCO Income Strategy Fund II | Multisector Bonds | 11 | -5.40% | Oct 27, 2004 | PXTIX vs PFN | |
| PIMCO International Bond Fund (U.S. Dollar-Hedged) | Global Bonds | 24 | -2.23% | Dec 1, 1992 | PXTIX vs PFORX | |
| PIMCO StocksPLUS International Fund (U.S. Dollar-H... | Foreign Large Cap Equities | 24 | -0.85% | Oct 31, 2003 | PXTIX vs PISIX | |
| PIMCO RAE US Small Fund | Small Cap Value Equities | 28 | -0.95% | Jun 5, 2015 | PXTIX vs PMJIX |
Often Compared With PXTIX
What investors most often compare with PXTIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| JPMorgan Equity Premium Income ETF | Actively Managed, Dividend, Derivative Income | 39 | 0.20% | May 20, 2020 | PXTIX vs JEPI | |
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | PXTIX vs SPY | |
| NEOS Nasdaq-100 High Income ETF | Derivative Income | 72 | -4.41% | Jan 29, 2024 | PXTIX vs QQQI | |
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | PXTIX vs VOO | |
| Ariel Fund | Mid Cap Value Equities | 35 | -4.69% | Nov 6, 1986 | PXTIX vs ARGFX | |
| PIMCO RAE PLUS International Fund | Foreign Large Cap Equities | 92 | 7.77% | Sep 29, 2011 | PXTIX vs PTSIX | |
| iShares Russell 3000 ETF | Large Cap Blend Equities | 64 | -3.99% | May 22, 2000 | PXTIX vs IWV | |
| iShares Core S&P 500 ETF | S&P 500 | 65 | -4.38% | May 15, 2000 | PXTIX vs IVV | |
| TIAA-CREF Large-Cap Value Index Fund | Large Cap Value Equities | 48 | -0.04% | Oct 1, 2002 | PXTIX vs TILVX |
Compare PXTIX with Any Fund or Stock
Compare PXTIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.