Private Capital Management Value Fund (VFPIX) 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 VFPIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VFPIX
VFPIX charges 1.20% annually. There are 129 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 | VFPIX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | VFPIX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.51B | May 1997 | VFPIX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | 177.40B | Jul 1997 | VFPIX vs VSCIX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 177.40B | Nov 2000 | VFPIX vs VSMAX |
Best Risk-Adjusted Alternatives to VFPIX
VFPIX has a PortfoliosLab risk / return rank of 9. There are 166 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 | VFPIX vs MOPIX | |
| Auer Growth Fund | 90 | — | Dec 2007 | VFPIX vs AUERX | |
| River Oak Discovery Fund | 90 | — | Jun 2005 | VFPIX vs RIVSX | |
| TETON Westwood SmallCap Equity Fund | 89 | — | Apr 1997 | VFPIX vs WESCX | |
| Keeley Small Cap Fund Class Institutional | 89 | — | Apr 1997 | VFPIX vs WWSIX |
Top Performing VFPIX Alternatives (YTD)
VFPIX is at 0.86% YTD. There are 171 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 | VFPIX vs RYOTX | |
| River Oak Discovery Fund | 32.82% | — | Jun 2005 | VFPIX vs RIVSX | |
| Paradigm Micro-cap Fund | 32.57% | — | Dec 2007 | VFPIX vs PVIVX | |
| Hodges Small Cap Fund | 31.07% | — | Dec 2007 | VFPIX vs HDPSX | |
| MainStay WMC Small Companies Fund | 27.70% | — | Jan 1987 | VFPIX vs MOPIX |
Lowest Volatility Alternatives to VFPIX
VFPIX has 17.83% 1-year volatility. There are 90 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 | VFPIX vs HFCGX | |
| DFA International Small Company Portfolio | 13.77% | — | Sep 1996 | VFPIX vs DFISX | |
| DWS Small Cap Core Fund | 14.28% | — | Jul 2000 | VFPIX vs SSLCX | |
| Copeland SMID Cap Dividend Growth Fund | 14.46% | — | Feb 2017 | VFPIX vs CSMDX | |
| Boston Trust Small Cap Fund | 15.10% | — | — | VFPIX vs BOSOX |
Lowest Drawdown Alternatives to VFPIX
VFPIX has a 1-year max drawdown of -13.74%. There are 166 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 | VFPIX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | VFPIX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.80B | Apr 2006 | VFPIX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | — | Dec 1981 | VFPIX vs DFSCX | |
| Brown Advisory Small-Cap Fundamental Value Fund | -8.22% | — | Dec 2008 | VFPIX vs BIAUX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include NASDX, VFAIX, VTMFX and span 10 categories. AUM among these funds goes as high as $29B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Shelton Capital Management Nasdaq-100 Index Fund D... | Large Cap Growth Equities | 75 | 21.38% | — | Jan 2000 | VFPIX vs NASDX | |
| Vanguard Financials Index Fund Admiral Shares | Financials Equities | 4 | -5.08% | 13.70B | Feb 2004 | VFPIX vs VFAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | Diversified Portfolio | 81 | 6.03% | 11.90B | Sep 1994 | VFPIX vs VTMFX | |
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | Large Cap Blend Equities | 70 | 11.31% | 28.60B | Sep 1994 | VFPIX vs VTCLX | |
| iShares S&P 500 Index Fund | S&P 500 | 73 | 11.69% | — | Jul 1993 | VFPIX vs WFSPX | |
| BlackRock ESG Capital Allocation Term Trust | Derivative Income, ESG | 28 | 11.23% | — | Sep 2021 | VFPIX vs ECAT | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 69 | 13.10% | — | May 2011 | VFPIX vs LIVIX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 92 | 12.48% | — | Dec 2012 | VFPIX vs BDMIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 77 | 11.93% | — | Dec 1991 | VFPIX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 67 | 15.25% | — | Jul 2010 | VFPIX vs ASFYX |
Often Compared With VFPIX
Investors most often compare VFPIX with NEAGX, IWM, BDJ. These 13 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare VFPIX with Any Fund or Stock
Compare VFPIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VFPIX with funds that move differently
Private Capital Management Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VFPIX.
Explore VFPIX Diversifiers