Private Capital Management Value Fund (VFPIX) Alternatives

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 funds that fit a different role in your portfolio.

Cheapest Alternatives to VFPIX

VFPIX charges 1.20% annually. Among mutual funds in the Small Cap Blend Equities category, these options have the lowest expense ratios among VFPIX alternatives.

Symbol	Name	Expense Ratio	Inception
FSSNX	Fidelity Small Cap Index Fund	0.03%	Sep 8, 2011	VFPIX vs FSSNX
VSCPX	Vanguard Small-Cap Index Fund Institutional Plus S...	0.03%	Dec 17, 2010	VFPIX vs VSCPX
SWSSX	Schwab Small-Cap Index Fund-Select Shares	0.04%	May 19, 1997	VFPIX vs SWSSX
VSCIX	Vanguard Small-Cap Index Fund Institutional Shares	0.04%	Jul 7, 1997	VFPIX vs VSCIX
VSMAX	Vanguard Small-Cap Index Fund Admiral Shares	0.05%	Nov 13, 2000	VFPIX vs VSMAX

Best Risk-Adjusted Alternatives to VFPIX

Among mutual funds in the Small Cap Blend 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
AUERX	Auer Growth Fund	90	Dec 28, 2007	VFPIX vs AUERX
DFISX	DFA International Small Company Portfolio	83	Sep 30, 1996	VFPIX vs DFISX
RYOTX	Royce Micro Cap Series Fund	83	Dec 31, 1991	VFPIX vs RYOTX
WESCX	TETON Westwood SmallCap Equity Fund	83	Apr 15, 1997	VFPIX vs WESCX
PRSVX	T. Rowe Price Small-Cap Value Fund	77	Jun 30, 1988	VFPIX vs PRSVX

Top Performing VFPIX Alternatives (YTD)

VFPIX alternatives from the Small Cap Blend Equities category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
HASCX	Harbor Small Cap Value Fund	8.12%	Dec 14, 2001	VFPIX vs HASCX
WESCX	TETON Westwood SmallCap Equity Fund	6.21%	Apr 15, 1997	VFPIX vs WESCX
RYOTX	Royce Micro Cap Series Fund	6.06%	Dec 31, 1991	VFPIX vs RYOTX
WEMMX	TETON Westwood Mighty Mites Fund	4.76%	May 11, 1998	VFPIX vs WEMMX
RIVSX	River Oak Discovery Fund	4.25%	Jun 30, 2005	VFPIX vs RIVSX

Lowest Volatility Alternatives to VFPIX

VFPIX alternatives from the Small Cap Blend Equities category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
DFISX	DFA International Small Company Portfolio	15.38%	Sep 30, 1996	VFPIX vs DFISX
SSLCX	DWS Small Cap Core Fund	17.54%	Jul 14, 2000	VFPIX vs SSLCX
HFCGX	Hennessy Cornerstone Growth Fund	18.55%	Nov 1, 1996	VFPIX vs HFCGX
BOSOX	Boston Trust Small Cap Fund	18.96%	—	VFPIX vs BOSOX
CSMDX	Copeland SMID Cap Dividend Growth Fund	19.31%	Feb 27, 2017	VFPIX vs CSMDX

Lowest Drawdown Alternatives to VFPIX

VFPIX alternatives from the Small Cap Blend Equities category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
SSLCX	DWS Small Cap Core Fund	-10.06%	Jul 14, 2000	VFPIX vs SSLCX
WEMMX	TETON Westwood Mighty Mites Fund	-11.39%	May 11, 1998	VFPIX vs WEMMX
CAMSX	Cambiar Small Cap Fund	-11.67%	Aug 31, 2004	VFPIX vs CAMSX
AZBIX	Virtus Small-Cap Fund	-11.76%	Jul 1, 2013	VFPIX vs AZBIX
BOSOX	Boston Trust Small Cap Fund	-11.89%	—	VFPIX vs BOSOX

Other Mutual Funds from BlackRock

Most popular BlackRock mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
NASDX	Shelton Capital Management Nasdaq-100 Index Fund D...	Large Cap Growth Equities	51	-9.12%	Jan 18, 2000	VFPIX vs NASDX
VFAIX	Vanguard Financials Index Fund Admiral Shares	Financials Equities	7	-11.11%	Feb 4, 2004	VFPIX vs VFAIX
VTMFX	Vanguard Tax-Managed Balanced Fund Admiral Shares	Diversified Portfolio	68	-3.56%	Sep 6, 1994	VFPIX vs VTMFX
VTCLX	Vanguard Tax-Managed Capital Appreciation Fund Adm...	Large Cap Blend Equities	46	-6.78%	Sep 6, 1994	VFPIX vs VTCLX
WFSPX	iShares S&P 500 Index Fund	S&P 500	46	-7.06%	Jul 30, 1993	VFPIX vs WFSPX
ECAT	BlackRock ESG Capital Allocation Term Trust	Derivative Income, ESG	16	-6.71%	Sep 28, 2021	VFPIX vs ECAT
LIVIX	BlackRock LifePath Index 2055 Fund	Target Retirement Date	62	-4.27%	May 30, 2011	VFPIX vs LIVIX
FASGX	Fidelity Asset Manager 70% Fund	Diversified Portfolio	70	-2.99%	Dec 30, 1991	VFPIX vs FASGX
ASFYX	AlphaSimplex Managed Futures Strategy Fund Class Y	Systematic Trend	8	6.59%	Jul 30, 2010	VFPIX vs ASFYX
BDJ	BlackRock Enhanced Equity Dividend Fund	Derivative Income	27	-7.23%	Aug 30, 2005	VFPIX vs BDJ

Often Compared With VFPIX

What investors most often compare with VFPIX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
NEAGX	Needham Aggressive Growth Fund	Small Cap Growth Equities	90	7.27%	Sep 4, 2001	VFPIX vs NEAGX
IWM	iShares Russell 2000 ETF	Small Cap Blend Equities	69	0.93%	May 22, 2000	VFPIX vs IWM

Compare VFPIX with Any Fund or Stock

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

Symbol name

Private Capital Management Value Fund

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