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 Shares | 0.03% | 182.70B | Jul 1997 | VFPIX vs VSCIX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | VFPIX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.67B | May 1997 | VFPIX vs SWSSX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 182.70B | Nov 2000 | VFPIX vs VSMAX |
Best Risk-Adjusted Alternatives to VFPIX
VFPIX has a PortfoliosLab risk / return rank of 23. There are 158 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 | |
|---|---|---|---|---|---|
| Keeley Small Cap Fund Class Institutional | 93 | — | Apr 1997 | VFPIX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 93 | — | Apr 1997 | VFPIX vs WESCX | |
| Glenmede Quantitative U.S. Small Cap Equity Portfo... | 92 | — | Nov 2017 | VFPIX vs GQSCX | |
| MainStay WMC Small Companies Fund | 89 | — | Jan 1987 | VFPIX vs MOPIX | |
| Voya Index Plus SmallCap Portfolio | 89 | — | Dec 1997 | VFPIX vs IPSIX |
Top Performing VFPIX Alternatives (YTD)
VFPIX is at 13.73% YTD. There are 157 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 39.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Micro-cap Fund | 39.95% | — | Dec 2007 | VFPIX vs PVIVX | |
| Royce Micro Cap Series Fund | 39.00% | — | Dec 1991 | VFPIX vs RYOTX | |
| Keeley Small Cap Fund Class Institutional | 31.05% | — | Apr 1997 | VFPIX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 30.86% | — | Apr 1997 | VFPIX vs WESCX | |
| River Oak Discovery Fund | 30.82% | — | Jun 2005 | VFPIX vs RIVSX |
Lowest Volatility Alternatives to VFPIX
VFPIX has 17.86% 1-year volatility. There are 79 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 13.81%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 13.81% | — | Nov 1996 | VFPIX vs HFCGX | |
| DFA International Small Company Portfolio | 14.32% | 15.72B | Sep 1996 | VFPIX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.44% | — | Feb 2017 | VFPIX vs CSMDX | |
| DWS Small Cap Core Fund | 14.95% | — | Jul 2000 | VFPIX vs SSLCX | |
| FullerThaler Behavioral Small-Cap Equity Fund Clas... | 15.03% | — | Sep 2011 | VFPIX vs FTHSX |
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% | 2.90B | Apr 2006 | VFPIX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | 7.82B | Dec 1981 | VFPIX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | VFPIX vs SSCDX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | Tactical Allocation, Derivative Income, ESG | 28 | 12.88% | — | Sep 2021 | VFPIX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 57 | 10.73% | — | Jul 1993 | VFPIX vs WFSPX | |
| BlackRock Global Equity Market Neutral Fund Class ... | Equity Market Neutral | 95 | 11.04% | — | Dec 2012 | VFPIX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 55 | 11.52% | — | May 2011 | VFPIX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 67 | 10.97% | — | Dec 1991 | VFPIX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 50 | 9.95% | — | Jul 2010 | VFPIX vs ASFYX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 36 | 6.21% | — | Aug 2005 | VFPIX vs BDJ | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 29 | 26.29% | — | Apr 2000 | VFPIX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 73 | 6.93% | — | Oct 2007 | VFPIX vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 65 | 12.98% | — | Sep 1999 | VFPIX vs FAMRX |
Often Compared With VFPIX
Investors most often compare VFPIX with NEAGX, IWM, AUERX. These 20 comparison targets span 7 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