PCFAX vs. SSCVX
Compare and contrast key facts about PIMCO RAE PLUS Small Fund (PCFAX) and Columbia Select Small Cap Value Fund (SSCVX).
PCFAX is managed by PIMCO. It was launched on Sep 30, 2011. SSCVX is managed by Columbia. It was launched on Apr 25, 1997.
Performance
PCFAX vs. SSCVX - Performance Comparison
Loading graphics...
PCFAX vs. SSCVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PCFAX PIMCO RAE PLUS Small Fund | -2.26% | 6.44% | 20.44% | 17.64% | -12.75% | -38.68% | 9.25% | 21.17% | -12.42% | 12.52% |
SSCVX Columbia Select Small Cap Value Fund | 5.82% | 5.46% | 12.33% | 12.47% | -15.35% | 31.25% | 9.61% | 18.76% | -13.70% | 12.65% |
Returns By Period
In the year-to-date period, PCFAX achieves a -2.26% return, which is significantly lower than SSCVX's 5.82% return. Over the past 10 years, PCFAX has underperformed SSCVX with an annualized return of 2.97%, while SSCVX has yielded a comparatively higher 8.32% annualized return.
PCFAX
- 1D
- -1.02%
- 1M
- -7.53%
- YTD
- -2.26%
- 6M
- 1.07%
- 1Y
- 13.98%
- 3Y*
- 14.32%
- 5Y*
- -8.86%
- 10Y*
- 2.97%
SSCVX
- 1D
- -1.40%
- 1M
- -6.22%
- YTD
- 5.82%
- 6M
- 6.09%
- 1Y
- 22.66%
- 3Y*
- 11.20%
- 5Y*
- 5.67%
- 10Y*
- 8.32%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PCFAX vs. SSCVX - Expense Ratio Comparison
PCFAX has a 1.21% expense ratio, which is lower than SSCVX's 1.28% expense ratio.
Return for Risk
PCFAX vs. SSCVX — Risk / Return Rank
PCFAX
SSCVX
PCFAX vs. SSCVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO RAE PLUS Small Fund (PCFAX) and Columbia Select Small Cap Value Fund (SSCVX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| PCFAX | SSCVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.64 | 1.00 | -0.36 |
Sortino ratioReturn per unit of downside risk | 1.04 | 1.51 | -0.47 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.21 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.78 | 1.32 | -0.54 |
Martin ratioReturn relative to average drawdown | 3.10 | 5.44 | -2.33 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| PCFAX | SSCVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.64 | 1.00 | -0.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.26 | 0.27 | -0.53 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.10 | 0.36 | -0.26 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.07 | 0.31 | -0.24 |
Correlation
The correlation between PCFAX and SSCVX is 0.92, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
PCFAX vs. SSCVX - Dividend Comparison
PCFAX's dividend yield for the trailing twelve months is around 3.04%, less than SSCVX's 10.36% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PCFAX PIMCO RAE PLUS Small Fund | 3.04% | 2.26% | 6.30% | 1.99% | 13.66% | 100.48% | 18.04% | 2.29% | 12.48% | 8.98% | 0.00% | 26.20% |
SSCVX Columbia Select Small Cap Value Fund | 10.36% | 10.96% | 20.45% | 6.56% | 4.62% | 6.64% | 6.45% | 0.12% | 7.59% | 13.50% | 6.18% | 12.44% |
Drawdowns
PCFAX vs. SSCVX - Drawdown Comparison
The maximum PCFAX drawdown since its inception was -68.63%, which is greater than SSCVX's maximum drawdown of -65.34%. Use the drawdown chart below to compare losses from any high point for PCFAX and SSCVX.
Loading graphics...
Drawdown Indicators
| PCFAX | SSCVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.63% | -65.34% | -3.29% |
Max Drawdown (1Y)Largest decline over 1 year | -15.66% | -15.41% | -0.25% |
Max Drawdown (5Y)Largest decline over 5 years | -68.63% | -29.22% | -39.41% |
Max Drawdown (10Y)Largest decline over 10 years | -68.63% | -48.87% | -19.76% |
Current DrawdownCurrent decline from peak | -47.97% | -7.88% | -40.09% |
Average DrawdownAverage peak-to-trough decline | -25.60% | -11.91% | -13.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.92% | 3.74% | +0.18% |
Volatility
PCFAX vs. SSCVX - Volatility Comparison
The current volatility for PIMCO RAE PLUS Small Fund (PCFAX) is 5.35%, while Columbia Select Small Cap Value Fund (SSCVX) has a volatility of 6.07%. This indicates that PCFAX experiences smaller price fluctuations and is considered to be less risky than SSCVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| PCFAX | SSCVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.35% | 6.07% | -0.72% |
Volatility (6M)Calculated over the trailing 6-month period | 12.61% | 12.52% | +0.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.79% | 22.83% | -0.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 34.01% | 21.18% | +12.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.34% | 23.44% | +6.90% |