PCSMX

Active

SmallCap Growth Fund I

Category: US Equity (9,528 funds)

Expense Ratio
1.44%
Annual Cost per $10K
$144.00
30-Year Fee Drag per $10K
$25,426
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+14.97%

Asset Allocation

US Equity
89%
Intl Equity
6%
Cash
5%

Fee Comparison

PCSMX
1.44%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

36% more expensive than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of October 2025 · Updated quarterly

+45.98%3Y
Compare to

Fee Impact Calculator

$
%
PCSMX at 1.44%$253,485
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$127,128
Cost vs index fund−$123,940

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of October 2025

TickerNameER
PCSMXSmallCap Growth Fund I1.44%
CICEXInvestment Co of America0.85%
JLGMXJPMorgan Large Cap Growth Fund0.94%
CDIRXColumbia Dividend Income Fund1.15%
FBCCXFidelity Blue Chip Growth Fund0.97%
MEGRXMFS Growth Fund1.08%
OIEFXJPMorgan Equity Income Fund0.95%
RPMGXT. Rowe Price Mid-Cap Growth Fund, Inc.0.75%
FOCKXFidelity OTC Portfolio1.05%
PAVLXT. Rowe Price Value Fund, Inc.0.94%
JMUEXJPMorgan U.S. Equity Fund0.94%
FAGOXFidelity Advisor Growth Opportunities Fund0.99%
FDNRXFranklin Dynatech Fund1.07%
FRDPXFranklin Rising Dividends Fund0.83%
PPNMXSmallCap Growth Fund I1.44%
JVMAXDisciplined Value Mid Cap Fund0.74%
TADGXT. Rowe Price Dividend Growth Fund, Inc.0.89%
OAYMXOakmark Fund0.68%
JHQAXJPMorgan Hedged Equity Fund0.82%
PAWAXT. Rowe Price All-Cap Opportunities Fund1.05%
PAFDXT. Rowe Price Equity Income Fund0.98%
UBVAXUndiscovered Managers Behavioral Value Fund1.24%
FNITXFidelity Advisor New Insights Fund1.15%
JDVFXDisciplined Value Fund1.71%
JGACXJPMorgan Growth Advantage Fund0.99%
CCIFXColumbia Seligman Technology and Information Fund0.91%
NLSAXNeuberger Berman Long Short Fund1.68%
FRGSXFranklin Growth Fund1.54%
IHGIXTHE HARTFORD DIVIDEND AND GROWTH FUND0.96%
VAFAXInvesco American Franchise Fund0.93%
SHISXBlackRock Health Sciences Opportunities Portfolio1.15%
JMGFXJPMorgan Mid Cap Growth Fund1.09%
SBLGXClearBridge Large Cap Growth Fund1.01%
JSECXJPMorgan Small Cap Equity Fund1.24%
RRMVXT. Rowe Price Mid-Cap Value Fund, Inc.1.35%
MLAAXNYLI Winslow Large Cap Growth Fund0.94%
PRSVXT. Rowe Price Small-Cap Value Fund, Inc.0.77%
CCASXCONESTOGA SMALL CAP FUND1.10%
PABVXMidCap Value Fund I1.19%
JGAQXJPMorgan Value Advantage Fund0.99%
JCMAXJPMorgan Mid Cap Equity Fund1.09%
GOGFXVictory Sycamore Small Company Opportunity Fund1.23%
BDSAXBlackRock Advantage Small Cap Core Fund1.50%
PRDSXT. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund0.79%
MEFAXMassMutual Mid Cap Growth Fund1.11%
PASTXT. Rowe Price Science & Technology Fund, Inc.1.06%
FCPVXFidelity Small Cap Value Fund1.20%
POLRXPolen Growth Fund1.22%
SVFIXSmead Value Fund0.90%
CSIEXCalvert Equity Fund0.90%
LGLAXLord Abbett Growth Leaders Fund0.90%
DAGVXBNY Mellon Dynamic Value Fund0.93%
JENIXThe Jensen Quality Growth Fund Inc1.26%
MSRRXMFS Research Fund1.02%
LMPIXClearBridge Appreciation Fund1.00%
HFMCXTHE HARTFORD MIDCAP FUND1.07%
RTMTXTax-Managed U.S. Large Cap Fund0.81%
FECCXFirst Eagle Small Cap Opportunity Fund1.26%
ASMMXInvesco Summit Fund1.23%
JSCHXJPMorgan Small Cap Blend Fund1.24%
JHDCXJPMorgan Hedged Equity 2 Fund1.35%
JDERXPGIM Jennison Mid-Cap Growth Fund1.04%
VSCAXInvesco Small Cap Value Fund1.35%
ITHAXTHE HARTFORD CAPITAL APPRECIATION FUND1.05%
HGOAXTHE HARTFORD GROWTH OPPORTUNITIES FUND1.08%
LAFCXLORD ABBETT AFFILIATED FUND INC1.44%
OAYLXOakmark Select Fund0.86%
MSHLXGROWTH PORTFOLIO1.37%
SGRAXAllspring Growth Fund1.15%
AASRXAmerican Beacon Small Cap Value Fund0.77%
ESPAXAllspring Special Small Cap Value Fund1.17%
LMPFXClearBridge Growth Fund1.13%
EMLPFirst Trust North American Energy Infrastructure Fund0.95%
TWHIXHeritage Fund1.00%
TAGRXFundamental Large Cap Core Fund1.02%
JGAVXJPMorgan U.S. Value Fund0.94%
PLVJXLargeCap Value Fund III0.94%
DVLRXMacquarie Small Cap Value Fund1.35%
FSIUXInvesco Dividend Income Fund1.69%
MFOCXMarsico Focus Fund1.45%
NDVAXMFS New Discovery Value Fund1.46%
WWNPXKinetics Paradigm Fund Feeder 11.64%
FGRAXFranklin Growth Opportunities Fund0.94%
AQEAXColumbia Disciplined Core Fund0.94%
LCBVXClearBridge Large Cap Value Fund1.40%
BSCUXBARON SMALL CAP FUND1.05%
SASMXClearBridge Small Cap Growth Fund1.19%
BARUXBARON ASSET FUND1.04%
ANODXSmall Cap Growth Fund0.79%
FGSFXFidelity Growth Strategies Fund0.98%
LAMPXLord Abbett Dividend Growth Fund1.09%
USGLXU.S. Global Leaders Growth Fund1.13%
JCPRXJPMorgan U.S. Large Cap Core Plus Fund1.64%
RTOUXTax-Managed U.S. Mid & Small Cap Fund1.11%
PHEFXT. Rowe Price Hedged Equity Fund0.75%
PARMXParnassus Mid Cap Fund0.95%
FSSAXFranklin Small Cap Growth Fund0.83%
JDURXPGIM Jennison Utility Fund1.11%
FMCDXFidelity Advisor Stock Selector Mid Cap Fund0.93%
PAXLXImpax Large Cap Fund0.98%
BASAXBrown Advisory Small-Cap Growth Fund0.96%

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