PVIVX

Active

Paradigm Micro-Cap Fund

Category: US Equity (9,528 funds)

Expense Ratio

1.27%

Annual Cost per $10K

$127.00

30-Year Fee Drag per $10K

$22,918

at 7% annual return

Fund Type

Mutual Fund

Active

Trailing 12-Month

-0.43%

Asset Allocation

US Equity

95%

Cash

Fee Comparison

PVIVX

1.27%

US Equity average

1.06%

US Equity cheapest

BKLC

0.00%

Index benchmark

0.03%

20% more expensive than category average

Historical Returns

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

+31.34%3Y

Compare to

Fee Impact Calculator

Investment

Years

Annual Return

PVIVX at 1.27%$266,022

At index rates (0.03%)$377,424

Zero fees (theoretical)$380,613

Total fee drag$114,591

Cost vs index fund−$111,403

Similar Funds (100)

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

Ticker	Name	ER	1yr	3yr	5yr
PVIVX	Paradigm Micro-Cap Fund	1.27%	-0.43%	+9.51%	+12.42%
JLGMX	JPMorgan Large Cap Growth Fund	0.94%	+21.66%	+26.69%	+16.47%
QCGRFX	College Retirement Equities Fund - Growth Account	—	+21.80%	+29.56%	—
PABGX	T. Rowe Price Blue Chip Growth Fund, Inc.	0.95%	+22.77%	+30.95%	+13.30%
TRSAX	T. Rowe Price Growth Stock Fund, Inc.	0.91%	+20.06%	+25.87%	+11.73%
EGFSX	Edgewood Growth Fund	1.25%	—	—	—
APGAX	AB LARGE CAP GROWTH FUND INC	0.82%	+19.87%	+24.41%	+14.96%
RRTCX	T. Rowe Price Retirement 2030 Fund	1.06%	+8.51%	+11.17%	+7.32%
DHLAX	DIAMOND HILL LARGE CAP FUND	0.96%	+3.52%	+10.57%	-3.87%
OAKMX	Oakmark Fund	0.91%	+14.91%	+19.68%	+20.07%
RRTPX	T. Rowe Price Retirement 2035 Fund	1.09%	+9.42%	+12.60%	+8.29%
JGACX	JPMorgan Growth Advantage Fund	0.99%	+20.21%	+25.78%	+15.42%
FLMVX	JPMorgan Mid Cap Value Fund	1.09%	+3.73%	+9.96%	+13.22%
PARDX	T. Rowe Price Retirement 2040 Fund	0.85%	+10.45%	+14.07%	+9.39%
QCEQFX	College Retirement Equities Fund - Equity Index Account	—	+17.59%	+20.66%	—
HCAIX	Harbor Capital Appreciation Fund	1.02%	+24.97%	+29.99%	+14.50%
ERASX	Eaton Vance Atlanta Capital SMID-Cap Fund	0.81%	-6.55%	+8.19%	+10.62%
CIPMX	Champlain MidCap Fund	1.09%	+9.69%	+11.41%	+4.92%
CIVVX	CAUSEWAY INTERNATIONAL VALUE FUND	1.10%	+21.56%	+28.05%	+15.80%
TWCUX	Ultra Fund	0.89%	+24.09%	+26.93%	+16.16%
VMCAX	VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND	—	—	—	—
PLFMX	LargeCap S&P 500 Index Fund	1.29%	+20.60%	+21.78%	+16.77%
JHQAX	JPMorgan Hedged Equity Fund	0.82%	+7.03%	+14.24%	+9.64%
TRGOX	T. Rowe Price Large-Cap Growth Fund	0.70%	+20.76%	+27.76%	+14.98%
PARLX	T. Rowe Price Retirement 2045 Fund	0.86%	+11.17%	+14.90%	+10.04%
PLCGX	LargeCap Growth Fund I	0.94%	+20.55%	+25.37%	+13.12%
PARJX	T. Rowe Price Retirement 2025 Fund	0.79%	+8.13%	+10.24%	+6.74%
PARFX	T. Rowe Price Retirement 2050 Fund	0.88%	+11.37%	+15.18%	+10.20%
PARBX	T. Rowe Price Retirement 2020 Fund	0.77%	+7.95%	+9.61%	+6.15%
MLAAX	NYLI Winslow Large Cap Growth Fund	0.94%	+26.40%	+30.14%	+16.44%
JENIX	The Jensen Quality Growth Fund Inc	1.26%	+2.22%	+10.27%	+9.73%
CIPSX	Champlain Small Company Fund	1.24%	+4.22%	+11.70%	+4.79%
JGAQX	JPMorgan Value Advantage Fund	0.99%	+7.25%	+11.24%	+14.88%
HGIRX	HARTFORD CORE EQUITY FUND	1.08%	+17.51%	+19.34%	+14.40%
PACOX	T. Rowe Price U.S. Equity Research Fund	0.83%	+17.11%	+22.28%	+17.13%
PASTX	T. Rowe Price Science & Technology Fund, Inc.	1.06%	+28.62%	+37.83%	+15.31%
OAZLX	Oakmark Select Fund	0.73%	+15.29%	+20.57%	—
JHLGX	Multimanager Lifestyle Growth Portfolio	0.97%	+10.39%	+12.50%	+8.67%
PAROX	T. Rowe Price Retirement 2055 Fund	0.89%	+11.41%	+15.20%	+10.22%
RTLAX	Tax-Managed U.S. Large Cap Fund	1.16%	-2.74%	-29.90%	-37.47%
OWACX	Old Westbury All Cap Core Fund	0.96%	+13.16%	+19.23%	+13.25%
HAGAX	Carillon Eagle Mid Cap Growth Fund	1.03%	+10.19%	+3.99%	+3.20%
BDSAX	BlackRock Advantage Small Cap Core Fund	1.50%	+7.26%	+10.64%	+9.70%
JSLBX	Multimanager Lifestyle Balanced Portfolio	1.16%	+8.45%	+10.11%	+6.59%
SHAPX	ClearBridge Appreciation Fund	0.91%	+17.98%	+19.09%	+15.56%
CREFX	Cohen & Steers Real Estate Securities Fund	0.75%	-3.40%	+8.19%	+8.29%
BMDSX	Baird Mid Cap Growth Fund	1.06%	-6.40%	+2.85%	+2.89%
IARAX	Invesco Real Estate Fund	1.31%	-3.89%	+0.54%	+3.88%
DCZRX	Macquarie Small Cap Core Fund	0.68%	+4.31%	+8.36%	+10.77%
CSXCX	Calvert U.S. Large Cap Core Responsible Index Fund	1.24%	+15.10%	+19.43%	+14.02%
VVIPX	Voya VACS Index Series S Portfolio	—	+18.46%	—	—
GTENX	Gateway Fund	0.65%	+10.80%	+12.96%	+8.77%
JCMAX	JPMorgan Mid Cap Equity Fund	1.09%	+6.61%	+11.59%	+10.64%
FRURX	Franklin Utilities Fund	1.06%	+9.03%	+12.29%	+10.19%
JHDCX	JPMorgan Hedged Equity 2 Fund	1.35%	+7.03%	+12.18%	—
SUWAX	DWS Core Equity Fund	0.83%	+16.05%	+18.97%	+15.86%
PARHX	T. Rowe Price Retirement 2015 Fund	0.75%	+7.77%	+9.25%	+5.77%
SVFIX	Smead Value Fund	0.90%	—	—	—
FMIMX	FMI Common Stock Fund	0.98%	+4.33%	+13.95%	+16.99%
CSIEX	Calvert Equity Fund	0.90%	+6.21%	+11.70%	+10.01%
JGAVX	JPMorgan U.S. Value Fund	0.94%	+8.18%	+12.03%	+14.85%
TWHIX	Heritage Fund	1.00%	+17.76%	+18.33%	+10.05%
CGWRX	Columbia Cornerstone Growth Fund	0.97%	+26.14%	+28.98%	+17.13%
CSJFX	Cohen & Steers Realty Shares	0.80%	—	—	—
PARAX	T. Rowe Price Retirement 2010 Fund	0.74%	+7.60%	+8.86%	+5.33%
JDPAX	Janus Henderson Mid Cap Value Fund	1.20%	+3.22%	+15.42%	+10.80%
FSMEX	Select Medical Technology and Devices Portfolio	0.63%	-0.80%	+4.55%	+2.70%
FMGGX	Franklin Small-Mid Cap Growth Fund	0.84%	+8.94%	+14.56%	+5.38%
BCSIX	Brown Capital Management Small Company Fund	1.31%	-7.19%	+2.19%	-4.35%
AQEAX	Columbia Disciplined Core Fund	0.94%	+15.95%	+20.16%	+16.86%
JSECX	JPMorgan Small Cap Equity Fund	1.24%	-2.40%	+5.19%	+6.56%
AFDAX	Large Cap Equity Fund	1.04%	+14.21%	+18.04%	+14.20%
IEOPX	VOYA LARGE CAP GROWTH PORTFOLIO	0.92%	+21.73%	+25.73%	+14.55%
TWCIX	Select Fund	0.90%	+25.02%	+25.58%	+16.28%
JAIZX	Managed Volatility Growth Portfolio	0.77%	+9.56%	+12.25%	+8.08%
TRRYX	T. Rowe Price Retirement 2060 Fund	0.89%	+11.43%	+15.20%	+10.22%
DVZRX	Macquarie Small Cap Value Fund	0.70%	+5.56%	+9.27%	+13.73%
DDVAX	Macquarie Value Fund	0.97%	+3.67%	+7.00%	+9.00%
HHDVX	Hamlin High Dividend Equity Fund	1.15%	+8.96%	+18.00%	+14.82%
TSCSX	THRIVENT SMALL CAP STOCK FUND	0.78%	+0.01%	+7.06%	+12.01%
EABLX	Eaton Vance Floating-Rate Fund	1.06%	+4.63%	+8.15%	+5.50%
FKARX	Franklin Growth Opportunities Fund	1.19%	+14.10%	+23.31%	+10.34%
PABVX	MidCap Value Fund I	1.19%	+2.07%	+8.98%	+13.26%
JELBX	Managed Volatility Balanced Portfolio	0.80%	+8.36%	+10.54%	+6.10%
VCSTX	Science & Technology Fund	0.91%	+25.42%	+27.53%	+13.07%
TIVRX	Thornburg International Equity Fund	0.90%	+27.22%	+25.36%	+12.22%
GCTAX	Goldman Sachs U.S. Tax-Managed Equity Fund	1.01%	+16.44%	+19.40%	+15.26%
IAVGX	VOYA GROWTH AND INCOME PORTFOLIO	1.12%	+15.94%	+20.31%	+17.56%
PARIX	T. Rowe Price Retirement Balanced Fund	0.74%	+7.32%	+8.19%	+5.05%
GSPAX	Goldman Sachs U.S. Equity Dividend and Premium Fund	1.01%	+13.89%	+17.90%	+13.88%
JULAX	Multimanager Lifestyle Aggressive Portfolio	1.02%	+11.26%	+13.89%	+9.93%
SCSCX	Touchstone Strategic Trust-Touchstone Large Cap Focused Fund	0.98%	+17.30%	+19.34%	+14.76%
RYOCX	NASDAQ-100 Fund	1.27%	+22.56%	+28.53%	+16.71%
FFEIX	Nuveen Dividend Value Fund	0.95%	+7.72%	+11.03%	+13.39%
QUACX	AB Small Cap Growth Portfolio	1.12%	+6.24%	+11.54%	+3.19%
COAVX	Columbia Overseas Value Fund	0.82%	+26.74%	+20.81%	+13.99%
FSRPX	Select Retailing Portfolio	0.64%	+12.89%	+16.01%	+8.36%
JDSNX	Janus Henderson Small Cap Value Fund	0.99%	+3.62%	+14.14%	+10.43%
SINAX	ClearBridge Large Cap Value Fund	0.79%	+7.52%	+11.00%	+12.84%
LCGNX	William Blair Large Cap Growth Fund	0.90%	+15.30%	+24.94%	+14.61%
ECTGX	Eaton Vance Tax-Managed Growth Fund 1.1	1.47%	+16.57%	+21.06%	+15.44%

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