PIMCO RAE US Small Fund Class A (PMJAX) belongs to the Small Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PMJAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PMJAX
PMJAX charges 0.90% annually. There are 36 mutual funds in the Small Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | — | Jul 2019 | PMJAX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | PMJAX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 67.80B | Sep 2011 | PMJAX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | PMJAX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | PMJAX vs VSMVX |
Best Risk-Adjusted Alternatives to PMJAX
PMJAX has a PortfoliosLab risk / return rank of 84. There are 42 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 95 | — | Dec 1996 | PMJAX vs MMEYX | |
| Third Avenue Small Cap Value Fund | 94 | — | Apr 1997 | PMJAX vs TASCX | |
| Aegis Value Fund Class I | 94 | — | May 1998 | PMJAX vs AVALX | |
| Royce Special Equity Fund | 94 | — | May 1998 | PMJAX vs RYSEX | |
| PGIM Quant Solutions Small-Cap Value Fund | 93 | — | Jan 1993 | PMJAX vs TASVX |
Top Performing PMJAX Alternatives (YTD)
PMJAX is at 20.20% YTD. There are 63 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 35.52%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 35.52% | — | Dec 1996 | PMJAX vs MMEYX | |
| Diamond Hill Small Cap Fund Class I | 28.15% | — | Dec 2000 | PMJAX vs DHSIX | |
| Diamond Hill Small Cap Fund | 27.91% | — | Dec 2000 | PMJAX vs DHSCX | |
| Columbia Select Small Cap Value Fund | 27.34% | — | Apr 1997 | PMJAX vs SSCVX | |
| Royce Special Equity Fund | 27.23% | — | May 1998 | PMJAX vs RYSEX |
Lowest Volatility Alternatives to PMJAX
PMJAX has 16.82% 1-year volatility. There are 49 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 4.52%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | 4.52% | — | Apr 2019 | PMJAX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.05% | — | Apr 1997 | PMJAX vs TASCX | |
| VELA Small Cap Fund | 14.28% | — | Sep 2020 | PMJAX vs VESMX | |
| AMG River Road Small-Mid Cap Value Fund | 14.41% | — | Mar 2007 | PMJAX vs ARSMX | |
| Pear Tree Polaris Small Cap Fund | 14.43% | — | Aug 1992 | PMJAX vs USBNX |
Lowest Drawdown Alternatives to PMJAX
PMJAX has a 1-year max drawdown of -7.66%. There are 3 mutual funds in the Small Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | — | Apr 2019 | PMJAX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | PMJAX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | PMJAX vs PMJIX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | PMJAX vs TSLTX | |
| Columbia Select Small Cap Value Fund | -7.88% | — | Apr 1997 | PMJAX vs SSCVX |
Other Mutual Funds from PIMCO
The 10 most viewed PIMCO mutual funds shown here include PIMIX, PTY, PONAX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| PIMCO Income Fund Institutional Class | Multisector Bonds | 52 | 0.23% | — | Mar 2007 | PMJAX vs PIMIX | |
| PIMCO Corporate & Income Opportunity Fund | Corporate Bonds | 1 | -2.91% | — | Dec 2002 | PMJAX vs PTY | |
| PIMCO Income Fund Class A | Multisector Bonds | 45 | 0.03% | — | Apr 2007 | PMJAX vs PONAX | |
| PIMCO Total Return Fund Institutional Class | Intermediate Core-Plus Bond | 30 | -0.45% | — | May 1987 | PMJAX vs PTTRX | |
| PIMCO Corporate & Income Strategy Fund | Multisector Bonds | 9 | -2.68% | — | Dec 2001 | PMJAX vs PCN | |
| PIMCO Income Fund Class I-2 | Multisector Bonds | 50 | 0.18% | — | Apr 2008 | PMJAX vs PONPX | |
| PIMCO StocksPLUS Long Duration Fund Class I | Diversified Portfolio | 28 | 4.37% | — | Aug 2007 | PMJAX vs PSLDX | |
| PIMCO Income Strategy Fund II | Multisector Bonds | 15 | 1.29% | — | Oct 2004 | PMJAX vs PFN | |
| PIMCO International Bond Fund (U.S. Dollar-Hedged) | Global Bonds | 12 | -0.58% | — | Dec 1992 | PMJAX vs PFORX | |
| PIMCO StocksPLUS International Fund (U.S. Dollar-H... | Foreign Large Cap Equities | 49 | 12.84% | — | Oct 2003 | PMJAX vs PISIX |
Often Compared With PMJAX
Investors most often compare PMJAX with SHDPX, PSVIX, OWLLX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare PMJAX with Any Fund or Stock
Compare PMJAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PMJAX with funds that move differently
PIMCO RAE US Small Fund Class A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PMJAX.
Explore PMJAX Diversifiers