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% | 65.50B | Sep 2011 | PMJAX vs VSIAX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | PMJAX vs VSMVX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | PMJAX vs VRTVX |
Best Risk-Adjusted Alternatives to PMJAX
PMJAX has a PortfoliosLab risk / return rank of 67. There are 45 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Aegis Value Fund | 90 | — | May 1998 | PMJAX vs AVALX | |
| Victory Integrity Discovery Fund | 89 | — | Dec 1996 | PMJAX vs MMEYX | |
| Transamerica Small Cap Value | 88 | — | Jan 2003 | PMJAX vs TSLTX | |
| VY Columbia Small Cap Value II Portfolio | 86 | — | Apr 2006 | PMJAX vs ICISX | |
| Third Avenue Small Cap Value Fund | 86 | — | Apr 1997 | PMJAX vs TASCX |
Top Performing PMJAX Alternatives (YTD)
PMJAX is at 19.48% YTD. There are 60 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 34.12%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 34.12% | — | Dec 1996 | PMJAX vs MMEYX | |
| Royce Opportunity Fund | 29.57% | — | Nov 1996 | PMJAX vs RYPNX | |
| First Eagle Small Cap Opportunity Fund | 28.34% | — | Apr 2021 | PMJAX vs FESCX | |
| Invesco Small Cap Value Fund | 27.70% | — | Jun 1999 | PMJAX vs VSCAX | |
| Columbia Select Small Cap Value Fund | 26.68% | — | Apr 1997 | PMJAX vs SSCVX |
Lowest Volatility Alternatives to PMJAX
PMJAX has 17.15% 1-year volatility. There are 59 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 0.66%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro SMID Cap Equity Fund | 0.66% | — | Sep 2017 | PMJAX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.30% | — | Apr 2019 | PMJAX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.18% | — | Apr 1997 | PMJAX vs TASCX | |
| VELA Small Cap Fund | 14.29% | — | Sep 2020 | PMJAX vs VESMX | |
| Royce Special Equity Fund | 14.30% | — | May 1998 | PMJAX vs RYSEX |
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 | 50 | 1.07% | — | Mar 2007 | PMJAX vs PIMIX | |
| PIMCO Corporate & Income Opportunity Fund | Corporate Bonds | 2 | -1.00% | — | Dec 2002 | PMJAX vs PTY | |
| PIMCO Income Fund Class A | Multisector Bonds | 44 | 0.87% | — | Apr 2007 | PMJAX vs PONAX | |
| PIMCO Total Return Fund Institutional Class | Intermediate Core-Plus Bond | 28 | 0.35% | — | May 1987 | PMJAX vs PTTRX | |
| PIMCO Corporate & Income Strategy Fund | Multisector Bonds | 7 | -2.18% | — | Dec 2001 | PMJAX vs PCN | |
| PIMCO Income Fund Class I-2 | Multisector Bonds | 48 | 1.02% | — | Apr 2008 | PMJAX vs PONPX | |
| PIMCO StocksPLUS Long Duration Fund Class I | Diversified Portfolio | 34 | 8.53% | — | Aug 2007 | PMJAX vs PSLDX | |
| PIMCO Income Strategy Fund II | Multisector Bonds | 12 | 1.01% | — | Oct 2004 | PMJAX vs PFN | |
| PIMCO International Bond Fund (U.S. Dollar-Hedged) | Global Bonds | 12 | 0.24% | — | Dec 1992 | PMJAX vs PFORX | |
| PIMCO StocksPLUS International Fund (U.S. Dollar-H... | Foreign Large Cap Equities | 41 | 12.84% | — | Oct 2003 | PMJAX vs PISIX |
Often Compared With PMJAX
Investors most often compare PMJAX with PSVIX, OFSAX, 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