PIMCO RAE US Small Fund (PMJIX) 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 PMJIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PMJIX
PMJIX charges 0.50% annually. There are 11 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 | PMJIX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | PMJIX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 65.50B | Sep 2011 | PMJIX vs VSIAX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | PMJIX vs VSMVX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | PMJIX vs VRTVX |
Best Risk-Adjusted Alternatives to PMJIX
PMJIX has a PortfoliosLab risk / return rank of 74. There are 40 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Aegis Value Fund | 91 | — | May 1998 | PMJIX vs AVALX | |
| Victory Integrity Discovery Fund | 90 | — | Dec 1996 | PMJIX vs MMEYX | |
| Transamerica Small Cap Value | 89 | — | Jan 2003 | PMJIX vs TSLTX | |
| Third Avenue Small Cap Value Fund | 88 | — | Apr 1997 | PMJIX vs TASCX | |
| Brandes Small Cap Value Fund | 87 | — | Jan 2018 | PMJIX vs BSCMX |
Top Performing PMJIX Alternatives (YTD)
PMJIX is at 19.78% YTD. There are 56 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 34.08%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 34.08% | — | Dec 1996 | PMJIX vs MMEYX | |
| Royce Opportunity Fund | 28.37% | — | Nov 1996 | PMJIX vs RYPNX | |
| First Eagle Small Cap Opportunity Fund | 27.39% | — | Apr 2021 | PMJIX vs FESCX | |
| AB Small Cap Value Portfolio | 26.59% | — | Dec 2014 | PMJIX vs SCYVX | |
| Fidelity Advisor Small Cap Value Fund Class Z | 26.24% | — | Oct 2018 | PMJIX vs FIKNX |
Lowest Volatility Alternatives to PMJIX
PMJIX has 17.11% 1-year volatility. There are 56 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 | PMJIX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.33% | — | Apr 2019 | PMJIX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.20% | — | Apr 1997 | PMJIX vs TASCX | |
| VELA Small Cap Fund | 14.27% | — | Sep 2020 | PMJIX vs VESMX | |
| Royce Special Equity Fund | 14.29% | — | May 1998 | PMJIX vs RYSEX |
Lowest Drawdown Alternatives to PMJIX
PMJIX has a 1-year max drawdown of -7.62%. There are 2 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 | PMJIX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | PMJIX vs TASCX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | PMJIX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | PMJIX vs TSLTX | |
| Columbia Select Small Cap Value Fund | -7.88% | — | Apr 1997 | PMJIX 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 | 47 | 0.60% | — | Mar 2007 | PMJIX vs PIMIX | |
| PIMCO Corporate & Income Opportunity Fund | Corporate Bonds | 2 | -2.08% | — | Dec 2002 | PMJIX vs PTY | |
| PIMCO Income Fund Class A | Multisector Bonds | 42 | 0.40% | — | Apr 2007 | PMJIX vs PONAX | |
| PIMCO Total Return Fund Institutional Class | Intermediate Core-Plus Bond | 29 | -0.11% | — | May 1987 | PMJIX vs PTTRX | |
| PIMCO Corporate & Income Strategy Fund | Multisector Bonds | 6 | -2.85% | — | Dec 2001 | PMJIX vs PCN | |
| PIMCO Income Fund Class I-2 | Multisector Bonds | 46 | 0.55% | — | Apr 2008 | PMJIX vs PONPX | |
| PIMCO StocksPLUS Long Duration Fund Class I | Diversified Portfolio | 34 | 6.92% | — | Aug 2007 | PMJIX vs PSLDX | |
| PIMCO Income Strategy Fund II | Multisector Bonds | 13 | 1.58% | — | Oct 2004 | PMJIX vs PFN | |
| PIMCO International Bond Fund (U.S. Dollar-Hedged) | Global Bonds | 11 | -0.17% | — | Dec 1992 | PMJIX vs PFORX | |
| PIMCO StocksPLUS International Fund (U.S. Dollar-H... | Foreign Large Cap Equities | 42 | 12.51% | — | Oct 2003 | PMJIX vs PISIX |
Often Compared With PMJIX
Investors most often compare PMJIX with FSSNX, DEVLX, VSMAX. These 20 comparison targets span 15 categories, based on PortfoliosLab usage data.
Compare PMJIX with Any Fund or Stock
Compare PMJIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PMJIX with funds that move differently
PIMCO RAE US Small Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PMJIX.
Explore PMJIX Diversifiers