CCASX vs. PMJIX
Compare and contrast key facts about Conestoga Small Cap (CCASX) and PIMCO RAE US Small Fund (PMJIX).
CCASX is managed by Conestoga Capital Advisors. It was launched on Oct 1, 2002. PMJIX is managed by PIMCO. It was launched on Jun 5, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CCASX or PMJIX.
Correlation
The correlation between CCASX and PMJIX is 0.79, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
CCASX vs. PMJIX - Performance Comparison
Key characteristics
CCASX:
0.67
PMJIX:
1.16
CCASX:
1.07
PMJIX:
1.69
CCASX:
1.13
PMJIX:
1.21
CCASX:
0.44
PMJIX:
0.50
CCASX:
3.42
PMJIX:
6.73
CCASX:
3.80%
PMJIX:
3.14%
CCASX:
19.33%
PMJIX:
18.26%
CCASX:
-49.30%
PMJIX:
-53.73%
CCASX:
-16.94%
PMJIX:
-28.96%
Returns By Period
In the year-to-date period, CCASX achieves a 10.49% return, which is significantly lower than PMJIX's 19.73% return.
CCASX
10.49%
-1.73%
13.32%
11.52%
5.63%
9.05%
PMJIX
19.73%
-4.24%
9.91%
19.17%
1.62%
N/A
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CCASX vs. PMJIX - Expense Ratio Comparison
CCASX has a 1.10% expense ratio, which is higher than PMJIX's 0.50% expense ratio.
Risk-Adjusted Performance
CCASX vs. PMJIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Conestoga Small Cap (CCASX) and PIMCO RAE US Small Fund (PMJIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
CCASX vs. PMJIX - Dividend Comparison
CCASX has not paid dividends to shareholders, while PMJIX's dividend yield for the trailing twelve months is around 1.26%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
CCASX Conestoga Small Cap | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 1.88% |
PMJIX PIMCO RAE US Small Fund | 1.26% | 1.51% | 1.41% | 2.08% | 1.56% | 1.55% | 0.92% | 1.43% | 1.24% | 0.41% |
Drawdowns
CCASX vs. PMJIX - Drawdown Comparison
The maximum CCASX drawdown since its inception was -49.30%, smaller than the maximum PMJIX drawdown of -53.73%. Use the drawdown chart below to compare losses from any high point for CCASX and PMJIX. For additional features, visit the drawdowns tool.
Volatility
CCASX vs. PMJIX - Volatility Comparison
The current volatility for Conestoga Small Cap (CCASX) is 5.56%, while PIMCO RAE US Small Fund (PMJIX) has a volatility of 6.00%. This indicates that CCASX experiences smaller price fluctuations and is considered to be less risky than PMJIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.