DAABX vs. PMJIX

In the year-to-date period, DAABX achieves a -3.52% return, which is significantly higher than PMJIX's -6.58% return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

DAABX has a 0.36% expense ratio, which is lower than PMJIX's 0.50% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for DFA U.S. Sustainability Targeted Value Portfolio (DAABX) 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.

The current DAABX Sharpe Ratio is 0.14, which is higher than the PMJIX Sharpe Ratio of 0.09. The chart below compares the historical Sharpe Ratios of DAABX and PMJIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

DAABX's dividend yield for the trailing twelve months is around 1.25%, while PMJIX has not paid dividends to shareholders.

The maximum DAABX drawdown since its inception was -25.84%, smaller than the maximum PMJIX drawdown of -53.73%. Use the drawdown chart below to compare losses from any high point for DAABX and PMJIX. For additional features, visit the drawdowns tool.

DFA U.S. Sustainability Targeted Value Portfolio (DAABX) and PIMCO RAE US Small Fund (PMJIX) have volatilities of 6.38% and 6.29%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.