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PMJIX vs. FFLEX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

PMJIX vs. FFLEX

Last updated May 12, 2025

Compare and contrast key facts about PIMCO RAE US Small Fund (PMJIX) and Fidelity Freedom Index 2060 Fund Institutional Premium Class (FFLEX).

PMJIX is managed by PIMCO. It was launched on Jun 5, 2015. FFLEX is managed by Fidelity. It was launched on Aug 5, 2014.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PMJIX or FFLEX.

Correlation

The correlation between PMJIX and FFLEX is 0.95, 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

PMJIX vs. FFLEX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in PIMCO RAE US Small Fund (PMJIX) and Fidelity Freedom Index 2060 Fund Institutional Premium Class (FFLEX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

PMJIX:

12.35%

FFLEX:

4.95%

Max Drawdown

PMJIX:

-0.69%

FFLEX:

-0.43%

Current Drawdown

PMJIX:

0.00%

FFLEX:

-0.11%

Returns By Period

PMJIX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

FFLEX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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PMJIX vs. FFLEX - Expense Ratio Comparison

PMJIX has a 0.50% expense ratio, which is higher than FFLEX's 0.08% expense ratio.

PMJIX
PIMCO RAE US Small Fund
FFLEX
Fidelity Freedom Index 2060 Fund Institutional Premium Class

Risk-Adjusted Performance

PMJIX vs. FFLEX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
PMJIX
The Risk-Adjusted Performance Rank of PMJIX is 2121
Overall Rank
The Sharpe Ratio Rank of PMJIX is 1919
Sharpe Ratio Rank
The Sortino Ratio Rank of PMJIX is 2222
Sortino Ratio Rank
The Omega Ratio Rank of PMJIX is 2121
Omega Ratio Rank
The Calmar Ratio Rank of PMJIX is 2020
Calmar Ratio Rank
The Martin Ratio Rank of PMJIX is 2020
Martin Ratio Rank
FFLEX
The Risk-Adjusted Performance Rank of FFLEX is 6969
Overall Rank
The Sharpe Ratio Rank of FFLEX is 6565
Sharpe Ratio Rank
The Sortino Ratio Rank of FFLEX is 6565
Sortino Ratio Rank
The Omega Ratio Rank of FFLEX is 6767
Omega Ratio Rank
The Calmar Ratio Rank of FFLEX is 7676
Calmar Ratio Rank
The Martin Ratio Rank of FFLEX is 7474
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

PMJIX vs. FFLEX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for PIMCO RAE US Small Fund (PMJIX) and Fidelity Freedom Index 2060 Fund Institutional Premium Class (FFLEX). 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.

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Dividends

PMJIX vs. FFLEX - Dividend Comparison

PMJIX has not paid dividends to shareholders, while FFLEX's dividend yield for the trailing twelve months is around 1.90%.

TTM2024202320222021202020192018201720162015
PMJIX
PIMCO RAE US Small Fund		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
FFLEX
Fidelity Freedom Index 2060 Fund Institutional Premium Class		1.90%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

PMJIX vs. FFLEX - Drawdown Comparison

The maximum PMJIX drawdown since its inception was -0.69%, which is greater than FFLEX's maximum drawdown of -0.43%. Use the drawdown chart below to compare losses from any high point for PMJIX and FFLEX. For additional features, visit the drawdowns tool.

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Volatility

PMJIX vs. FFLEX - Volatility Comparison

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