PMJIX vs. PSLDX
Compare and contrast key facts about PIMCO RAE US Small Fund (PMJIX) and PIMCO StocksPLUS Long Duration Fund Class I (PSLDX).
PMJIX is managed by PIMCO. It was launched on Jun 5, 2015. PSLDX is managed by PIMCO. It was launched on Aug 31, 2007.
Performance
PMJIX vs. PSLDX - Performance Comparison
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PMJIX vs. PSLDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PMJIX PIMCO RAE US Small Fund | -0.95% | 5.11% | 22.05% | 19.77% | -4.62% | 39.15% | 6.95% | 20.22% | -11.69% | 9.22% |
PSLDX PIMCO StocksPLUS Long Duration Fund Class I | -9.19% | 12.26% | 17.15% | 27.92% | -43.18% | 25.85% | 37.80% | 60.43% | -9.31% | 33.07% |
Returns By Period
In the year-to-date period, PMJIX achieves a -0.95% return, which is significantly higher than PSLDX's -9.19% return. Both investments have delivered pretty close results over the past 10 years, with PMJIX having a 12.04% annualized return and PSLDX not far ahead at 12.36%.
PMJIX
- 1D
- -1.12%
- 1M
- -6.04%
- YTD
- -0.95%
- 6M
- 1.54%
- 1Y
- 13.70%
- 3Y*
- 14.79%
- 5Y*
- 9.83%
- 10Y*
- 12.04%
PSLDX
- 1D
- 0.96%
- 1M
- -12.58%
- YTD
- -9.19%
- 6M
- -13.68%
- 1Y
- 3.47%
- 3Y*
- 10.69%
- 5Y*
- 2.64%
- 10Y*
- 12.36%
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PMJIX vs. PSLDX - Expense Ratio Comparison
PMJIX has a 0.50% expense ratio, which is lower than PSLDX's 0.61% expense ratio.
Return for Risk
PMJIX vs. PSLDX — Risk / Return Rank
PMJIX
PSLDX
PMJIX vs. PSLDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO RAE US Small Fund (PMJIX) and PIMCO StocksPLUS Long Duration Fund Class I (PSLDX). 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.
| PMJIX | PSLDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.63 | 0.20 | +0.43 |
Sortino ratioReturn per unit of downside risk | 1.03 | 0.43 | +0.60 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.06 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.79 | 0.16 | +0.63 |
Martin ratioReturn relative to average drawdown | 3.17 | 0.49 | +2.68 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PMJIX | PSLDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.63 | 0.20 | +0.43 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.25 | 0.12 | +0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.37 | 0.58 | -0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.61 | -0.29 |
Correlation
The correlation between PMJIX and PSLDX is 0.55, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
PMJIX vs. PSLDX - Dividend Comparison
PMJIX's dividend yield for the trailing twelve months is around 3.18%, less than PSLDX's 3.40% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PMJIX PIMCO RAE US Small Fund | 3.18% | 3.15% | 3.26% | 1.25% | 9.91% | 65.79% | 9.46% | 1.55% | 7.65% | 4.69% | 1.24% | 1.67% |
PSLDX PIMCO StocksPLUS Long Duration Fund Class I | 3.40% | 5.60% | 16.73% | 3.67% | 2.66% | 38.80% | 12.89% | 18.91% | 15.58% | 24.52% | 11.55% | 12.08% |
Drawdowns
PMJIX vs. PSLDX - Drawdown Comparison
The maximum PMJIX drawdown since its inception was -49.75%, smaller than the maximum PSLDX drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for PMJIX and PSLDX.
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Drawdown Indicators
| PMJIX | PSLDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.75% | -55.25% | +5.50% |
Max Drawdown (1Y)Largest decline over 1 year | -14.85% | -19.25% | +4.40% |
Max Drawdown (5Y)Largest decline over 5 years | -49.75% | -49.32% | -0.43% |
Max Drawdown (10Y)Largest decline over 10 years | -49.75% | -49.32% | -0.43% |
Current DrawdownCurrent decline from peak | -11.67% | -18.47% | +6.80% |
Average DrawdownAverage peak-to-trough decline | -16.44% | -10.70% | -5.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.68% | 6.30% | -2.62% |
Volatility
PMJIX vs. PSLDX - Volatility Comparison
The current volatility for PIMCO RAE US Small Fund (PMJIX) is 4.81%, while PIMCO StocksPLUS Long Duration Fund Class I (PSLDX) has a volatility of 7.50%. This indicates that PMJIX experiences smaller price fluctuations and is considered to be less risky than PSLDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PMJIX | PSLDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.81% | 7.50% | -2.69% |
Volatility (6M)Calculated over the trailing 6-month period | 12.39% | 14.03% | -1.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.25% | 23.99% | -1.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 39.62% | 22.86% | +16.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.08% | 21.31% | +11.77% |