PFINX Alternatives & Similar Mutual Funds

PIMCO Preferred and Capital Securities Fund (PFINX) belongs to the Preferred Stock category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PFINX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to PFINX

PFINX charges 0.79% annually. There are 2 mutual funds in the Preferred Stock category with lower expense ratios, going as low as 0.60%.

Symbol	Name	Expense Ratio	AUM	Inception
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	0.60%	—	Nov 2015	PFINX vs LPXZX
NPSRX	Nuveen Preferred Securities & Income Fund	0.74%	—	Dec 2006	PFINX vs NPSRX
PPSIX	Principal Spectrum Preferred and Capital Securitie...	0.79%	—	Apr 2002	PFINX vs PPSIX
CPXIX	Cohen & Steers Preferred Securities and Income Fun...	0.84%	—	May 2010	PFINX vs CPXIX
FPEIX	First Trust Preferred Securities and Income Fund	1.00%	—	Jan 2011	PFINX vs FPEIX

Best Risk-Adjusted Alternatives to PFINX

PFINX has a PortfoliosLab risk / return rank of 65. There are 6 mutual funds in the Preferred Stock category with higher risk-adjusted ranks, going as high as 82.

Symbol	Name	Risk / Return Rank	AUM	Inception
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	82	—	Apr 2011	PFINX vs DPIIX
PISHX	Cohen & Steers Preferred Securities and Income SMA...	77	—	Feb 2019	PFINX vs PISHX
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	76	—	Nov 2015	PFINX vs LPXZX
PCSFX	Principal Capital Securities Fund	74	—	Mar 2014	PFINX vs PCSFX
CPXIX	Cohen & Steers Preferred Securities and Income Fun...	73	—	May 2010	PFINX vs CPXIX

Top Performing PFINX Alternatives (YTD)

PFINX is at 1.81% YTD. There are 2 mutual funds in the Preferred Stock category with higher YTD returns, going as high as 4.19%.

Symbol	Name	YTD Return	AUM	Inception
KIFAX	Salient Select Income Fund	4.19%	—	Mar 2001	PFINX vs KIFAX
PISHX	Cohen & Steers Preferred Securities and Income SMA...	1.85%	—	Feb 2019	PFINX vs PISHX
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	1.71%	—	Nov 2015	PFINX vs LPXZX
CPXIX	Cohen & Steers Preferred Securities and Income Fun...	1.70%	—	May 2010	PFINX vs CPXIX
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	1.61%	—	Apr 2011	PFINX vs DPIIX

Lowest Volatility Alternatives to PFINX

PFINX has 3.31% 1-year volatility. There are 9 mutual funds in the Preferred Stock category with lower 1-year volatility, going as low as 1.94%.

Symbol	Name	Volatility 1Y	AUM	Inception
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	1.94%	—	Nov 2015	PFINX vs LPXZX
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	2.13%	—	Apr 2011	PFINX vs DPIIX
PCSFX	Principal Capital Securities Fund	2.18%	—	Mar 2014	PFINX vs PCSFX
ORDNX	North Square Preferred and Income Securities Fund	2.30%	—	Jun 2013	PFINX vs ORDNX
PISHX	Cohen & Steers Preferred Securities and Income SMA...	2.46%	—	Feb 2019	PFINX vs PISHX

Lowest Drawdown Alternatives to PFINX

PFINX has a 1-year max drawdown of -3.09%. There are 6 mutual funds in the Preferred Stock category with shallower 1-year drawdowns, going as shallow as -2.14%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	-2.14%	—	Nov 2015	PFINX vs LPXZX
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	-2.39%	—	Apr 2011	PFINX vs DPIIX
ORDNX	North Square Preferred and Income Securities Fund	-2.66%	—	Jun 2013	PFINX vs ORDNX
PISHX	Cohen & Steers Preferred Securities and Income SMA...	-2.83%	—	Feb 2019	PFINX vs PISHX
PCSFX	Principal Capital Securities Fund	-2.97%	—	Mar 2014	PFINX vs PCSFX

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
PIMIX	PIMCO Income Fund Institutional Class	Multisector Bonds	33	-0.05%	—	Mar 2007	PFINX vs PIMIX
PTY	PIMCO Corporate & Income Opportunity Fund	Corporate Bonds	1	-2.49%	—	Dec 2002	PFINX vs PTY
PONAX	PIMCO Income Fund Class A	Multisector Bonds	30	-0.25%	—	Apr 2007	PFINX vs PONAX
PTTRX	PIMCO Total Return Fund Institutional Class	Intermediate Core-Plus Bond	20	-0.80%	—	May 1987	PFINX vs PTTRX
PCN	PIMCO Corporate & Income Strategy Fund	Multisector Bonds	8	-2.18%	—	Dec 2001	PFINX vs PCN
PONPX	PIMCO Income Fund Class I-2	Multisector Bonds	32	-0.10%	—	Apr 2008	PFINX vs PONPX
PSLDX	PIMCO StocksPLUS Long Duration Fund Class I	Diversified Portfolio	25	4.49%	—	Aug 2007	PFINX vs PSLDX
PFN	PIMCO Income Strategy Fund II	Multisector Bonds	13	1.44%	—	Oct 2004	PFINX vs PFN
PFORX	PIMCO International Bond Fund (U.S. Dollar-Hedged)	Global Bonds	8	-0.68%	—	Dec 1992	PFINX vs PFORX
PISIX	PIMCO StocksPLUS International Fund (U.S. Dollar-H...	Foreign Large Cap Equities	44	13.06%	—	Oct 2003	PFINX vs PISIX

Often Compared With PFINX

Investors most often compare PFINX with SCHD, CICVX, FACVX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	95	24.36%	104.16B	Oct 2011	PFINX vs SCHD
CICVX	Calamos Convertible Fund	Convertible Bonds	67	17.82%	—	Jun 1997	PFINX vs CICVX
FACVX	Fidelity Advisor Convertible Securities Fund Class...	Convertible Bonds	45	13.96%	—	Feb 2009	PFINX vs FACVX
FCVSX	Fidelity Convertible Securities Fund	Convertible Bonds	19	14.46%	—	Jan 1987	PFINX vs FCVSX
JPDIX	JPMorgan Preferred and Income Securities Fund	Preferred Stock	82	1.84%	—	Mar 2022	PFINX vs JPDIX
CCVIX	Calamos Convertible Fund	Convertible Bonds	66	17.66%	—	Jun 1985	PFINX vs CCVIX
FICVX	Fidelity Advisor Convertible Securities Fund Class...	Convertible Bonds	46	14.07%	—	Feb 2009	PFINX vs FICVX
FIQVX	Fidelity Advisor Convertible Securities Fund Class...	Convertible Bonds	46	14.12%	—	Oct 2018	PFINX vs FIQVX
PTA	Cohen & Steers Tax-Advantaged Preferred Securities...	Preferred Stock	6	2.51%	—	—	PFINX vs PTA
FCCVX	Fidelity Advisor Convertible Securities Fund Class...	Convertible Bonds	43	13.66%	—	Feb 2009	PFINX vs FCCVX
LBFFX	Lord Abbett Convertible Fund Class F	Convertible Bonds	42	11.78%	—	—	PFINX vs LBFFX
LDP	Cohen and Steers Limited Duration Preferred and In...	Preferred Stock	9	1.41%	—	May 2012	PFINX vs LDP
PFO	Flaherty & Crumrine Preferred and Income Opportuni...	Preferred Stock	18	0.94%	—	Feb 1992	PFINX vs PFO
HPI	John Hancock Preferred Income Fund	Preferred Stock	27	4.06%	—	Aug 2002	PFINX vs HPI
HPS	John Hancock Preferred Income Fund III	Preferred Stock	21	4.27%	—	Jun 2003	PFINX vs HPS
PSF	Cohen & Steers Select Preferred and Income Fund	Preferred Stock	7	0.45%	—	—	PFINX vs PSF
NPFD	Nuveen Variable Rate Preferred & Income Fund	Preferred Stock	9	1.41%	—	Dec 2021	PFINX vs NPFD
PFD	Flaherty & Crumrine Preferred Income Fund	Preferred Stock	19	-0.19%	—	Jan 1991	PFINX vs PFD
HPF	John Hancock Preferred Income Fund II	Preferred Stock	29	4.26%	—	Jan 2005	PFINX vs HPF
FTCVX	Fidelity Advisor Convertible Securities Fund Class...	Convertible Bonds	43	13.75%	—	Feb 2009	PFINX vs FTCVX

Compare PFINX with Any Fund or Stock

Compare PFINX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

Symbol name

Diversifiers

Pair PFINX with funds that move differently

PIMCO Preferred and Capital Securities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PFINX.

Explore PFINX Diversifiers

PIMCO Preferred and Capital Securities Fund (PFINX) Alternatives