PIMCO Preferred and Capital Securities Fund (PFINX) Alternatives

PIMCO Preferred and Capital Securities Fund (PFINX) belongs to the Preferred Stock/Convertible Bonds 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 funds that fit a different role in your portfolio.

Cheapest Alternatives to PFINX

PFINX charges 0.79% annually. Among mutual funds in the Preferred Stock/Convertible Bonds category, these options have the lowest expense ratios among PFINX alternatives.

Symbol	Name	Expense Ratio	Inception
FIQVX	Fidelity Advisor Convertible Securities Fund Class...	0.59%	Oct 2, 2018	PFINX vs FIQVX
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	0.60%	Nov 29, 2015	PFINX vs LPXZX
FCVSX	Fidelity Convertible Securities Fund	0.67%	Jan 5, 1987	PFINX vs FCVSX
FICVX	Fidelity Advisor Convertible Securities Fund Class...	0.70%	Feb 19, 2009	PFINX vs FICVX
NPSRX	Nuveen Preferred Securities & Income Fund	0.74%	Dec 18, 2006	PFINX vs NPSRX

Best Risk-Adjusted Alternatives to PFINX

Among mutual funds in the Preferred Stock/Convertible Bonds category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.

Symbol	Name	Risk / Return Rank	Inception
LBFFX	Lord Abbett Convertible Fund Class F	90	—	PFINX vs LBFFX
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	90	Nov 29, 2015	PFINX vs LPXZX
NPSRX	Nuveen Preferred Securities & Income Fund	90	Dec 18, 2006	PFINX vs NPSRX
PISHX	Cohen & Steers Preferred Securities and Income SMA...	89	Feb 28, 2019	PFINX vs PISHX
PCSFX	Principal Capital Securities Fund	88	Mar 13, 2014	PFINX vs PCSFX

Top Performing PFINX Alternatives (YTD)

PFINX alternatives from the Preferred Stock/Convertible Bonds category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
LBFFX	Lord Abbett Convertible Fund Class F	1.71%	—	PFINX vs LBFFX
FIQVX	Fidelity Advisor Convertible Securities Fund Class...	1.40%	Oct 2, 2018	PFINX vs FIQVX
FICVX	Fidelity Advisor Convertible Securities Fund Class...	1.37%	Feb 19, 2009	PFINX vs FICVX
FCVSX	Fidelity Convertible Securities Fund	1.37%	Jan 5, 1987	PFINX vs FCVSX
FACVX	Fidelity Advisor Convertible Securities Fund Class...	1.33%	Feb 19, 2009	PFINX vs FACVX

Lowest Volatility Alternatives to PFINX

PFINX alternatives from the Preferred Stock/Convertible Bonds category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	2.23%	Nov 29, 2015	PFINX vs LPXZX
PCSFX	Principal Capital Securities Fund	2.66%	Mar 13, 2014	PFINX vs PCSFX
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	2.80%	Apr 11, 2011	PFINX vs DPIIX
PPSIX	Principal Spectrum Preferred and Capital Securitie...	2.86%	Apr 30, 2002	PFINX vs PPSIX
CPXIX	Cohen & Steers Preferred Securities and Income Fun...	3.16%	May 2, 2010	PFINX vs CPXIX

Lowest Drawdown Alternatives to PFINX

PFINX alternatives from the Preferred Stock/Convertible Bonds category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	-2.14%	Nov 29, 2015	PFINX vs LPXZX
PCSFX	Principal Capital Securities Fund	-2.97%	Mar 13, 2014	PFINX vs PCSFX
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	-3.05%	Apr 11, 2011	PFINX vs DPIIX
PPSIX	Principal Spectrum Preferred and Capital Securitie...	-3.18%	Apr 30, 2002	PFINX vs PPSIX
CPXIX	Cohen & Steers Preferred Securities and Income Fun...	-3.26%	May 2, 2010	PFINX vs CPXIX

Other Mutual Funds from PIMCO

Most popular PIMCO mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
PIMIX	PIMCO Income Fund Institutional Class	Total Bond Market	81	-1.36%	Mar 30, 2007	PFINX vs PIMIX
PONAX	PIMCO Income Fund Class A	Multisector Bonds	78	-1.42%	Apr 2, 2007	PFINX vs PONAX
PTTRX	PIMCO Total Return Fund Institutional Class	Total Bond Market	53	-1.02%	—	PFINX vs PTTRX
PCN	PIMCO Corporate & Income Strategy Fund	Multisector Bonds	3	-4.21%	Dec 20, 2001	PFINX vs PCN
PONPX	PIMCO Income Fund Class I-2	Total Bond Market	80	-1.37%	—	PFINX vs PONPX
PSLDX	PIMCO StocksPLUS Long Duration Fund Class I	Diversified Portfolio, Actively Managed	10	-9.19%	Aug 31, 2007	PFINX vs PSLDX
PFN	PIMCO Income Strategy Fund II	Multisector Bonds	11	-5.40%	Oct 27, 2004	PFINX vs PFN
PFORX	PIMCO International Bond Fund (U.S. Dollar-Hedged)	Global Bonds	24	-2.23%	Dec 1, 1992	PFINX vs PFORX
PISIX	PIMCO StocksPLUS International Fund (U.S. Dollar-H...	Foreign Large Cap Equities	24	-0.85%	Oct 31, 2003	PFINX vs PISIX
PMJIX	PIMCO RAE US Small Fund	Small Cap Value Equities	28	-0.95%	Jun 5, 2015	PFINX vs PMJIX

Often Compared With PFINX

What investors most often compare with PFINX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	52	12.79%	Oct 20, 2011	PFINX vs SCHD
CICVX	Calamos Convertible Fund	Preferred Stock/Convertible Bonds	84	0.23%	Jun 25, 1997	PFINX vs CICVX
CCVIX	Calamos Convertible Fund	Preferred Stock/Convertible Bonds	84	0.22%	Jun 21, 1985	PFINX vs CCVIX
FPEIX	First Trust Preferred Securities and Income Fund	Preferred Stock/Convertible Bonds	80	-2.48%	Jan 10, 2011	PFINX vs FPEIX
JPDIX	JPMorgan Preferred and Income Securities Fund	Preferred Stock/Convertible Bonds	84	-1.64%	Mar 30, 2022	PFINX vs JPDIX

Compare PFINX with Any Fund or Stock

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

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PIMCO Preferred and Capital Securities Fund

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