PIMCO Dividend and Income Fund (PQIPX) belongs to the Global Allocation category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PQIPX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PQIPX
PQIPX charges 0.81% annually. There are 32 mutual funds in the Global Allocation category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Implementation Fund | 0.02% | — | Feb 2012 | PQIPX vs GIMFX | |
| Goldman Sachs Growth Strategy Portfolio | 0.19% | — | Jan 1998 | PQIPX vs GGSIX | |
| Voya Global Perspectives Portfolio | 0.20% | — | Apr 2013 | PQIPX vs IPIRX | |
| MH Elite Select Portfolio of Funds Fund | 0.21% | — | Apr 2006 | PQIPX vs MHESX | |
| Janus Henderson Global Allocation Fund - Moderate | 0.25% | — | Dec 2005 | PQIPX vs JNSMX |
Best Risk-Adjusted Alternatives to PQIPX
PQIPX has a PortfoliosLab risk / return rank of 95. There are 8 mutual funds in the Global Allocation category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Thornburg Investment Income Builder Fund | 98 | — | Dec 2002 | PQIPX vs TIBAX | |
| GMO Benchmark-Free Fund | 97 | — | Jun 2011 | PQIPX vs GBFFX | |
| GMO Benchmark-Free Allocation Fund | 97 | — | Jul 2003 | PQIPX vs GBMFX | |
| GMO Implementation Fund | 97 | — | Feb 2012 | PQIPX vs GIMFX | |
| Principal Diversified Select Real Asset Fund | 97 | — | Jul 2019 | PQIPX vs PDSYX |
Top Performing PQIPX Alternatives (YTD)
PQIPX is at 10.46% YTD. There are 26 mutual funds in the Global Allocation category with higher YTD returns, going as high as 18.98%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Thornburg Investment Income Builder Fund | 18.98% | — | Dec 2002 | PQIPX vs TIBAX | |
| Calamos Global Total Return Fund | 17.25% | — | Oct 2005 | PQIPX vs CGO | |
| Calamos Global Dynamic Income Fund | 16.99% | — | Jun 2007 | PQIPX vs CHW | |
| Wilmington Real Asset Fund | 16.46% | — | Jun 2003 | PQIPX vs WMRIX | |
| Nuveen Multi-Asset Income Fund | 15.72% | — | Nov 2021 | PQIPX vs NMAI |
Lowest Volatility Alternatives to PQIPX
PQIPX has 6.48% 1-year volatility. There are 7 mutual funds in the Global Allocation category with lower 1-year volatility, going as low as 3.03%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Principal Diversified Select Real Asset Fund | 3.03% | — | Jul 2019 | PQIPX vs PDSYX | |
| PFG BNY Mellon Diversifier Strategy Fund | 4.42% | — | Dec 2017 | PQIPX vs PFADX | |
| LoCorr Macro Strategies Fund Class I | 5.78% | — | Mar 2011 | PQIPX vs LFMIX | |
| Nuveen Real Asset Income Fund | 5.79% | — | Sep 2011 | PQIPX vs NRIIX | |
| Pioneer Multi-Asset Income Fund | 5.96% | — | Dec 2011 | PQIPX vs PMFYX |
Lowest Drawdown Alternatives to PQIPX
PQIPX has a 1-year max drawdown of -5.06%. There are 9 mutual funds in the Global Allocation category with shallower 1-year drawdowns, going as shallow as -1.98%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Principal Diversified Select Real Asset Fund | -1.98% | — | Jul 2019 | PQIPX vs PDSYX | |
| LoCorr Macro Strategies Fund Class I | -3.48% | — | Mar 2011 | PQIPX vs LFMIX | |
| PFG BNY Mellon Diversifier Strategy Fund | -3.63% | — | Dec 2017 | PQIPX vs PFADX | |
| Pioneer Multi-Asset Income Fund | -4.08% | — | Dec 2011 | PQIPX vs PMFYX | |
| Morningstar Global Income Fund | -4.38% | — | Nov 2018 | PQIPX vs MSTGX |
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 | |
|---|---|---|---|---|---|---|---|
| PIMCO Income Fund Institutional Class | Multisector Bonds | 33 | -0.05% | — | Mar 2007 | PQIPX vs PIMIX | |
| PIMCO Corporate & Income Opportunity Fund | Corporate Bonds | 1 | -2.49% | — | Dec 2002 | PQIPX vs PTY | |
| PIMCO Income Fund Class A | Multisector Bonds | 30 | -0.25% | — | Apr 2007 | PQIPX vs PONAX | |
| PIMCO Total Return Fund Institutional Class | Intermediate Core-Plus Bond | 20 | -0.80% | — | May 1987 | PQIPX vs PTTRX | |
| PIMCO Corporate & Income Strategy Fund | Multisector Bonds | 8 | -2.18% | — | Dec 2001 | PQIPX vs PCN | |
| PIMCO Income Fund Class I-2 | Multisector Bonds | 32 | -0.10% | — | Apr 2008 | PQIPX vs PONPX | |
| PIMCO StocksPLUS Long Duration Fund Class I | Diversified Portfolio | 25 | 4.49% | — | Aug 2007 | PQIPX vs PSLDX | |
| PIMCO Income Strategy Fund II | Multisector Bonds | 13 | 1.44% | — | Oct 2004 | PQIPX vs PFN | |
| PIMCO International Bond Fund (U.S. Dollar-Hedged) | Global Bonds | 8 | -0.68% | — | Dec 1992 | PQIPX vs PFORX | |
| PIMCO StocksPLUS International Fund (U.S. Dollar-H... | Foreign Large Cap Equities | 44 | 13.06% | — | Oct 2003 | PQIPX vs PISIX |
Often Compared With PQIPX
Investors most often compare PQIPX with SPXX, VQNPX, TLT. These 20 comparison targets span 14 categories, based on PortfoliosLab usage data.
Compare PQIPX with Any Fund or Stock
Compare PQIPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PQIPX with funds that move differently
PIMCO Dividend and Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PQIPX.
Explore PQIPX Diversifiers