PIMCO Dividend and Income Fund (PQIPX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to PQIPX
PQIPX charges 0.81% annually. Among mutual funds in the Global Allocation category, these options have the lowest expense ratios among PQIPX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| GMO Implementation Fund | 0.02% | Feb 29, 2012 | PQIPX vs GIMFX | |
| Goldman Sachs Growth Strategy Portfolio | 0.19% | Jan 1, 1998 | PQIPX vs GGSIX | |
| Voya Global Perspectives Portfolio | 0.20% | Apr 30, 2013 | PQIPX vs IPIRX | |
| MH Elite Select Portfolio of Funds Fund | 0.21% | Apr 5, 2006 | PQIPX vs MHESX | |
| Janus Henderson Global Allocation Fund - Moderate | 0.25% | Dec 29, 2005 | PQIPX vs JNSMX |
Best Risk-Adjusted Alternatives to PQIPX
Among mutual funds in the Global Allocation 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 | |
|---|---|---|---|---|
| Thornburg Investment Income Builder Fund | 98 | Dec 23, 2002 | PQIPX vs TIBAX | |
| Hartford Real Asset Fund | 97 | May 27, 2010 | PQIPX vs HRLYX | |
| GMO Benchmark-Free Fund | 97 | Jun 14, 2011 | PQIPX vs GBFFX | |
| GMO Benchmark-Free Allocation Fund | 96 | Jul 22, 2003 | PQIPX vs GBMFX | |
| GMO Implementation Fund | 96 | Feb 29, 2012 | PQIPX vs GIMFX |
Top Performing PQIPX Alternatives (YTD)
PQIPX alternatives from the Global Allocation category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Allspring Absolute Return Fund | 14.79% | Feb 29, 2012 | PQIPX vs WARAX | |
| Hartford Real Asset Fund | 10.68% | May 27, 2010 | PQIPX vs HRLYX | |
| Wilmington Real Asset Fund | 10.27% | Jun 30, 2003 | PQIPX vs WMRIX | |
| Cohen & Steers Real Assets Fund Inc | 10.26% | Jan 30, 2012 | PQIPX vs RAPZX | |
| Principal Diversified Real Asset Fund | 9.23% | Mar 15, 2010 | PQIPX vs PDRDX |
Lowest Volatility Alternatives to PQIPX
PQIPX alternatives from the Global Allocation category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| PFG BNY Mellon Diversifier Strategy Fund | 4.95% | Dec 10, 2017 | PQIPX vs PFADX | |
| LoCorr Macro Strategies Fund Class I | 5.78% | Mar 24, 2011 | PQIPX vs LFMIX | |
| MH Elite Income Fund of Funds | 6.46% | Aug 14, 2011 | PQIPX vs MHEIX | |
| Principal Diversified Select Real Asset Fund | 6.83% | Jul 2, 2019 | PQIPX vs PDSYX | |
| Nuveen Real Asset Income Fund | 6.94% | Sep 12, 2011 | PQIPX vs NRIIX |
Lowest Drawdown Alternatives to PQIPX
PQIPX alternatives from the Global Allocation category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| LoCorr Macro Strategies Fund Class I | -3.08% | Mar 24, 2011 | PQIPX vs LFMIX | |
| PFG BNY Mellon Diversifier Strategy Fund | -4.21% | Dec 10, 2017 | PQIPX vs PFADX | |
| MH Elite Income Fund of Funds | -4.54% | Aug 14, 2011 | PQIPX vs MHEIX | |
| Allspring Absolute Return Fund | -5.06% | Feb 29, 2012 | PQIPX vs WARAX | |
| Principal Diversified Select Real Asset Fund | -5.32% | Jul 2, 2019 | PQIPX vs PDSYX |
Other Mutual Funds from PIMCO
Most popular PIMCO mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| PIMCO Income Fund Institutional Class | Total Bond Market | 81 | -1.36% | Mar 30, 2007 | PQIPX vs PIMIX | |
| PIMCO Income Fund Class A | Multisector Bonds | 78 | -1.42% | Apr 2, 2007 | PQIPX vs PONAX | |
| PIMCO Total Return Fund Institutional Class | Total Bond Market | 53 | -1.02% | — | PQIPX vs PTTRX | |
| PIMCO Corporate & Income Strategy Fund | Multisector Bonds | 3 | -4.21% | Dec 20, 2001 | PQIPX vs PCN | |
| PIMCO Income Fund Class I-2 | Total Bond Market | 80 | -1.37% | — | PQIPX vs PONPX | |
| PIMCO StocksPLUS Long Duration Fund Class I | Diversified Portfolio, Actively Managed | 10 | -9.19% | Aug 31, 2007 | PQIPX vs PSLDX | |
| PIMCO Income Strategy Fund II | Multisector Bonds | 11 | -5.40% | Oct 27, 2004 | PQIPX vs PFN | |
| PIMCO International Bond Fund (U.S. Dollar-Hedged) | Global Bonds | 24 | -2.23% | Dec 1, 1992 | PQIPX vs PFORX | |
| PIMCO StocksPLUS International Fund (U.S. Dollar-H... | Foreign Large Cap Equities | 24 | -0.85% | Oct 31, 2003 | PQIPX vs PISIX | |
| PIMCO RAE US Small Fund | Small Cap Value Equities | 28 | -0.95% | Jun 5, 2015 | PQIPX vs PMJIX |
Often Compared With PQIPX
What investors most often compare with PQIPX, 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.