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 86. There are 16 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 | |
| Hartford Real Asset Fund | 97 | — | May 2010 | PQIPX vs HRLYX | |
| GMO Benchmark-Free Fund | 96 | — | Jun 2011 | PQIPX vs GBFFX | |
| GMO Implementation Fund | 95 | — | Feb 2012 | PQIPX vs GIMFX | |
| GMO Benchmark-Free Allocation Fund | 95 | — | Jul 2003 | PQIPX vs GBMFX |
Top Performing PQIPX Alternatives (YTD)
PQIPX is at 8.18% YTD. There are 42 mutual funds in the Global Allocation category with higher YTD returns, going as high as 25.76%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Calamos Global Total Return Fund | 25.76% | — | Oct 2005 | PQIPX vs CGO | |
| Calamos Global Dynamic Income Fund | 25.48% | — | Jun 2007 | PQIPX vs CHW | |
| Calamos Global Opportunities Fund | 19.22% | — | Sep 1996 | PQIPX vs CVLOX | |
| Allspring Absolute Return Fund | 18.69% | — | Feb 2012 | PQIPX vs WARAX | |
| Thornburg Investment Income Builder Fund | 17.92% | — | Dec 2002 | PQIPX vs TIBAX |
Lowest Volatility Alternatives to PQIPX
PQIPX has 6.36% 1-year volatility. There are 7 mutual funds in the Global Allocation category with lower 1-year volatility, going as low as 2.98%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Principal Diversified Select Real Asset Fund | 2.98% | — | Jul 2019 | PQIPX vs PDSYX | |
| PFG BNY Mellon Diversifier Strategy Fund | 4.27% | — | Dec 2017 | PQIPX vs PFADX | |
| LoCorr Macro Strategies Fund Class I | 5.58% | — | Mar 2011 | PQIPX vs LFMIX | |
| Pioneer Multi-Asset Income Fund | 5.66% | — | Dec 2011 | PQIPX vs PMFYX | |
| Nuveen Real Asset Income Fund | 5.77% | — | Sep 2011 | PQIPX vs NRIIX |
Lowest Drawdown Alternatives to PQIPX
PQIPX has a 1-year max drawdown of -5.06%. There are 12 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 | -2.60% | — | Mar 2011 | PQIPX vs LFMIX | |
| Hartford Real Asset Fund | -3.18% | — | May 2010 | PQIPX vs HRLYX | |
| PFG BNY Mellon Diversifier Strategy Fund | -3.63% | — | Dec 2017 | PQIPX vs PFADX | |
| Wilmington Real Asset Fund | -3.74% | — | Jun 2003 | PQIPX vs WMRIX |
Other Mutual Funds from PIMCO
The 10 most viewed PIMCO mutual funds shown here include PIMIX, PONAX, PTTRX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| PIMCO Income Fund Institutional Class | Total Bond Market | 45 | 1.00% | — | Mar 2007 | PQIPX vs PIMIX | |
| PIMCO Income Fund Class A | Multisector Bonds | 41 | 0.83% | — | Apr 2007 | PQIPX vs PONAX | |
| PIMCO Total Return Fund Institutional Class | Total Bond Market | 30 | 0.64% | — | — | PQIPX vs PTTRX | |
| PIMCO Corporate & Income Strategy Fund | Multisector Bonds | 3 | -4.37% | — | Dec 2001 | PQIPX vs PCN | |
| PIMCO Income Fund Class I-2 | Total Bond Market | 44 | 0.96% | — | — | PQIPX vs PONPX | |
| PIMCO StocksPLUS Long Duration Fund Class I | Diversified Portfolio | 47 | 10.35% | — | Aug 2007 | PQIPX vs PSLDX | |
| PIMCO Income Strategy Fund II | Multisector Bonds | 6 | -4.15% | — | Oct 2004 | PQIPX vs PFN | |
| PIMCO International Bond Fund (U.S. Dollar-Hedged) | Global Bonds | 9 | 0.12% | — | Dec 1992 | PQIPX vs PFORX | |
| PIMCO StocksPLUS International Fund (U.S. Dollar-H... | Foreign Large Cap Equities | 25 | 9.70% | — | Oct 2003 | PQIPX vs PISIX | |
| PIMCO Commodity Real Return Strategy Fund | Commodities | 75 | 26.86% | — | Jun 2002 | PQIPX vs PCRIX |
Often Compared With PQIPX
Investors most often compare PQIPX with SPXX, VQNPX, TLT. These 20 comparison targets span 13 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