ANGLX vs. PIMIX
Compare and contrast key facts about Angel Oak Multi-Strategy Income Fund (ANGLX) and PIMCO Income Fund Institutional Class (PIMIX).
ANGLX is managed by Angel Oak. It was launched on Jun 27, 2011. PIMIX is managed by PIMCO. It was launched on Mar 30, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ANGLX or PIMIX.
Correlation
The correlation between ANGLX and PIMIX is 0.03, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
ANGLX vs. PIMIX - Performance Comparison
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Key characteristics
ANGLX:
2.71
PIMIX:
1.60
ANGLX:
4.80
PIMIX:
2.39
ANGLX:
1.62
PIMIX:
1.31
ANGLX:
1.15
PIMIX:
2.32
ANGLX:
12.00
PIMIX:
6.81
ANGLX:
0.65%
PIMIX:
0.95%
ANGLX:
2.88%
PIMIX:
4.08%
ANGLX:
-16.40%
PIMIX:
-13.39%
ANGLX:
-0.71%
PIMIX:
-1.40%
Returns By Period
In the year-to-date period, ANGLX achieves a 1.89% return, which is significantly lower than PIMIX's 2.14% return. Over the past 10 years, ANGLX has underperformed PIMIX with an annualized return of 1.87%, while PIMIX has yielded a comparatively higher 4.27% annualized return.
ANGLX
1.89%
0.32%
2.55%
7.89%
2.40%
1.87%
PIMIX
2.14%
0.86%
2.14%
6.68%
4.62%
4.27%
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ANGLX vs. PIMIX - Expense Ratio Comparison
ANGLX has a 1.21% expense ratio, which is higher than PIMIX's 0.62% expense ratio.
Risk-Adjusted Performance
ANGLX vs. PIMIX — Risk-Adjusted Performance Rank
ANGLX
PIMIX
ANGLX vs. PIMIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Angel Oak Multi-Strategy Income Fund (ANGLX) and PIMCO Income Fund Institutional Class (PIMIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
ANGLX vs. PIMIX - Dividend Comparison
ANGLX's dividend yield for the trailing twelve months is around 5.73%, which matches PIMIX's 5.72% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ANGLX Angel Oak Multi-Strategy Income Fund | 5.73% | 5.82% | 5.73% | 5.46% | 4.71% | 4.36% | 4.53% | 4.71% | 4.99% | 6.34% | 6.74% | 5.05% |
PIMIX PIMCO Income Fund Institutional Class | 5.72% | 6.27% | 6.21% | 6.40% | 4.02% | 4.89% | 5.86% | 5.68% | 5.41% | 5.57% | 7.84% | 6.30% |
Drawdowns
ANGLX vs. PIMIX - Drawdown Comparison
The maximum ANGLX drawdown since its inception was -16.40%, which is greater than PIMIX's maximum drawdown of -13.39%. Use the drawdown chart below to compare losses from any high point for ANGLX and PIMIX. For additional features, visit the drawdowns tool.
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Volatility
ANGLX vs. PIMIX - Volatility Comparison
The current volatility for Angel Oak Multi-Strategy Income Fund (ANGLX) is 0.81%, while PIMCO Income Fund Institutional Class (PIMIX) has a volatility of 1.57%. This indicates that ANGLX experiences smaller price fluctuations and is considered to be less risky than PIMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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