BBCPX vs. PIMIX
Compare and contrast key facts about Bridge Builder Core Plus Bond Fund (BBCPX) and PIMCO Income Fund Institutional Class (PIMIX).
BBCPX is managed by Bridge Builder. It was launched on Jul 13, 2015. 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: BBCPX or PIMIX.
Correlation
The correlation between BBCPX and PIMIX is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
BBCPX vs. PIMIX - Performance Comparison
Key characteristics
BBCPX:
0.17
PIMIX:
1.11
BBCPX:
0.27
PIMIX:
1.62
BBCPX:
1.03
PIMIX:
1.21
BBCPX:
0.08
PIMIX:
1.97
BBCPX:
0.45
PIMIX:
4.63
BBCPX:
2.13%
PIMIX:
1.00%
BBCPX:
5.64%
PIMIX:
4.20%
BBCPX:
-18.73%
PIMIX:
-13.39%
BBCPX:
-8.50%
PIMIX:
-2.09%
Returns By Period
In the year-to-date period, BBCPX achieves a -1.27% return, which is significantly lower than PIMIX's -0.95% return.
BBCPX
-1.27%
-2.40%
-1.10%
0.73%
-0.20%
N/A
PIMIX
-0.95%
-1.18%
1.31%
4.35%
2.65%
4.24%
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BBCPX vs. PIMIX - Expense Ratio Comparison
BBCPX has a 0.15% expense ratio, which is lower than PIMIX's 0.62% expense ratio.
Risk-Adjusted Performance
BBCPX vs. PIMIX — Risk-Adjusted Performance Rank
BBCPX
PIMIX
BBCPX vs. PIMIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Bridge Builder Core Plus Bond Fund (BBCPX) 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.
Dividends
BBCPX vs. PIMIX - Dividend Comparison
BBCPX's dividend yield for the trailing twelve months is around 4.51%, less than PIMIX's 6.33% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBCPX Bridge Builder Core Plus Bond Fund | 4.51% | 4.46% | 4.13% | 3.69% | 2.13% | 2.70% | 3.60% | 3.47% | 2.72% | 2.52% | 1.06% | 0.00% |
PIMIX PIMCO Income Fund Institutional Class | 6.33% | 6.27% | 6.21% | 6.40% | 4.02% | 4.89% | 5.86% | 5.68% | 5.41% | 5.57% | 7.84% | 6.30% |
Drawdowns
BBCPX vs. PIMIX - Drawdown Comparison
The maximum BBCPX drawdown since its inception was -18.73%, which is greater than PIMIX's maximum drawdown of -13.39%. Use the drawdown chart below to compare losses from any high point for BBCPX and PIMIX. For additional features, visit the drawdowns tool.
Volatility
BBCPX vs. PIMIX - Volatility Comparison
Bridge Builder Core Plus Bond Fund (BBCPX) has a higher volatility of 1.36% compared to PIMCO Income Fund Institutional Class (PIMIX) at 1.18%. This indicates that BBCPX's price experiences larger fluctuations and is considered to be riskier than PIMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.