BMSIX vs. PIMIX
Compare and contrast key facts about BlackRock Income Fund (BMSIX) and PIMCO Income Fund Institutional Class (PIMIX).
BMSIX is managed by BlackRock. It was launched on Feb 25, 2010. 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: BMSIX or PIMIX.
Correlation
The correlation between BMSIX and PIMIX is 0.69, 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
BMSIX vs. PIMIX - Performance Comparison
Key characteristics
BMSIX:
2.33
PIMIX:
1.98
BMSIX:
3.80
PIMIX:
2.98
BMSIX:
1.49
PIMIX:
1.39
BMSIX:
1.25
PIMIX:
3.38
BMSIX:
10.88
PIMIX:
8.42
BMSIX:
0.66%
PIMIX:
0.95%
BMSIX:
3.08%
PIMIX:
4.03%
BMSIX:
-18.60%
PIMIX:
-13.39%
BMSIX:
-0.22%
PIMIX:
-0.00%
Returns By Period
In the year-to-date period, BMSIX achieves a 0.67% return, which is significantly lower than PIMIX's 1.76% return. Over the past 10 years, BMSIX has underperformed PIMIX with an annualized return of 3.30%, while PIMIX has yielded a comparatively higher 4.46% annualized return.
BMSIX
0.67%
0.67%
2.00%
7.29%
1.85%
3.30%
PIMIX
1.76%
1.57%
2.77%
8.08%
3.10%
4.46%
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BMSIX vs. PIMIX - Expense Ratio Comparison
Both BMSIX and PIMIX have an expense ratio of 0.62%.
Risk-Adjusted Performance
BMSIX vs. PIMIX — Risk-Adjusted Performance Rank
BMSIX
PIMIX
BMSIX vs. PIMIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Income Fund (BMSIX) 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
BMSIX vs. PIMIX - Dividend Comparison
BMSIX's dividend yield for the trailing twelve months is around 5.89%, less than PIMIX's 6.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BMSIX BlackRock Income Fund | 5.89% | 5.98% | 5.84% | 4.44% | 3.55% | 4.19% | 4.62% | 4.69% | 4.04% | 4.34% | 4.28% | 4.60% |
PIMIX PIMCO Income Fund Institutional Class | 6.20% | 6.27% | 6.21% | 6.40% | 4.02% | 4.89% | 5.86% | 5.68% | 5.41% | 5.57% | 7.84% | 6.30% |
Drawdowns
BMSIX vs. PIMIX - Drawdown Comparison
The maximum BMSIX drawdown since its inception was -18.60%, which is greater than PIMIX's maximum drawdown of -13.39%. Use the drawdown chart below to compare losses from any high point for BMSIX and PIMIX. For additional features, visit the drawdowns tool.
Volatility
BMSIX vs. PIMIX - Volatility Comparison
The current volatility for BlackRock Income Fund (BMSIX) is 0.73%, while PIMCO Income Fund Institutional Class (PIMIX) has a volatility of 0.94%. This indicates that BMSIX 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.