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.
Performance
BMSIX vs. PIMIX - Performance Comparison
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BMSIX vs. PIMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BMSIX BlackRock Income Fund | -1.60% | 8.38% | 5.96% | 7.84% | -10.08% | -0.29% | 6.94% | 12.03% | -1.03% | 6.62% |
PIMIX PIMCO Income Fund Institutional Class | -1.36% | 11.08% | 5.45% | 9.36% | -9.07% | 2.62% | 5.84% | 8.10% | 0.63% | 8.63% |
Returns By Period
In the year-to-date period, BMSIX achieves a -1.60% return, which is significantly lower than PIMIX's -1.36% return. Over the past 10 years, BMSIX has underperformed PIMIX with an annualized return of 3.86%, while PIMIX has yielded a comparatively higher 4.66% annualized return.
BMSIX
- 1D
- 0.22%
- 1M
- -2.30%
- YTD
- -1.60%
- 6M
- -0.11%
- 1Y
- 5.03%
- 3Y*
- 6.03%
- 5Y*
- 1.62%
- 10Y*
- 3.86%
PIMIX
- 1D
- 0.47%
- 1M
- -3.24%
- YTD
- -1.36%
- 6M
- 1.15%
- 1Y
- 6.07%
- 3Y*
- 7.20%
- 5Y*
- 3.38%
- 10Y*
- 4.66%
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BMSIX vs. PIMIX - Expense Ratio Comparison
Both BMSIX and PIMIX have an expense ratio of 0.62%.
Return for Risk
BMSIX vs. PIMIX — Risk / Return Rank
BMSIX
PIMIX
BMSIX vs. PIMIX - Risk-Adjusted Trends 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.
| BMSIX | PIMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.85 | 1.56 | +0.29 |
Sortino ratioReturn per unit of downside risk | 2.77 | 2.25 | +0.52 |
Omega ratioGain probability vs. loss probability | 1.39 | 1.29 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 2.23 | 1.87 | +0.36 |
Martin ratioReturn relative to average drawdown | 9.30 | 7.56 | +1.75 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BMSIX | PIMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.85 | 1.56 | +0.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.72 | -0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.94 | 1.11 | -0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.20 | 1.56 | -0.36 |
Correlation
The correlation between BMSIX and PIMIX is 0.71, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
BMSIX vs. PIMIX - Dividend Comparison
BMSIX's dividend yield for the trailing twelve months is around 5.33%, less than PIMIX's 5.57% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BMSIX BlackRock Income Fund | 5.33% | 5.66% | 5.99% | 4.38% | 3.71% | 5.31% | 4.19% | 4.90% | 5.13% | 4.03% | 4.49% | 4.35% |
PIMIX PIMCO Income Fund Institutional Class | 5.57% | 6.01% | 6.27% | 6.21% | 4.98% | 4.02% | 4.88% | 5.83% | 5.66% | 5.37% | 5.52% | 7.88% |
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.
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Drawdown Indicators
| BMSIX | PIMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.60% | -13.39% | -5.21% |
Max Drawdown (1Y)Largest decline over 1 year | -2.51% | -3.69% | +1.18% |
Max Drawdown (5Y)Largest decline over 5 years | -16.52% | -13.34% | -3.18% |
Max Drawdown (10Y)Largest decline over 10 years | -18.60% | -13.39% | -5.21% |
Current DrawdownCurrent decline from peak | -2.30% | -3.24% | +0.94% |
Average DrawdownAverage peak-to-trough decline | -2.05% | -1.69% | -0.36% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.60% | 0.92% | -0.32% |
Volatility
BMSIX vs. PIMIX - Volatility Comparison
The current volatility for BlackRock Income Fund (BMSIX) is 1.24%, while PIMCO Income Fund Institutional Class (PIMIX) has a volatility of 1.88%. 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.
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Volatility by Period
| BMSIX | PIMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.24% | 1.88% | -0.64% |
Volatility (6M)Calculated over the trailing 6-month period | 1.95% | 2.64% | -0.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.99% | 4.28% | -1.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.71% | 4.75% | -1.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.12% | 4.20% | -0.08% |