CVFCX vs. PCGRX
Compare and contrast key facts about Pioneer Disciplined Value Fund (CVFCX) and Pioneer Mid Cap Value Fund (PCGRX).
CVFCX is managed by Amundi. It was launched on Dec 15, 2005. PCGRX is managed by Amundi. It was launched on Jul 25, 1990.
Performance
CVFCX vs. PCGRX - Performance Comparison
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CVFCX vs. PCGRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CVFCX Pioneer Disciplined Value Fund | 0.43% | 17.37% | 12.11% | 8.19% | -9.69% | 27.72% | 5.64% | 29.54% | -13.17% | 21.67% |
PCGRX Pioneer Mid Cap Value Fund | 1.36% | 10.84% | 10.44% | 12.38% | -5.85% | 28.94% | 1.81% | 28.04% | -19.52% | 12.89% |
Returns By Period
In the year-to-date period, CVFCX achieves a 0.43% return, which is significantly lower than PCGRX's 1.36% return. Over the past 10 years, CVFCX has outperformed PCGRX with an annualized return of 10.46%, while PCGRX has yielded a comparatively lower 8.61% annualized return.
CVFCX
- 1D
- 0.12%
- 1M
- -5.17%
- YTD
- 0.43%
- 6M
- 4.31%
- 1Y
- 14.52%
- 3Y*
- 11.80%
- 5Y*
- 8.42%
- 10Y*
- 10.46%
PCGRX
- 1D
- -0.89%
- 1M
- -6.55%
- YTD
- 1.36%
- 6M
- 4.63%
- 1Y
- 13.03%
- 3Y*
- 11.24%
- 5Y*
- 8.34%
- 10Y*
- 8.61%
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CVFCX vs. PCGRX - Expense Ratio Comparison
CVFCX has a 0.91% expense ratio, which is lower than PCGRX's 1.05% expense ratio.
Return for Risk
CVFCX vs. PCGRX — Risk / Return Rank
CVFCX
PCGRX
CVFCX vs. PCGRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pioneer Disciplined Value Fund (CVFCX) and Pioneer Mid Cap Value Fund (PCGRX). 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.
| CVFCX | PCGRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.92 | 0.75 | +0.17 |
Sortino ratioReturn per unit of downside risk | 1.35 | 1.14 | +0.21 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.16 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.06 | 0.86 | +0.20 |
Martin ratioReturn relative to average drawdown | 4.36 | 3.50 | +0.86 |
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
| CVFCX | PCGRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.92 | 0.75 | +0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.47 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.59 | 0.44 | +0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.54 | -0.13 |
Correlation
The correlation between CVFCX and PCGRX is 0.93, 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
CVFCX vs. PCGRX - Dividend Comparison
CVFCX's dividend yield for the trailing twelve months is around 5.83%, less than PCGRX's 7.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CVFCX Pioneer Disciplined Value Fund | 5.83% | 5.85% | 4.65% | 2.14% | 12.02% | 23.77% | 1.25% | 1.20% | 18.94% | 15.22% | 0.95% | 25.02% |
PCGRX Pioneer Mid Cap Value Fund | 7.09% | 7.19% | 9.50% | 6.92% | 12.41% | 14.24% | 0.71% | 1.08% | 12.40% | 8.35% | 6.59% | 10.48% |
Drawdowns
CVFCX vs. PCGRX - Drawdown Comparison
The maximum CVFCX drawdown since its inception was -55.99%, roughly equal to the maximum PCGRX drawdown of -53.63%. Use the drawdown chart below to compare losses from any high point for CVFCX and PCGRX.
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Drawdown Indicators
| CVFCX | PCGRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.99% | -53.63% | -2.36% |
Max Drawdown (1Y)Largest decline over 1 year | -12.93% | -14.56% | +1.63% |
Max Drawdown (5Y)Largest decline over 5 years | -24.19% | -20.29% | -3.90% |
Max Drawdown (10Y)Largest decline over 10 years | -35.32% | -42.30% | +6.98% |
Current DrawdownCurrent decline from peak | -7.16% | -7.61% | +0.45% |
Average DrawdownAverage peak-to-trough decline | -10.69% | -7.56% | -3.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.14% | 3.57% | -0.43% |
Volatility
CVFCX vs. PCGRX - Volatility Comparison
The current volatility for Pioneer Disciplined Value Fund (CVFCX) is 3.15%, while Pioneer Mid Cap Value Fund (PCGRX) has a volatility of 4.50%. This indicates that CVFCX experiences smaller price fluctuations and is considered to be less risky than PCGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CVFCX | PCGRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.15% | 4.50% | -1.35% |
Volatility (6M)Calculated over the trailing 6-month period | 8.70% | 10.04% | -1.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.05% | 19.03% | -1.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.99% | 17.67% | -1.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.84% | 19.50% | -1.66% |