DFIP vs. PIMIX
Compare and contrast key facts about Dimensional Inflation-Protected Securities ETF (DFIP) and PIMCO Income Fund Institutional Class (PIMIX).
DFIP is an actively managed fund by Dimensional. It was launched on Nov 15, 2021. 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: DFIP or PIMIX.
Correlation
The correlation between DFIP and PIMIX is 0.70, 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.
Performance
DFIP vs. PIMIX - Performance Comparison
Key characteristics
DFIP:
1.40
PIMIX:
1.90
DFIP:
1.96
PIMIX:
2.88
DFIP:
1.26
PIMIX:
1.38
DFIP:
0.61
PIMIX:
3.18
DFIP:
3.94
PIMIX:
8.14
DFIP:
1.75%
PIMIX:
0.92%
DFIP:
4.91%
PIMIX:
3.95%
DFIP:
-14.96%
PIMIX:
-13.39%
DFIP:
-3.96%
PIMIX:
-0.28%
Returns By Period
In the year-to-date period, DFIP achieves a 4.32% return, which is significantly higher than PIMIX's 2.87% return.
DFIP
4.32%
0.37%
0.61%
6.86%
N/A
N/A
PIMIX
2.87%
-0.28%
1.87%
7.39%
5.34%
4.39%
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DFIP vs. PIMIX - Expense Ratio Comparison
DFIP has a 0.11% expense ratio, which is lower than PIMIX's 0.62% expense ratio.
Risk-Adjusted Performance
DFIP vs. PIMIX — Risk-Adjusted Performance Rank
DFIP
PIMIX
DFIP vs. PIMIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dimensional Inflation-Protected Securities ETF (DFIP) 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
DFIP vs. PIMIX - Dividend Comparison
DFIP's dividend yield for the trailing twelve months is around 4.00%, less than PIMIX's 5.65% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFIP Dimensional Inflation-Protected Securities ETF | 4.00% | 3.69% | 3.68% | 5.97% | 0.56% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
PIMIX PIMCO Income Fund Institutional Class | 5.65% | 6.27% | 6.21% | 6.40% | 4.02% | 4.89% | 5.86% | 5.68% | 5.41% | 5.57% | 7.84% | 6.30% |
Drawdowns
DFIP vs. PIMIX - Drawdown Comparison
The maximum DFIP drawdown since its inception was -14.96%, which is greater than PIMIX's maximum drawdown of -13.39%. Use the drawdown chart below to compare losses from any high point for DFIP and PIMIX. For additional features, visit the drawdowns tool.
Volatility
DFIP vs. PIMIX - Volatility Comparison
Dimensional Inflation-Protected Securities ETF (DFIP) has a higher volatility of 1.31% compared to PIMCO Income Fund Institutional Class (PIMIX) at 0.72%. This indicates that DFIP'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.