DIAL vs. PIMIX
Compare and contrast key facts about Columbia Diversified Fixed Income Allocation ETF (DIAL) and PIMCO Income Fund Institutional Class (PIMIX).
DIAL is a passively managed fund by Ameriprise Financial that tracks the performance of the Bloomberg Beta Advantage Multi-Sector Bond Index. It was launched on Oct 12, 2017. 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: DIAL or PIMIX.
Correlation
The correlation between DIAL and PIMIX is 0.30, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
DIAL vs. PIMIX - Performance Comparison
Key characteristics
DIAL:
1.18
PIMIX:
1.60
DIAL:
1.69
PIMIX:
2.39
DIAL:
1.20
PIMIX:
1.31
DIAL:
0.52
PIMIX:
2.32
DIAL:
2.82
PIMIX:
6.81
DIAL:
2.18%
PIMIX:
0.95%
DIAL:
5.37%
PIMIX:
4.08%
DIAL:
-22.19%
PIMIX:
-13.39%
DIAL:
-5.66%
PIMIX:
-1.40%
Returns By Period
In the year-to-date period, DIAL achieves a 3.08% return, which is significantly higher than PIMIX's 2.14% return.
DIAL
3.08%
1.20%
1.46%
6.28%
0.64%
N/A
PIMIX
2.14%
0.47%
2.14%
6.48%
4.60%
4.28%
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DIAL vs. PIMIX - Expense Ratio Comparison
DIAL has a 0.28% expense ratio, which is lower than PIMIX's 0.62% expense ratio.
Risk-Adjusted Performance
DIAL vs. PIMIX — Risk-Adjusted Performance Rank
DIAL
PIMIX
DIAL vs. PIMIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Diversified Fixed Income Allocation ETF (DIAL) 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
DIAL vs. PIMIX - Dividend Comparison
DIAL's dividend yield for the trailing twelve months is around 4.73%, less than PIMIX's 5.72% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DIAL Columbia Diversified Fixed Income Allocation ETF | 4.73% | 4.67% | 3.77% | 3.47% | 2.46% | 2.61% | 3.27% | 3.56% | 0.65% | 0.00% | 0.00% | 0.00% |
PIMIX PIMCO Income Fund Institutional Class | 5.72% | 6.27% | 6.21% | 6.40% | 4.02% | 4.89% | 5.86% | 5.68% | 5.41% | 5.57% | 7.84% | 6.30% |
Drawdowns
DIAL vs. PIMIX - Drawdown Comparison
The maximum DIAL drawdown since its inception was -22.19%, which is greater than PIMIX's maximum drawdown of -13.39%. Use the drawdown chart below to compare losses from any high point for DIAL and PIMIX. For additional features, visit the drawdowns tool.
Volatility
DIAL vs. PIMIX - Volatility Comparison
Columbia Diversified Fixed Income Allocation ETF (DIAL) and PIMCO Income Fund Institutional Class (PIMIX) have volatilities of 1.60% and 1.57%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.