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DIPSX vs. PIMIX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

DIPSX vs. PIMIX

Last updated May 12, 2025

Compare and contrast key facts about DFA Inflation-Protected Securities Portfolio (DIPSX) and PIMCO Income Fund Institutional Class (PIMIX).

DIPSX is managed by Dimensional Fund Advisors LP. It was launched on Sep 17, 2006. 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: DIPSX or PIMIX.

Correlation

The correlation between DIPSX and PIMIX is -0.80. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.

Performance

DIPSX vs. PIMIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in DFA Inflation-Protected Securities Portfolio (DIPSX) and PIMCO Income Fund Institutional Class (PIMIX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

DIPSX:

4.26%

PIMIX:

4.30%

Max Drawdown

DIPSX:

-0.36%

PIMIX:

-0.38%

Current Drawdown

DIPSX:

-0.27%

PIMIX:

-0.28%

Returns By Period

DIPSX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

PIMIX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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DIPSX vs. PIMIX - Expense Ratio Comparison

DIPSX has a 0.11% expense ratio, which is lower than PIMIX's 0.62% expense ratio.

PIMIX
PIMCO Income Fund Institutional Class
DIPSX
DFA Inflation-Protected Securities Portfolio

Risk-Adjusted Performance

DIPSX vs. PIMIX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
DIPSX
The Risk-Adjusted Performance Rank of DIPSX is 8383
Overall Rank
The Sharpe Ratio Rank of DIPSX is 8787
Sharpe Ratio Rank
The Sortino Ratio Rank of DIPSX is 8787
Sortino Ratio Rank
The Omega Ratio Rank of DIPSX is 8686
Omega Ratio Rank
The Calmar Ratio Rank of DIPSX is 7474
Calmar Ratio Rank
The Martin Ratio Rank of DIPSX is 8181
Martin Ratio Rank
PIMIX
The Risk-Adjusted Performance Rank of PIMIX is 9191
Overall Rank
The Sharpe Ratio Rank of PIMIX is 9090
Sharpe Ratio Rank
The Sortino Ratio Rank of PIMIX is 9090
Sortino Ratio Rank
The Omega Ratio Rank of PIMIX is 8989
Omega Ratio Rank
The Calmar Ratio Rank of PIMIX is 9494
Calmar Ratio Rank
The Martin Ratio Rank of PIMIX is 9191
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

DIPSX vs. PIMIX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for DFA Inflation-Protected Securities Portfolio (DIPSX) 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.

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Dividends

DIPSX vs. PIMIX - Dividend Comparison

DIPSX's dividend yield for the trailing twelve months is around 3.00%, less than PIMIX's 5.72% yield.

TTM20242023202220212020201920182017201620152014
DIPSX
DFA Inflation-Protected Securities Portfolio		3.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
PIMIX
PIMCO Income Fund Institutional Class		5.72%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

DIPSX vs. PIMIX - Drawdown Comparison

The maximum DIPSX drawdown since its inception was -0.36%, smaller than the maximum PIMIX drawdown of -0.38%. Use the drawdown chart below to compare losses from any high point for DIPSX and PIMIX. For additional features, visit the drawdowns tool.

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Volatility

DIPSX vs. PIMIX - Volatility Comparison

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