EICIX vs. PEQIX
EICIX (EIC Value Fund) and PEQIX (Pioneer Equity Income Fund) are both mutual funds - EICIX is a Large Cap Value Equities fund managed by EIC, while PEQIX is a Dividend fund managed by Amundi. Over the past 10 years, EICIX returned 11.84%/yr vs 9.41%/yr for PEQIX. Their correlation of 0.90 means they have usually moved in the same direction. EICIX charges 0.95%/yr vs 1.02%/yr for PEQIX.
Performance
EICIX vs. PEQIX - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with EICIX having a 13.97% return and PEQIX slightly lower at 13.77%. Over the past 10 years, EICIX has outperformed PEQIX with an annualized return of 11.84%, while PEQIX has yielded a comparatively lower 9.41% annualized return.
EICIX
- 1D
- -1.07%
- 1M
- 4.45%
- 6M
- 8.40%
- YTD
- 13.97%
- 1Y
- 21.06%
- 3Y*
- 15.82%
- 5Y*
- 12.58%
- 10Y*
- 11.84%
- ALL TIME*
- 10.72%
PEQIX
- 1D
- -0.47%
- 1M
- 2.29%
- 6M
- 8.94%
- YTD
- 13.77%
- 1Y
- 22.90%
- 3Y*
- 12.35%
- 5Y*
- 8.28%
- 10Y*
- 9.41%
- ALL TIME*
- 9.36%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
EICIX EIC Value Fund | $0.00 | $0.00 | $0.00 |
| $0.00 | $0.00 | $0.00 |
EICIX vs. PEQIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EICIX EIC Value Fund | 13.97% | 16.01% | 11.55% | 12.91% | 0.90% | 30.08% | 4.27% | 22.64% | -7.80% | 14.42% |
PEQIX Pioneer Equity Income Fund | 13.77% | 11.30% | 11.18% | 6.84% | -8.08% | 25.28% | -0.20% | 25.46% | -8.93% | 15.00% |
Correlation
The correlation between EICIX and PEQIX is 0.84, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.84 |
Correlation (3Y) Balances recent behavior with more history. | 0.82 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.87 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.89 |
Correlation (All Time) Calculated using the full available price history since May 2, 2011 | 0.90 |
The correlation between EICIX and PEQIX has been stable across timeframes, ranging from 0.82 to 0.90 - a consistent structural relationship.
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Return for Risk
EICIX vs. PEQIX — Risk / Return Rank
EICIX
PEQIX
EICIX vs. PEQIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for EIC Value Fund (EICIX) and Pioneer Equity Income Fund (PEQIX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| EICIX | PEQIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.28 | ||
| Sortino ratioReturn per unit of downside risk | -0.28 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.31 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 2.24 | 2.57 | -0.33 |
| Martin ratioReturn relative to average drawdown | 5.46 | 8.44 | -2.98 |
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Drawdowns
EICIX vs. PEQIX - Drawdown Comparison
The maximum EICIX drawdown since its inception was -34.26%, smaller than the maximum PEQIX drawdown of -54.08%. Use the drawdown chart below to compare losses from any high point for EICIX and PEQIX.
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Drawdown Indicators
| EICIX | PEQIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.26% | -54.08% | +19.82% |
Max Drawdown (1Y)Largest decline over 1 year | -8.55% | -8.01% | -0.54% |
Max Drawdown (3Y)Largest decline over 3 years | -11.10% | -16.84% | +5.74% |
Max Drawdown (5Y)Largest decline over 5 years | -17.36% | -20.24% | +2.88% |
Max Drawdown (10Y)Largest decline over 10 years | -34.26% | -37.93% | +3.67% |
Current DrawdownCurrent decline from peak | -1.35% | -1.07% | -0.28% |
Average DrawdownAverage peak-to-trough decline | -3.39% | -6.56% | +3.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.49% | 2.44% | +1.05% |
Volatility
EICIX vs. PEQIX - Volatility Comparison
EIC Value Fund (EICIX) has a higher volatility of 5.79% compared to Pioneer Equity Income Fund (PEQIX) at 3.49%. This indicates that EICIX's price experiences larger fluctuations and is considered to be riskier than PEQIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EICIX | PEQIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.79% | 3.49% | +2.30% |
Volatility (6M)Calculated over the trailing 6-month period | 9.98% | 8.40% | +1.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.66% | 11.51% | +1.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.69% | 15.23% | -0.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.35% | 17.16% | -0.81% |
EICIX vs. PEQIX - Expense Ratio Comparison
EICIX has a 0.95% expense ratio, which is lower than PEQIX's 1.02% expense ratio.
Dividends
EICIX vs. PEQIX - Dividend Comparison
EICIX's dividend yield for the trailing twelve months is around 7.85%, less than PEQIX's 8.03% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EICIX EIC Value Fund | 7.85% | 8.95% | 9.47% | 4.09% | 6.07% | 11.14% | 6.05% | 7.71% | 10.82% | 8.51% | 2.03% | 3.42% |
PEQIX Pioneer Equity Income Fund | 8.03% | 9.08% | 40.97% | 17.42% | 12.72% | 9.34% | 1.59% | 4.00% | 7.75% | 5.31% | 13.11% | 10.13% |
Frequently Asked Questions
EICIX and PEQIX have a correlation of 0.84, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EICIX has higher volatility (5.79%) compared to PEQIX (3.49%). In terms of maximum drawdown, EICIX dropped -34.26% vs PEQIX's -54.08%.
PEQIX currently has the higher Sharpe Ratio (1.80 vs 1.52), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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