FCFAX vs. PONAX
Compare and contrast key facts about Frost Credit Fund (FCFAX) and PIMCO Income Fund Class A (PONAX).
FCFAX is managed by Frost Funds. It was launched on Dec 3, 2012. PONAX is managed by PIMCO. It was launched on Apr 2, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FCFAX or PONAX.
Correlation
The correlation between FCFAX and PONAX is 0.16, 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
FCFAX vs. PONAX - Performance Comparison
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Key characteristics
FCFAX:
2.00
PONAX:
1.51
FCFAX:
2.94
PONAX:
2.24
FCFAX:
1.40
PONAX:
1.29
FCFAX:
1.96
PONAX:
2.17
FCFAX:
7.74
PONAX:
6.23
FCFAX:
0.71%
PONAX:
0.97%
FCFAX:
2.79%
PONAX:
4.04%
FCFAX:
-16.33%
PONAX:
-13.42%
FCFAX:
-1.34%
PONAX:
-1.40%
Returns By Period
In the year-to-date period, FCFAX achieves a 0.63% return, which is significantly lower than PONAX's 2.03% return. Both investments have delivered pretty close results over the past 10 years, with FCFAX having a 4.02% annualized return and PONAX not far behind at 3.85%.
FCFAX
0.63%
1.08%
0.72%
5.53%
6.29%
4.02%
PONAX
2.03%
0.47%
1.95%
6.07%
4.19%
3.85%
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FCFAX vs. PONAX - Expense Ratio Comparison
FCFAX has a 0.96% expense ratio, which is lower than PONAX's 1.02% expense ratio.
Risk-Adjusted Performance
FCFAX vs. PONAX — Risk-Adjusted Performance Rank
FCFAX
PONAX
FCFAX vs. PONAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Frost Credit Fund (FCFAX) and PIMCO Income Fund Class A (PONAX). 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
FCFAX vs. PONAX - Dividend Comparison
FCFAX's dividend yield for the trailing twelve months is around 5.91%, more than PONAX's 5.33% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCFAX Frost Credit Fund | 5.91% | 5.79% | 5.95% | 4.99% | 3.64% | 3.70% | 4.63% | 4.68% | 4.60% | 4.85% | 4.96% | 4.56% |
PONAX PIMCO Income Fund Class A | 5.33% | 5.86% | 5.87% | 5.96% | 3.62% | 4.49% | 5.47% | 5.24% | 4.95% | 5.17% | 7.33% | 5.89% |
Drawdowns
FCFAX vs. PONAX - Drawdown Comparison
The maximum FCFAX drawdown since its inception was -16.33%, which is greater than PONAX's maximum drawdown of -13.42%. Use the drawdown chart below to compare losses from any high point for FCFAX and PONAX. For additional features, visit the drawdowns tool.
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Volatility
FCFAX vs. PONAX - Volatility Comparison
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