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 0.50, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FCFAX vs. PONAX - Performance Comparison
Key characteristics
FCFAX:
3.42
PONAX:
1.89
FCFAX:
5.49
PONAX:
2.82
FCFAX:
1.73
PONAX:
1.37
FCFAX:
6.33
PONAX:
3.19
FCFAX:
20.08
PONAX:
7.75
FCFAX:
0.42%
PONAX:
0.97%
FCFAX:
2.47%
PONAX:
3.99%
FCFAX:
-16.33%
PONAX:
-13.42%
FCFAX:
0.00%
PONAX:
0.00%
Returns By Period
In the year-to-date period, FCFAX achieves a 1.19% return, which is significantly lower than PONAX's 1.73% return. Over the past 10 years, FCFAX has outperformed PONAX with an annualized return of 4.31%, while PONAX has yielded a comparatively lower 4.02% annualized return.
FCFAX
1.19%
0.76%
2.40%
8.32%
4.23%
4.31%
PONAX
1.73%
1.53%
2.54%
7.63%
2.68%
4.02%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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.
Dividends
FCFAX vs. PONAX - Dividend Comparison
FCFAX's dividend yield for the trailing twelve months is around 5.81%, which matches PONAX's 5.78% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCFAX Frost Credit Fund | 5.81% | 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 | 5.78% | 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.
Volatility
FCFAX vs. PONAX - Volatility Comparison
The current volatility for Frost Credit Fund (FCFAX) is 0.71%, while PIMCO Income Fund Class A (PONAX) has a volatility of 0.92%. This indicates that FCFAX experiences smaller price fluctuations and is considered to be less risky than PONAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.