FXIEX vs. PSLDX
Compare and contrast key facts about PIMCO Fixed Income SHares: Series TE (FXIEX) and PIMCO StocksPLUS Long Duration Fund Class I (PSLDX).
FXIEX is managed by PIMCO. It was launched on Jun 24, 2012. PSLDX is managed by PIMCO. It was launched on Aug 31, 2007.
Performance
FXIEX vs. PSLDX - Performance Comparison
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FXIEX vs. PSLDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FXIEX PIMCO Fixed Income SHares: Series TE | -0.41% | 3.37% | 5.16% | 8.92% | -10.89% | 2.19% | 7.22% | 8.45% | 1.00% | 7.71% |
PSLDX PIMCO StocksPLUS Long Duration Fund Class I | -6.30% | 12.26% | 17.15% | 27.92% | -43.18% | 25.85% | 37.80% | 60.43% | -9.31% | 33.07% |
Returns By Period
In the year-to-date period, FXIEX achieves a -0.41% return, which is significantly higher than PSLDX's -6.30% return. Over the past 10 years, FXIEX has underperformed PSLDX with an annualized return of 2.78%, while PSLDX has yielded a comparatively higher 12.72% annualized return.
FXIEX
- 1D
- 0.31%
- 1M
- -1.82%
- YTD
- -0.41%
- 6M
- 0.21%
- 1Y
- 2.29%
- 3Y*
- 4.75%
- 5Y*
- 1.53%
- 10Y*
- 2.78%
PSLDX
- 1D
- 3.18%
- 1M
- -8.98%
- YTD
- -6.30%
- 6M
- -11.47%
- 1Y
- 5.69%
- 3Y*
- 11.86%
- 5Y*
- 2.79%
- 10Y*
- 12.72%
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FXIEX vs. PSLDX - Expense Ratio Comparison
FXIEX has a 0.07% expense ratio, which is lower than PSLDX's 0.61% expense ratio.
Return for Risk
FXIEX vs. PSLDX — Risk / Return Rank
FXIEX
PSLDX
FXIEX vs. PSLDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Fixed Income SHares: Series TE (FXIEX) and PIMCO StocksPLUS Long Duration Fund Class I (PSLDX). 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.
| FXIEX | PSLDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.57 | 0.28 | +0.29 |
Sortino ratioReturn per unit of downside risk | 0.82 | 0.55 | +0.27 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.08 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.54 | 0.37 | +0.17 |
Martin ratioReturn relative to average drawdown | 1.61 | 1.11 | +0.49 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FXIEX | PSLDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.57 | 0.28 | +0.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.37 | 0.12 | +0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.60 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.61 | -0.05 |
Correlation
The correlation between FXIEX and PSLDX is 0.20, 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.
Dividends
FXIEX vs. PSLDX - Dividend Comparison
FXIEX's dividend yield for the trailing twelve months is around 2.03%, less than PSLDX's 3.30% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FXIEX PIMCO Fixed Income SHares: Series TE | 2.03% | 2.75% | 4.53% | 3.98% | 3.25% | 2.63% | 3.37% | 3.63% | 3.79% | 2.67% | 0.00% | 0.00% |
PSLDX PIMCO StocksPLUS Long Duration Fund Class I | 3.30% | 5.60% | 16.73% | 3.67% | 2.66% | 38.80% | 12.89% | 18.91% | 15.58% | 24.52% | 11.55% | 12.08% |
Drawdowns
FXIEX vs. PSLDX - Drawdown Comparison
The maximum FXIEX drawdown since its inception was -15.25%, smaller than the maximum PSLDX drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for FXIEX and PSLDX.
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Drawdown Indicators
| FXIEX | PSLDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.25% | -55.25% | +40.00% |
Max Drawdown (1Y)Largest decline over 1 year | -5.11% | -19.25% | +14.14% |
Max Drawdown (5Y)Largest decline over 5 years | -15.25% | -49.32% | +34.07% |
Max Drawdown (10Y)Largest decline over 10 years | -15.25% | -49.32% | +34.07% |
Current DrawdownCurrent decline from peak | -2.01% | -15.88% | +13.87% |
Average DrawdownAverage peak-to-trough decline | -2.92% | -10.70% | +7.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.84% | 6.38% | -4.54% |
Volatility
FXIEX vs. PSLDX - Volatility Comparison
The current volatility for PIMCO Fixed Income SHares: Series TE (FXIEX) is 1.07%, while PIMCO StocksPLUS Long Duration Fund Class I (PSLDX) has a volatility of 8.39%. This indicates that FXIEX experiences smaller price fluctuations and is considered to be less risky than PSLDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FXIEX | PSLDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.07% | 8.39% | -7.32% |
Volatility (6M)Calculated over the trailing 6-month period | 2.33% | 14.38% | -12.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.73% | 24.15% | -18.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.30% | 22.90% | -18.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.07% | 21.33% | -17.26% |