HLIPX vs. PIMIX
Compare and contrast key facts about JPMorgan Core Plus Bond Fund (HLIPX) and PIMCO Income Fund Institutional Class (PIMIX).
HLIPX is managed by JPMorgan Chase. It was launched on Mar 5, 1993. 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: HLIPX or PIMIX.
Correlation
The correlation between HLIPX and PIMIX is 0.12, 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
HLIPX vs. PIMIX - Performance Comparison
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Key characteristics
HLIPX:
1.00
PIMIX:
1.52
HLIPX:
1.71
PIMIX:
2.56
HLIPX:
1.20
PIMIX:
1.33
HLIPX:
0.55
PIMIX:
2.52
HLIPX:
3.09
PIMIX:
7.43
HLIPX:
1.91%
PIMIX:
0.95%
HLIPX:
5.13%
PIMIX:
4.17%
HLIPX:
-19.43%
PIMIX:
-13.39%
HLIPX:
-4.83%
PIMIX:
-0.98%
Returns By Period
In the year-to-date period, HLIPX achieves a 2.08% return, which is significantly lower than PIMIX's 2.57% return. Over the past 10 years, HLIPX has underperformed PIMIX with an annualized return of 1.82%, while PIMIX has yielded a comparatively higher 4.27% annualized return.
HLIPX
2.08%
0.33%
2.06%
5.03%
-0.06%
1.82%
PIMIX
2.57%
0.80%
3.35%
6.22%
4.71%
4.27%
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HLIPX vs. PIMIX - Expense Ratio Comparison
HLIPX has a 0.46% expense ratio, which is lower than PIMIX's 0.62% expense ratio.
Risk-Adjusted Performance
HLIPX vs. PIMIX — Risk-Adjusted Performance Rank
HLIPX
PIMIX
HLIPX vs. PIMIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Core Plus Bond Fund (HLIPX) 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
HLIPX vs. PIMIX - Dividend Comparison
HLIPX's dividend yield for the trailing twelve months is around 4.96%, less than PIMIX's 6.24% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HLIPX JPMorgan Core Plus Bond Fund | 4.96% | 4.88% | 4.01% | 3.37% | 2.57% | 2.74% | 3.26% | 3.11% | 2.84% | 2.77% | 3.03% | 3.44% |
PIMIX PIMCO Income Fund Institutional Class | 6.24% | 6.27% | 6.21% | 6.40% | 4.02% | 4.89% | 5.86% | 5.68% | 5.41% | 5.57% | 7.84% | 6.30% |
Drawdowns
HLIPX vs. PIMIX - Drawdown Comparison
The maximum HLIPX drawdown since its inception was -19.43%, which is greater than PIMIX's maximum drawdown of -13.39%. Use the drawdown chart below to compare losses from any high point for HLIPX and PIMIX. For additional features, visit the drawdowns tool.
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Volatility
HLIPX vs. PIMIX - Volatility Comparison
JPMorgan Core Plus Bond Fund (HLIPX) and PIMCO Income Fund Institutional Class (PIMIX) have volatilities of 1.46% and 1.46%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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