JHFIX vs. PIMIX
Compare and contrast key facts about John Hancock Income Fund (JHFIX) and PIMCO Income Fund Institutional Class (PIMIX).
JHFIX is managed by John Hancock. It was launched on Aug 17, 1986. 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: JHFIX or PIMIX.
Correlation
The correlation between JHFIX and PIMIX is 0.58, 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
JHFIX vs. PIMIX - Performance Comparison
Key characteristics
JHFIX:
1.38
PIMIX:
1.98
JHFIX:
2.06
PIMIX:
2.98
JHFIX:
1.26
PIMIX:
1.39
JHFIX:
0.67
PIMIX:
3.38
JHFIX:
3.69
PIMIX:
8.42
JHFIX:
1.38%
PIMIX:
0.95%
JHFIX:
3.70%
PIMIX:
4.02%
JHFIX:
-20.12%
PIMIX:
-13.39%
JHFIX:
-1.63%
PIMIX:
0.00%
Returns By Period
In the year-to-date period, JHFIX achieves a 0.86% return, which is significantly lower than PIMIX's 1.76% return. Over the past 10 years, JHFIX has underperformed PIMIX with an annualized return of 1.95%, while PIMIX has yielded a comparatively higher 4.45% annualized return.
JHFIX
0.86%
0.86%
0.45%
5.11%
1.03%
1.95%
PIMIX
1.76%
1.67%
2.58%
7.97%
3.10%
4.45%
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JHFIX vs. PIMIX - Expense Ratio Comparison
JHFIX has a 0.80% expense ratio, which is higher than PIMIX's 0.62% expense ratio.
Risk-Adjusted Performance
JHFIX vs. PIMIX — Risk-Adjusted Performance Rank
JHFIX
PIMIX
JHFIX vs. PIMIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Income Fund (JHFIX) 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.
Dividends
JHFIX vs. PIMIX - Dividend Comparison
JHFIX's dividend yield for the trailing twelve months is around 3.94%, less than PIMIX's 6.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JHFIX John Hancock Income Fund | 3.94% | 3.93% | 3.29% | 3.40% | 3.24% | 2.37% | 2.77% | 3.28% | 3.02% | 2.91% | 3.14% | 4.02% |
PIMIX PIMCO Income Fund Institutional Class | 6.20% | 6.27% | 6.21% | 6.40% | 4.02% | 4.89% | 5.86% | 5.68% | 5.41% | 5.57% | 7.84% | 6.30% |
Drawdowns
JHFIX vs. PIMIX - Drawdown Comparison
The maximum JHFIX drawdown since its inception was -20.12%, which is greater than PIMIX's maximum drawdown of -13.39%. Use the drawdown chart below to compare losses from any high point for JHFIX and PIMIX. For additional features, visit the drawdowns tool.
Volatility
JHFIX vs. PIMIX - Volatility Comparison
John Hancock Income Fund (JHFIX) has a higher volatility of 0.92% compared to PIMCO Income Fund Institutional Class (PIMIX) at 0.86%. This indicates that JHFIX's price experiences larger fluctuations and is considered to be riskier than PIMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.