LBNDX vs. PIMIX
Compare and contrast key facts about Lord Abbett Bond Debenture Fund (LBNDX) and PIMCO Income Fund Institutional Class (PIMIX).
LBNDX is managed by Lord Abbett. It was launched on Mar 31, 1971. 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: LBNDX or PIMIX.
Correlation
The correlation between LBNDX 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
LBNDX vs. PIMIX - Performance Comparison
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Key characteristics
LBNDX:
1.27
PIMIX:
1.65
LBNDX:
1.74
PIMIX:
2.29
LBNDX:
1.25
PIMIX:
1.30
LBNDX:
0.77
PIMIX:
2.23
LBNDX:
4.27
PIMIX:
6.60
LBNDX:
1.23%
PIMIX:
0.94%
LBNDX:
4.25%
PIMIX:
4.10%
LBNDX:
-26.23%
PIMIX:
-13.39%
LBNDX:
-1.06%
PIMIX:
-0.98%
Returns By Period
In the year-to-date period, LBNDX achieves a 0.93% return, which is significantly lower than PIMIX's 2.57% return. Over the past 10 years, LBNDX has underperformed PIMIX with an annualized return of 3.29%, while PIMIX has yielded a comparatively higher 4.30% annualized return.
LBNDX
0.93%
2.26%
0.94%
5.42%
4.24%
3.70%
3.29%
PIMIX
2.57%
0.61%
3.16%
6.83%
5.84%
4.61%
4.30%
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LBNDX vs. PIMIX - Expense Ratio Comparison
LBNDX has a 0.77% expense ratio, which is higher than PIMIX's 0.62% expense ratio.
Risk-Adjusted Performance
LBNDX vs. PIMIX — Risk-Adjusted Performance Rank
LBNDX
PIMIX
LBNDX vs. PIMIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Bond Debenture Fund (LBNDX) 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
LBNDX vs. PIMIX - Dividend Comparison
LBNDX's dividend yield for the trailing twelve months is around 6.06%, less than PIMIX's 6.24% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LBNDX Lord Abbett Bond Debenture Fund | 6.06% | 5.87% | 5.12% | 5.06% | 3.81% | 3.71% | 4.01% | 4.78% | 4.24% | 4.64% | 4.72% | 6.95% |
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
LBNDX vs. PIMIX - Drawdown Comparison
The maximum LBNDX drawdown since its inception was -26.23%, which is greater than PIMIX's maximum drawdown of -13.39%. Use the drawdown chart below to compare losses from any high point for LBNDX and PIMIX. For additional features, visit the drawdowns tool.
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Volatility
LBNDX vs. PIMIX - Volatility Comparison
The current volatility for Lord Abbett Bond Debenture Fund (LBNDX) is 0.95%, while PIMCO Income Fund Institutional Class (PIMIX) has a volatility of 1.40%. This indicates that LBNDX experiences smaller price fluctuations and is considered to be less risky than PIMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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