LSIIX vs. PIMIX
Compare and contrast key facts about Loomis Sayles Investment Grade Bond Fund Class Y (LSIIX) and PIMCO Income Fund Institutional Class (PIMIX).
LSIIX is managed by Natixis Investment Managers. It was launched on Dec 31, 1996. 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: LSIIX or PIMIX.
Correlation
The correlation between LSIIX 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
LSIIX vs. PIMIX - Performance Comparison
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Key characteristics
LSIIX:
0.99
PIMIX:
1.60
LSIIX:
1.46
PIMIX:
2.39
LSIIX:
1.17
PIMIX:
1.31
LSIIX:
0.47
PIMIX:
2.32
LSIIX:
2.47
PIMIX:
6.81
LSIIX:
2.02%
PIMIX:
0.95%
LSIIX:
5.06%
PIMIX:
4.08%
LSIIX:
-20.76%
PIMIX:
-13.39%
LSIIX:
-5.76%
PIMIX:
-1.40%
Returns By Period
In the year-to-date period, LSIIX achieves a 1.58% return, which is significantly lower than PIMIX's 2.14% return. Over the past 10 years, LSIIX has underperformed PIMIX with an annualized return of 1.29%, while PIMIX has yielded a comparatively higher 4.27% annualized return.
LSIIX
1.58%
1.45%
0.76%
5.32%
0.81%
1.29%
PIMIX
2.14%
0.86%
2.14%
6.68%
4.62%
4.27%
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LSIIX vs. PIMIX - Expense Ratio Comparison
LSIIX has a 0.54% expense ratio, which is lower than PIMIX's 0.62% expense ratio.
Risk-Adjusted Performance
LSIIX vs. PIMIX — Risk-Adjusted Performance Rank
LSIIX
PIMIX
LSIIX vs. PIMIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Loomis Sayles Investment Grade Bond Fund Class Y (LSIIX) 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
LSIIX vs. PIMIX - Dividend Comparison
LSIIX's dividend yield for the trailing twelve months is around 4.94%, less than PIMIX's 5.72% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LSIIX Loomis Sayles Investment Grade Bond Fund Class Y | 4.94% | 4.86% | 4.25% | 3.32% | 4.16% | 8.20% | 3.56% | 2.18% | 4.10% | 6.71% | 3.91% | 4.40% |
PIMIX PIMCO Income Fund Institutional Class | 5.72% | 6.27% | 6.21% | 6.40% | 4.02% | 4.89% | 5.86% | 5.68% | 5.41% | 5.57% | 7.84% | 6.30% |
Drawdowns
LSIIX vs. PIMIX - Drawdown Comparison
The maximum LSIIX drawdown since its inception was -20.76%, which is greater than PIMIX's maximum drawdown of -13.39%. Use the drawdown chart below to compare losses from any high point for LSIIX and PIMIX. For additional features, visit the drawdowns tool.
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Volatility
LSIIX vs. PIMIX - Volatility Comparison
Loomis Sayles Investment Grade Bond Fund Class Y (LSIIX) and PIMCO Income Fund Institutional Class (PIMIX) have volatilities of 1.53% and 1.57%, 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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