MPLX vs. PDI
MPLX (MPLX LP) and PDI (PIMCO Dynamic Income Fund) are both stocks. MPLX operates in Oil & Gas Midstream (Energy), while PDI operates in Asset Management (Financial Services). Over the past 10 years, MPLX returned 15.31%/yr vs 7.51%/yr for PDI. At a 0.20 correlation, their price movements are largely independent.
Performance
MPLX vs. PDI - Performance Comparison
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Returns By Period
In the year-to-date period, MPLX achieves a 10.71% return, which is significantly higher than PDI's -0.56% return. Over the past 10 years, MPLX has outperformed PDI with an annualized return of 15.31%, while PDI has yielded a comparatively lower 7.51% annualized return.
MPLX
- 1D
- 1.66%
- 1M
- 0.66%
- YTD
- 10.71%
- 6M
- 10.03%
- 1Y
- 19.67%
- 3Y*
- 28.75%
- 5Y*
- 24.50%
- 10Y*
- 15.31%
PDI
- 1D
- -0.12%
- 1M
- -0.29%
- YTD
- -0.56%
- 6M
- -0.56%
- 1Y
- 0.87%
- 3Y*
- 10.94%
- 5Y*
- 2.62%
- 10Y*
- 7.51%
MPLX vs. PDI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MPLX MPLX LP | 10.71% | 20.54% | 41.72% | 22.46% | 21.09% | 53.92% | -1.79% | -8.25% | -8.43% | 9.00% |
PDI PIMCO Dynamic Income Fund | -0.56% | 11.03% | 17.18% | 11.99% | -16.99% | 7.81% | -9.96% | 22.23% | 7.35% | 18.59% |
Correlation
The correlation between MPLX and PDI is -0.03, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.03 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.15 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.22 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.22 |
Correlation (All Time) Calculated using the full available price history since Oct 26, 2012 | 0.20 |
The correlation between MPLX and PDI shifts across timeframes, from -0.03 (1 year) to 0.22 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
MPLX:
$6.16
PDI:
$3.86
MPLX:
9.22
PDI:
4.24
MPLX:
0.64
PDI:
0.06
MPLX:
3.46
PDI:
3.14
MPLX:
$12.54B
PDI:
$2.03B
MPLX:
$7.52B
PDI:
$1.51B
MPLX:
$6.90B
PDI:
$2.09B
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Return for Risk
MPLX vs. PDI — Risk / Return Rank
MPLX
PDI
MPLX vs. PDI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MPLX LP (MPLX) and PIMCO Dynamic Income Fund (PDI). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| MPLX | PDI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.13 | ||
| Sortino ratioReturn per unit of downside risk | +1.54 | ||
| Omega ratioGain probability vs. loss probability | 1.21 | 1.04 | +0.18 |
| Calmar ratioReturn relative to maximum drawdown | 2.55 | 0.12 | +2.43 |
| Martin ratioReturn relative to average drawdown | 5.92 | 0.26 | +5.65 |
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Drawdowns
MPLX vs. PDI - Drawdown Comparison
The maximum MPLX drawdown since its inception was -85.72%, which is greater than PDI's maximum drawdown of -46.47%. Use the drawdown chart below to compare losses from any high point for MPLX and PDI.
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Drawdown Indicators
| MPLX | PDI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -85.72% | -46.47% | -39.25% |
Max Drawdown (1Y)Largest decline over 1 year | -7.71% | -10.95% | +3.24% |
Max Drawdown (3Y)Largest decline over 3 years | -14.58% | -17.55% | +2.97% |
Max Drawdown (5Y)Largest decline over 5 years | -18.46% | -27.19% | +8.73% |
Max Drawdown (10Y)Largest decline over 10 years | -75.21% | -46.47% | -28.74% |
Current DrawdownCurrent decline from peak | -2.06% | -8.34% | +6.28% |
Average DrawdownAverage peak-to-trough decline | -29.91% | -6.22% | -23.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.32% | 5.18% | -1.86% |
Volatility
MPLX vs. PDI - Volatility Comparison
MPLX LP (MPLX) has a higher volatility of 4.72% compared to PIMCO Dynamic Income Fund (PDI) at 3.19%. This indicates that MPLX's price experiences larger fluctuations and is considered to be riskier than PDI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MPLX | PDI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.72% | 3.19% | +1.53% |
Volatility (6M)Calculated over the trailing 6-month period | 11.52% | 8.47% | +3.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.77% | 11.43% | +4.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.37% | 15.55% | +3.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.63% | 19.04% | +11.59% |
Dividends
MPLX vs. PDI - Dividend Comparison
MPLX's dividend yield for the trailing twelve months is around 7.36%, less than PDI's 16.20% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MPLX MPLX LP | 7.36% | 7.39% | 7.33% | 8.65% | 8.80% | 11.30% | 12.70% | 10.41% | 8.22% | 6.23% | 5.86% | 4.33% |
PDI PIMCO Dynamic Income Fund | 16.20% | 14.94% | 14.43% | 14.74% | 17.84% | 10.21% | 10.01% | 9.45% | 10.78% | 8.81% | 14.79% | 18.70% |
Financials
MPLX vs. PDI - Financials Comparison
This section allows you to compare key financial metrics between MPLX LP and PIMCO Dynamic Income Fund. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
MPLX vs. PDI - Profitability Comparison
MPLX - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, MPLX LP reported a gross profit of 2.64B and revenue of 3.04B. Therefore, the gross margin over that period was 86.8%.
PDI - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, PIMCO Dynamic Income Fund reported a gross profit of 558.21M and revenue of 615.21M. Therefore, the gross margin over that period was 90.7%.
MPLX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, MPLX LP reported an operating income of 1.21B and revenue of 3.04B, resulting in an operating margin of 40.0%.
PDI - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, PIMCO Dynamic Income Fund reported an operating income of 529.42M and revenue of 615.21M, resulting in an operating margin of 86.1%.
MPLX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, MPLX LP reported a net income of 922.00M and revenue of 3.04B, resulting in a net margin of 30.4%.
PDI - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, PIMCO Dynamic Income Fund reported a net income of 457.73M and revenue of 615.21M, resulting in a net margin of 74.4%.
Frequently Asked Questions
MPLX and PDI have a correlation of -0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MPLX has higher volatility (4.72%) compared to PDI (3.19%). In terms of maximum drawdown, MPLX dropped -85.72% vs PDI's -46.47%.
MPLX currently has the higher Sharpe Ratio (1.25 vs 0.12), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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