MWESX vs. PONAX
Compare and contrast key facts about MetWest ESG Securitized Fund (MWESX) and PIMCO Income Fund Class A (PONAX).
MWESX is managed by Metropolitan West Funds. It was launched on Sep 29, 2021. PONAX is managed by PIMCO. It was launched on Apr 2, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MWESX or PONAX.
Correlation
The correlation between MWESX and PONAX is -0.95. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
MWESX vs. PONAX - Performance Comparison
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Key characteristics
MWESX:
3.01%
PONAX:
4.02%
MWESX:
-0.23%
PONAX:
-13.42%
MWESX:
-0.23%
PONAX:
-1.49%
Returns By Period
MWESX
N/A
N/A
N/A
N/A
N/A
N/A
PONAX
1.93%
1.34%
1.85%
6.17%
4.16%
3.81%
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MWESX vs. PONAX - Expense Ratio Comparison
MWESX has a 0.49% expense ratio, which is lower than PONAX's 1.02% expense ratio.
Risk-Adjusted Performance
MWESX vs. PONAX — Risk-Adjusted Performance Rank
MWESX
PONAX
MWESX vs. PONAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MetWest ESG Securitized Fund (MWESX) and PIMCO Income Fund Class A (PONAX). 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
MWESX vs. PONAX - Dividend Comparison
MWESX has not paid dividends to shareholders, while PONAX's dividend yield for the trailing twelve months is around 5.35%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MWESX MetWest ESG Securitized Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
PONAX PIMCO Income Fund Class A | 5.35% | 5.87% | 5.82% | 5.97% | 3.62% | 4.46% | 5.42% | 5.23% | 4.96% | 5.17% | 7.42% | 6.12% |
Drawdowns
MWESX vs. PONAX - Drawdown Comparison
The maximum MWESX drawdown since its inception was -0.23%, smaller than the maximum PONAX drawdown of -13.42%. Use the drawdown chart below to compare losses from any high point for MWESX and PONAX. For additional features, visit the drawdowns tool.
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Volatility
MWESX vs. PONAX - Volatility Comparison
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