MZLSX vs. PIMIX
Compare and contrast key facts about Muzinich Low Duration Fund (MZLSX) and PIMCO Income Fund Institutional Class (PIMIX).
MZLSX is managed by Muzinich. It was launched on Jun 29, 2016. 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: MZLSX or PIMIX.
Correlation
The correlation between MZLSX and PIMIX is 0.46, 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
MZLSX vs. PIMIX - Performance Comparison
Key characteristics
MZLSX:
5.85
PIMIX:
1.98
MZLSX:
10.14
PIMIX:
2.98
MZLSX:
3.02
PIMIX:
1.39
MZLSX:
21.62
PIMIX:
3.38
MZLSX:
69.57
PIMIX:
8.42
MZLSX:
0.10%
PIMIX:
0.95%
MZLSX:
1.19%
PIMIX:
4.02%
MZLSX:
-12.66%
PIMIX:
-13.39%
MZLSX:
0.00%
PIMIX:
0.00%
Returns By Period
In the year-to-date period, MZLSX achieves a 1.04% return, which is significantly lower than PIMIX's 1.96% return.
MZLSX
1.04%
0.83%
2.96%
6.93%
2.48%
N/A
PIMIX
1.96%
1.76%
2.48%
8.28%
3.13%
4.47%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
MZLSX vs. PIMIX - Expense Ratio Comparison
MZLSX has a 0.50% expense ratio, which is lower than PIMIX's 0.62% expense ratio.
Risk-Adjusted Performance
MZLSX vs. PIMIX — Risk-Adjusted Performance Rank
MZLSX
PIMIX
MZLSX vs. PIMIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Muzinich Low Duration Fund (MZLSX) 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
MZLSX vs. PIMIX - Dividend Comparison
MZLSX's dividend yield for the trailing twelve months is around 4.68%, less than PIMIX's 6.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MZLSX Muzinich Low Duration Fund | 4.68% | 4.74% | 4.91% | 1.13% | 6.36% | 2.07% | 1.34% | 3.03% | 1.87% | 0.79% | 0.00% | 0.00% |
PIMIX PIMCO Income Fund Institutional Class | 6.19% | 6.27% | 6.21% | 6.40% | 4.02% | 4.89% | 5.86% | 5.68% | 5.41% | 5.57% | 7.84% | 6.30% |
Drawdowns
MZLSX vs. PIMIX - Drawdown Comparison
The maximum MZLSX drawdown since its inception was -12.66%, smaller than the maximum PIMIX drawdown of -13.39%. Use the drawdown chart below to compare losses from any high point for MZLSX and PIMIX. For additional features, visit the drawdowns tool.
Volatility
MZLSX vs. PIMIX - Volatility Comparison
The current volatility for Muzinich Low Duration Fund (MZLSX) is 0.32%, while PIMCO Income Fund Institutional Class (PIMIX) has a volatility of 0.94%. This indicates that MZLSX 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.