NEFRX vs. PIMIX
Compare and contrast key facts about Loomis Sayles Core Plus Bond Fund (NEFRX) and PIMCO Income Fund Institutional Class (PIMIX).
NEFRX is managed by Natixis Funds. It was launched on Nov 7, 1973. 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: NEFRX or PIMIX.
Correlation
The correlation between NEFRX and PIMIX is -0.06. 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
NEFRX vs. PIMIX - Performance Comparison
Loading data...
Key characteristics
NEFRX:
0.77
PIMIX:
1.60
NEFRX:
1.13
PIMIX:
2.39
NEFRX:
1.13
PIMIX:
1.31
NEFRX:
0.32
PIMIX:
2.32
NEFRX:
1.75
PIMIX:
6.81
NEFRX:
2.40%
PIMIX:
0.95%
NEFRX:
5.48%
PIMIX:
4.08%
NEFRX:
-20.25%
PIMIX:
-13.39%
NEFRX:
-8.71%
PIMIX:
-1.40%
Returns By Period
As of year-to-date, both investments have demonstrated similar returns, with NEFRX at 2.14% and PIMIX at 2.14%. Over the past 10 years, NEFRX has underperformed PIMIX with an annualized return of 1.55%, while PIMIX has yielded a comparatively higher 4.27% annualized return.
NEFRX
2.14%
1.06%
0.72%
4.47%
-0.61%
1.55%
PIMIX
2.14%
0.86%
2.14%
6.68%
4.62%
4.27%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
NEFRX vs. PIMIX - Expense Ratio Comparison
NEFRX has a 0.71% expense ratio, which is higher than PIMIX's 0.62% expense ratio.
Risk-Adjusted Performance
NEFRX vs. PIMIX — Risk-Adjusted Performance Rank
NEFRX
PIMIX
NEFRX vs. PIMIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Loomis Sayles Core Plus Bond Fund (NEFRX) 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.
Loading data...
Dividends
NEFRX vs. PIMIX - Dividend Comparison
NEFRX's dividend yield for the trailing twelve months is around 3.97%, less than PIMIX's 5.72% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NEFRX Loomis Sayles Core Plus Bond Fund | 3.97% | 3.92% | 3.59% | 3.09% | 2.14% | 2.04% | 2.52% | 2.88% | 2.68% | 3.18% | 2.59% | 3.26% |
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
NEFRX vs. PIMIX - Drawdown Comparison
The maximum NEFRX drawdown since its inception was -20.25%, which is greater than PIMIX's maximum drawdown of -13.39%. Use the drawdown chart below to compare losses from any high point for NEFRX and PIMIX. For additional features, visit the drawdowns tool.
Loading data...
Volatility
NEFRX vs. PIMIX - Volatility Comparison
Loomis Sayles Core Plus Bond Fund (NEFRX) and PIMCO Income Fund Institutional Class (PIMIX) have volatilities of 1.62% 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.
Loading data...