OPTFX vs. PIODX
Compare and contrast key facts about Invesco Capital Appreciation Fund (OPTFX) and Pioneer Fund (PIODX).
OPTFX is managed by Invesco. It was launched on Jan 22, 1981. PIODX is managed by Amundi US. It was launched on Feb 10, 1928.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OPTFX or PIODX.
Correlation
The correlation between OPTFX and PIODX is 0.87, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
OPTFX vs. PIODX - Performance Comparison
Key characteristics
OPTFX:
1.11
PIODX:
0.34
OPTFX:
1.56
PIODX:
0.52
OPTFX:
1.21
PIODX:
1.09
OPTFX:
0.85
PIODX:
0.37
OPTFX:
5.71
PIODX:
0.93
OPTFX:
3.84%
PIODX:
6.80%
OPTFX:
19.76%
PIODX:
18.74%
OPTFX:
-63.26%
PIODX:
-58.19%
OPTFX:
-5.97%
PIODX:
-12.79%
Returns By Period
In the year-to-date period, OPTFX achieves a 4.72% return, which is significantly higher than PIODX's 3.63% return. Over the past 10 years, OPTFX has outperformed PIODX with an annualized return of 3.49%, while PIODX has yielded a comparatively lower 1.53% annualized return.
OPTFX
4.72%
1.56%
10.00%
24.49%
8.50%
3.49%
PIODX
3.63%
0.47%
-8.15%
7.90%
6.64%
1.53%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
OPTFX vs. PIODX - Expense Ratio Comparison
OPTFX has a 0.95% expense ratio, which is lower than PIODX's 1.06% expense ratio.
Risk-Adjusted Performance
OPTFX vs. PIODX — Risk-Adjusted Performance Rank
OPTFX
PIODX
OPTFX vs. PIODX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Capital Appreciation Fund (OPTFX) and Pioneer Fund (PIODX). 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
OPTFX vs. PIODX - Dividend Comparison
OPTFX has not paid dividends to shareholders, while PIODX's dividend yield for the trailing twelve months is around 0.53%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OPTFX Invesco Capital Appreciation Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.01% | 0.08% | 0.00% | 0.00% |
PIODX Pioneer Fund | 0.53% | 0.55% | 0.76% | 0.58% | 0.12% | 0.44% | 0.82% | 1.15% | 1.00% | 1.18% | 0.94% | 1.00% |
Drawdowns
OPTFX vs. PIODX - Drawdown Comparison
The maximum OPTFX drawdown since its inception was -63.26%, which is greater than PIODX's maximum drawdown of -58.19%. Use the drawdown chart below to compare losses from any high point for OPTFX and PIODX. For additional features, visit the drawdowns tool.
Volatility
OPTFX vs. PIODX - Volatility Comparison
Invesco Capital Appreciation Fund (OPTFX) has a higher volatility of 6.46% compared to Pioneer Fund (PIODX) at 4.24%. This indicates that OPTFX's price experiences larger fluctuations and is considered to be riskier than PIODX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.