PAAIX vs. PHYQX
Compare and contrast key facts about PIMCO All Asset Fund (PAAIX) and PGIM High Yield Fund Class R6 (PHYQX).
PAAIX is managed by PIMCO. It was launched on Nov 5, 2002. PHYQX is managed by PGIM Funds (Prudential). It was launched on Oct 31, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PAAIX or PHYQX.
Correlation
The correlation between PAAIX and PHYQX is 0.39, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
PAAIX vs. PHYQX - Performance Comparison
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Key characteristics
PAAIX:
0.87
PHYQX:
2.42
PAAIX:
1.18
PHYQX:
3.68
PAAIX:
1.18
PHYQX:
1.61
PAAIX:
0.92
PHYQX:
2.48
PAAIX:
3.18
PHYQX:
10.35
PAAIX:
1.85%
PHYQX:
0.90%
PAAIX:
6.70%
PHYQX:
3.88%
PAAIX:
-28.22%
PHYQX:
-21.12%
PAAIX:
0.00%
PHYQX:
-0.26%
Returns By Period
In the year-to-date period, PAAIX achieves a 4.21% return, which is significantly higher than PHYQX's 2.35% return. Over the past 10 years, PAAIX has underperformed PHYQX with an annualized return of 4.82%, while PHYQX has yielded a comparatively higher 5.17% annualized return.
PAAIX
4.21%
3.25%
3.25%
5.80%
4.20%
7.85%
4.82%
PHYQX
2.35%
2.31%
2.68%
9.33%
7.35%
5.95%
5.17%
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PAAIX vs. PHYQX - Expense Ratio Comparison
PAAIX has a 1.40% expense ratio, which is higher than PHYQX's 0.38% expense ratio.
Risk-Adjusted Performance
PAAIX vs. PHYQX — Risk-Adjusted Performance Rank
PAAIX
PHYQX
PAAIX vs. PHYQX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO All Asset Fund (PAAIX) and PGIM High Yield Fund Class R6 (PHYQX). 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
PAAIX vs. PHYQX - Dividend Comparison
PAAIX's dividend yield for the trailing twelve months is around 6.14%, less than PHYQX's 7.44% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PAAIX PIMCO All Asset Fund | 6.14% | 5.92% | 3.54% | 7.68% | 11.90% | 3.56% | 3.33% | 5.49% | 4.48% | 3.60% | 3.93% | 5.06% |
PHYQX PGIM High Yield Fund Class R6 | 7.44% | 7.53% | 7.11% | 7.14% | 5.63% | 6.12% | 6.31% | 6.70% | 6.39% | 6.50% | 7.03% | 6.73% |
Drawdowns
PAAIX vs. PHYQX - Drawdown Comparison
The maximum PAAIX drawdown since its inception was -28.22%, which is greater than PHYQX's maximum drawdown of -21.12%. Use the drawdown chart below to compare losses from any high point for PAAIX and PHYQX. For additional features, visit the drawdowns tool.
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Volatility
PAAIX vs. PHYQX - Volatility Comparison
PIMCO All Asset Fund (PAAIX) has a higher volatility of 1.44% compared to PGIM High Yield Fund Class R6 (PHYQX) at 0.88%. This indicates that PAAIX's price experiences larger fluctuations and is considered to be riskier than PHYQX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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