PCGRX vs. HIMYX
Compare and contrast key facts about Pioneer Mid Cap Value Fund (PCGRX) and Pioneer High Income Municipal Fund (HIMYX).
PCGRX is managed by Amundi. It was launched on Jul 25, 1990. HIMYX is managed by Amundi. It was launched on Oct 15, 2006.
Performance
PCGRX vs. HIMYX - Performance Comparison
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PCGRX vs. HIMYX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PCGRX Pioneer Mid Cap Value Fund | 3.31% | 10.84% | 10.44% | 12.38% | -5.85% | 28.94% | 1.81% | 28.04% | -19.52% | 12.89% |
HIMYX Pioneer High Income Municipal Fund | -0.90% | -1.50% | 6.07% | 3.64% | -13.08% | 6.69% | 1.85% | 9.56% | 4.15% | 8.33% |
Returns By Period
In the year-to-date period, PCGRX achieves a 3.31% return, which is significantly higher than HIMYX's -0.90% return. Over the past 10 years, PCGRX has outperformed HIMYX with an annualized return of 8.81%, while HIMYX has yielded a comparatively lower 2.19% annualized return.
PCGRX
- 1D
- 1.92%
- 1M
- -4.84%
- YTD
- 3.31%
- 6M
- 6.81%
- 1Y
- 15.29%
- 3Y*
- 11.94%
- 5Y*
- 8.48%
- 10Y*
- 8.81%
HIMYX
- 1D
- 0.37%
- 1M
- -2.66%
- YTD
- -0.90%
- 6M
- -2.34%
- 1Y
- -2.72%
- 3Y*
- 1.70%
- 5Y*
- -0.43%
- 10Y*
- 2.19%
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PCGRX vs. HIMYX - Expense Ratio Comparison
PCGRX has a 1.05% expense ratio, which is higher than HIMYX's 0.55% expense ratio.
Return for Risk
PCGRX vs. HIMYX — Risk / Return Rank
PCGRX
HIMYX
PCGRX vs. HIMYX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pioneer Mid Cap Value Fund (PCGRX) and Pioneer High Income Municipal Fund (HIMYX). 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.
| PCGRX | HIMYX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.80 | -0.27 | +1.07 |
Sortino ratioReturn per unit of downside risk | 1.21 | -0.34 | +1.55 |
Omega ratioGain probability vs. loss probability | 1.17 | 0.94 | +0.23 |
Calmar ratioReturn relative to maximum drawdown | 1.12 | -0.19 | +1.31 |
Martin ratioReturn relative to average drawdown | 4.54 | -0.38 | +4.91 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PCGRX | HIMYX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.80 | -0.27 | +1.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | -0.08 | +0.56 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.44 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.52 | +0.03 |
Correlation
The correlation between PCGRX and HIMYX 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.
Dividends
PCGRX vs. HIMYX - Dividend Comparison
PCGRX's dividend yield for the trailing twelve months is around 6.96%, less than HIMYX's 8.24% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PCGRX Pioneer Mid Cap Value Fund | 6.96% | 7.19% | 9.50% | 6.92% | 12.41% | 14.24% | 0.71% | 1.08% | 12.40% | 8.35% | 6.59% | 10.48% |
HIMYX Pioneer High Income Municipal Fund | 8.24% | 8.63% | 5.32% | 4.97% | 3.88% | 3.71% | 3.96% | 5.35% | 5.20% | 5.00% | 5.66% | 5.65% |
Drawdowns
PCGRX vs. HIMYX - Drawdown Comparison
The maximum PCGRX drawdown since its inception was -53.63%, which is greater than HIMYX's maximum drawdown of -35.00%. Use the drawdown chart below to compare losses from any high point for PCGRX and HIMYX.
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Drawdown Indicators
| PCGRX | HIMYX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.63% | -35.00% | -18.63% |
Max Drawdown (1Y)Largest decline over 1 year | -14.56% | -6.96% | -7.60% |
Max Drawdown (5Y)Largest decline over 5 years | -20.29% | -19.32% | -0.97% |
Max Drawdown (10Y)Largest decline over 10 years | -42.30% | -19.32% | -22.98% |
Current DrawdownCurrent decline from peak | -5.84% | -6.73% | +0.89% |
Average DrawdownAverage peak-to-trough decline | -7.56% | -5.66% | -1.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.59% | 3.50% | +0.09% |
Volatility
PCGRX vs. HIMYX - Volatility Comparison
Pioneer Mid Cap Value Fund (PCGRX) has a higher volatility of 5.01% compared to Pioneer High Income Municipal Fund (HIMYX) at 1.41%. This indicates that PCGRX's price experiences larger fluctuations and is considered to be riskier than HIMYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PCGRX | HIMYX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.01% | 1.41% | +3.60% |
Volatility (6M)Calculated over the trailing 6-month period | 10.21% | 4.32% | +5.89% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.09% | 8.39% | +10.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.68% | 5.62% | +12.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.51% | 5.04% | +14.47% |