PCGRX vs. PEQIX
Compare and contrast key facts about Pioneer Mid Cap Value Fund (PCGRX) and Pioneer Equity Income Fund (PEQIX).
PCGRX is managed by Amundi. It was launched on Jul 25, 1990. PEQIX is managed by Amundi. It was launched on Jul 25, 1990.
Performance
PCGRX vs. PEQIX - Performance Comparison
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PCGRX vs. PEQIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PCGRX Pioneer Mid Cap Value Fund | 1.36% | 10.84% | 10.44% | 12.38% | -5.85% | 28.94% | 1.81% | 28.04% | -19.52% | 12.89% |
PEQIX Pioneer Equity Income Fund | 2.24% | 11.30% | 11.18% | 6.84% | -8.08% | 25.28% | -0.20% | 25.46% | -8.93% | 15.00% |
Returns By Period
In the year-to-date period, PCGRX achieves a 1.36% return, which is significantly lower than PEQIX's 2.24% return. Both investments have delivered pretty close results over the past 10 years, with PCGRX having a 8.61% annualized return and PEQIX not far ahead at 8.79%.
PCGRX
- 1D
- -0.89%
- 1M
- -6.55%
- YTD
- 1.36%
- 6M
- 4.63%
- 1Y
- 13.03%
- 3Y*
- 11.24%
- 5Y*
- 8.34%
- 10Y*
- 8.61%
PEQIX
- 1D
- 0.16%
- 1M
- -4.49%
- YTD
- 2.24%
- 6M
- 6.04%
- 1Y
- 11.30%
- 3Y*
- 10.49%
- 5Y*
- 7.26%
- 10Y*
- 8.79%
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PCGRX vs. PEQIX - Expense Ratio Comparison
PCGRX has a 1.05% expense ratio, which is higher than PEQIX's 1.02% expense ratio.
Return for Risk
PCGRX vs. PEQIX — Risk / Return Rank
PCGRX
PEQIX
PCGRX vs. PEQIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pioneer Mid Cap Value Fund (PCGRX) and Pioneer Equity Income Fund (PEQIX). 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 | PEQIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.75 | 0.76 | -0.01 |
Sortino ratioReturn per unit of downside risk | 1.14 | 1.12 | +0.01 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.17 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 0.86 | 0.85 | +0.01 |
Martin ratioReturn relative to average drawdown | 3.50 | 3.31 | +0.19 |
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 | PEQIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.75 | 0.76 | -0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | 0.48 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.51 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.56 | -0.02 |
Correlation
The correlation between PCGRX and PEQIX 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.
Dividends
PCGRX vs. PEQIX - Dividend Comparison
PCGRX's dividend yield for the trailing twelve months is around 7.09%, less than PEQIX's 8.80% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PCGRX Pioneer Mid Cap Value Fund | 7.09% | 7.19% | 9.50% | 6.92% | 12.41% | 14.24% | 0.71% | 1.08% | 12.40% | 8.35% | 6.59% | 10.48% |
PEQIX Pioneer Equity Income Fund | 8.80% | 9.08% | 40.97% | 17.42% | 12.72% | 9.34% | 1.59% | 4.00% | 7.75% | 5.31% | 13.11% | 10.13% |
Drawdowns
PCGRX vs. PEQIX - Drawdown Comparison
The maximum PCGRX drawdown since its inception was -53.63%, roughly equal to the maximum PEQIX drawdown of -54.08%. Use the drawdown chart below to compare losses from any high point for PCGRX and PEQIX.
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Drawdown Indicators
| PCGRX | PEQIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.63% | -54.08% | +0.45% |
Max Drawdown (1Y)Largest decline over 1 year | -14.56% | -13.19% | -1.37% |
Max Drawdown (5Y)Largest decline over 5 years | -20.29% | -20.24% | -0.05% |
Max Drawdown (10Y)Largest decline over 10 years | -42.30% | -37.93% | -4.37% |
Current DrawdownCurrent decline from peak | -7.61% | -6.59% | -1.02% |
Average DrawdownAverage peak-to-trough decline | -7.56% | -6.60% | -0.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.57% | 3.38% | +0.19% |
Volatility
PCGRX vs. PEQIX - Volatility Comparison
Pioneer Mid Cap Value Fund (PCGRX) has a higher volatility of 4.50% compared to Pioneer Equity Income Fund (PEQIX) at 3.18%. This indicates that PCGRX's price experiences larger fluctuations and is considered to be riskier than PEQIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PCGRX | PEQIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.50% | 3.18% | +1.32% |
Volatility (6M)Calculated over the trailing 6-month period | 10.04% | 8.58% | +1.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.03% | 16.82% | +2.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.67% | 15.29% | +2.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.50% | 17.17% | +2.33% |