PCGRX vs. PIALX
Compare and contrast key facts about Pioneer Mid Cap Value Fund (PCGRX) and Pioneer Solutions - Balanced Fund (PIALX).
PCGRX is managed by Amundi. It was launched on Jul 25, 1990. PIALX is managed by Amundi. It was launched on Aug 8, 2004.
Performance
PCGRX vs. PIALX - Performance Comparison
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PCGRX vs. PIALX - 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% |
PIALX Pioneer Solutions - Balanced Fund | -0.83% | 23.78% | 8.23% | 11.73% | -8.89% | 12.66% | 9.75% | 15.45% | -10.08% | 12.88% |
Returns By Period
In the year-to-date period, PCGRX achieves a 1.36% return, which is significantly higher than PIALX's -0.83% return. Over the past 10 years, PCGRX has outperformed PIALX with an annualized return of 8.61%, while PIALX has yielded a comparatively lower 7.24% annualized return.
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%
PIALX
- 1D
- 0.08%
- 1M
- -5.29%
- YTD
- -0.83%
- 6M
- 2.92%
- 1Y
- 17.83%
- 3Y*
- 12.87%
- 5Y*
- 7.48%
- 10Y*
- 7.24%
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PCGRX vs. PIALX - Expense Ratio Comparison
PCGRX has a 1.05% expense ratio, which is higher than PIALX's 0.44% expense ratio.
Return for Risk
PCGRX vs. PIALX — Risk / Return Rank
PCGRX
PIALX
PCGRX vs. PIALX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pioneer Mid Cap Value Fund (PCGRX) and Pioneer Solutions - Balanced Fund (PIALX). 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 | PIALX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.75 | 2.01 | -1.27 |
Sortino ratioReturn per unit of downside risk | 1.14 | 2.65 | -1.51 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.42 | -0.26 |
Calmar ratioReturn relative to maximum drawdown | 0.86 | 2.25 | -1.40 |
Martin ratioReturn relative to average drawdown | 3.50 | 10.13 | -6.64 |
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 | PIALX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.75 | 2.01 | -1.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | 0.86 | -0.39 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.76 | -0.32 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.55 | -0.01 |
Correlation
The correlation between PCGRX and PIALX is 0.89, 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. PIALX - Dividend Comparison
PCGRX's dividend yield for the trailing twelve months is around 7.09%, more than PIALX's 5.79% 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% |
PIALX Pioneer Solutions - Balanced Fund | 5.79% | 5.74% | 5.07% | 3.97% | 14.16% | 6.30% | 2.79% | 6.44% | 5.91% | 1.81% | 2.18% | 10.28% |
Drawdowns
PCGRX vs. PIALX - Drawdown Comparison
The maximum PCGRX drawdown since its inception was -53.63%, which is greater than PIALX's maximum drawdown of -43.04%. Use the drawdown chart below to compare losses from any high point for PCGRX and PIALX.
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Drawdown Indicators
| PCGRX | PIALX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.63% | -43.04% | -10.59% |
Max Drawdown (1Y)Largest decline over 1 year | -14.56% | -7.38% | -7.18% |
Max Drawdown (5Y)Largest decline over 5 years | -20.29% | -18.19% | -2.10% |
Max Drawdown (10Y)Largest decline over 10 years | -42.30% | -26.28% | -16.02% |
Current DrawdownCurrent decline from peak | -7.61% | -5.50% | -2.11% |
Average DrawdownAverage peak-to-trough decline | -7.56% | -5.18% | -2.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.57% | 1.64% | +1.93% |
Volatility
PCGRX vs. PIALX - Volatility Comparison
Pioneer Mid Cap Value Fund (PCGRX) has a higher volatility of 4.50% compared to Pioneer Solutions - Balanced Fund (PIALX) at 2.81%. This indicates that PCGRX's price experiences larger fluctuations and is considered to be riskier than PIALX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PCGRX | PIALX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.50% | 2.81% | +1.69% |
Volatility (6M)Calculated over the trailing 6-month period | 10.04% | 5.24% | +4.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.03% | 8.76% | +10.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.67% | 8.73% | +8.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.50% | 9.52% | +9.98% |