PCGRX vs. PYEQX
Compare and contrast key facts about Pioneer Mid Cap Value Fund (PCGRX) and Pioneer Equity Income Y (PYEQX).
PCGRX is managed by Amundi. It was launched on Jul 25, 1990. PYEQX is managed by Amundi. It was launched on Jul 25, 1990.
Performance
PCGRX vs. PYEQX - Performance Comparison
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PCGRX vs. PYEQX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PCGRX Pioneer Mid Cap Value Fund | 3.80% | 10.84% | 10.44% | 12.38% | -5.85% | 28.94% | 1.81% | 28.04% | -19.52% | 12.89% |
PYEQX Pioneer Equity Income Y | 3.71% | 11.46% | 11.46% | 7.54% | -7.92% | 25.56% | 0.09% | 25.76% | -8.70% | 15.27% |
Returns By Period
The year-to-date returns for both stocks are quite close, with PCGRX having a 3.80% return and PYEQX slightly lower at 3.71%. Both investments have delivered pretty close results over the past 10 years, with PCGRX having a 8.87% annualized return and PYEQX not far ahead at 9.23%.
PCGRX
- 1D
- 0.48%
- 1M
- -2.86%
- YTD
- 3.80%
- 6M
- 7.15%
- 1Y
- 14.81%
- 3Y*
- 12.12%
- 5Y*
- 8.58%
- 10Y*
- 8.87%
PYEQX
- 1D
- 1.36%
- 1M
- -3.10%
- YTD
- 3.71%
- 6M
- 8.02%
- 1Y
- 13.54%
- 3Y*
- 11.21%
- 5Y*
- 7.66%
- 10Y*
- 9.23%
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PCGRX vs. PYEQX - Expense Ratio Comparison
PCGRX has a 1.05% expense ratio, which is higher than PYEQX's 0.81% expense ratio.
Return for Risk
PCGRX vs. PYEQX — Risk / Return Rank
PCGRX
PYEQX
PCGRX vs. PYEQX - 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 Y (PYEQX). 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 | PYEQX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.83 | 0.78 | +0.06 |
Sortino ratioReturn per unit of downside risk | 1.25 | 1.15 | +0.10 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.17 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.08 | 1.09 | -0.01 |
Martin ratioReturn relative to average drawdown | 4.37 | 4.24 | +0.12 |
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 | PYEQX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.83 | 0.78 | +0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.50 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.54 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.41 | +0.13 |
Correlation
The correlation between PCGRX and PYEQX is 0.92, 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. PYEQX - Dividend Comparison
PCGRX's dividend yield for the trailing twelve months is around 6.93%, less than PYEQX's 8.55% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PCGRX Pioneer Mid Cap Value Fund | 6.93% | 7.19% | 9.50% | 6.92% | 12.41% | 14.24% | 0.71% | 1.08% | 12.40% | 8.35% | 6.59% | 10.48% |
PYEQX Pioneer Equity Income Y | 8.55% | 8.95% | 39.97% | 17.70% | 12.73% | 9.44% | 1.77% | 4.15% | 7.99% | 5.46% | 13.20% | 10.34% |
Drawdowns
PCGRX vs. PYEQX - Drawdown Comparison
The maximum PCGRX drawdown since its inception was -53.63%, roughly equal to the maximum PYEQX drawdown of -53.72%. Use the drawdown chart below to compare losses from any high point for PCGRX and PYEQX.
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Drawdown Indicators
| PCGRX | PYEQX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.63% | -53.72% | +0.09% |
Max Drawdown (1Y)Largest decline over 1 year | -8.94% | -13.20% | +4.26% |
Max Drawdown (5Y)Largest decline over 5 years | -20.29% | -20.14% | -0.15% |
Max Drawdown (10Y)Largest decline over 10 years | -42.30% | -37.88% | -4.42% |
Current DrawdownCurrent decline from peak | -5.39% | -5.29% | -0.10% |
Average DrawdownAverage peak-to-trough decline | -7.55% | -7.69% | +0.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.61% | 3.39% | +0.22% |
Volatility
PCGRX vs. PYEQX - Volatility Comparison
Pioneer Mid Cap Value Fund (PCGRX) has a higher volatility of 4.85% compared to Pioneer Equity Income Y (PYEQX) at 3.53%. This indicates that PCGRX's price experiences larger fluctuations and is considered to be riskier than PYEQX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PCGRX | PYEQX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.85% | 3.53% | +1.32% |
Volatility (6M)Calculated over the trailing 6-month period | 10.22% | 8.65% | +1.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.07% | 16.86% | +2.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.68% | 15.31% | +2.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.51% | 17.17% | +2.34% |