PCLIX vs. FGKFX
Compare and contrast key facts about PIMCO CommoditiesPLUS Strategy Fund (PCLIX) and Fidelity Growth Company K6 Fund (FGKFX).
PCLIX is managed by PIMCO. It was launched on May 27, 2010. FGKFX is managed by Fidelity. It was launched on Jun 13, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PCLIX or FGKFX.
Correlation
The correlation between PCLIX and FGKFX is 0.19, 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
PCLIX vs. FGKFX - Performance Comparison
Key characteristics
PCLIX:
0.39
FGKFX:
1.94
PCLIX:
0.62
FGKFX:
2.57
PCLIX:
1.07
FGKFX:
1.35
PCLIX:
0.32
FGKFX:
2.78
PCLIX:
1.11
FGKFX:
10.61
PCLIX:
4.72%
FGKFX:
3.64%
PCLIX:
13.49%
FGKFX:
19.86%
PCLIX:
-68.96%
FGKFX:
-41.65%
PCLIX:
-9.64%
FGKFX:
-3.89%
Returns By Period
In the year-to-date period, PCLIX achieves a 6.68% return, which is significantly lower than FGKFX's 38.53% return.
PCLIX
6.68%
0.45%
-3.54%
5.41%
11.45%
5.20%
FGKFX
38.53%
2.00%
9.62%
41.31%
22.22%
N/A
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PCLIX vs. FGKFX - Expense Ratio Comparison
PCLIX has a 0.98% expense ratio, which is higher than FGKFX's 0.45% expense ratio.
Risk-Adjusted Performance
PCLIX vs. FGKFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO CommoditiesPLUS Strategy Fund (PCLIX) and Fidelity Growth Company K6 Fund (FGKFX). 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.
Dividends
PCLIX vs. FGKFX - Dividend Comparison
PCLIX's dividend yield for the trailing twelve months is around 6.96%, more than FGKFX's 0.07% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
PIMCO CommoditiesPLUS Strategy Fund | 6.96% | 3.66% | 42.51% | 73.40% | 0.79% | 2.46% | 18.58% | 12.62% | 0.16% | 2.24% | 5.51% | 0.38% |
Fidelity Growth Company K6 Fund | 0.07% | 0.10% | 0.18% | 0.00% | 0.09% | 0.06% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
PCLIX vs. FGKFX - Drawdown Comparison
The maximum PCLIX drawdown since its inception was -68.96%, which is greater than FGKFX's maximum drawdown of -41.65%. Use the drawdown chart below to compare losses from any high point for PCLIX and FGKFX. For additional features, visit the drawdowns tool.
Volatility
PCLIX vs. FGKFX - Volatility Comparison
The current volatility for PIMCO CommoditiesPLUS Strategy Fund (PCLIX) is 2.75%, while Fidelity Growth Company K6 Fund (FGKFX) has a volatility of 5.24%. This indicates that PCLIX experiences smaller price fluctuations and is considered to be less risky than FGKFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.