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PDI vs. MAIN
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

PDI vs. MAIN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in PIMCO Dynamic Income Fund (PDI) and Main Street Capital Corporation (MAIN). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, PDI achieves a 0.27% return, which is significantly higher than MAIN's -12.08% return. Over the past 10 years, PDI has underperformed MAIN with an annualized return of 7.56%, while MAIN has yielded a comparatively higher 12.99% annualized return.


PDI

1D
-0.54%
1M
-4.51%
YTD
0.27%
6M
-0.40%
1Y
1.93%
3Y*
10.92%
5Y*
2.42%
10Y*
7.56%

MAIN

1D
-0.35%
1M
-4.41%
YTD
-12.08%
6M
-13.81%
1Y
-3.91%
3Y*
17.77%
5Y*
12.53%
10Y*
12.99%
*Multi-year figures are annualized to reflect compound growth (CAGR)

PDI vs. MAIN - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
PDI
PIMCO Dynamic Income Fund
0.27%11.03%17.18%11.99%-16.99%7.81%-9.96%22.23%7.35%18.59%
MAIN
Main Street Capital Corporation
-12.08%10.74%47.30%28.22%-11.37%48.31%-19.54%36.88%-8.27%16.62%

Correlation

The correlation between PDI and MAIN is 0.26, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.26

Correlation (3Y)
Calculated over the trailing 3-year period

0.24

Correlation (5Y)
Calculated over the trailing 5-year period

0.32

Correlation (10Y)
Calculated over the trailing 10-year period

0.30

Correlation (All Time)
Calculated using the full available price history since May 29, 2012

0.28

Fundamentals

Market Cap

PDI:

$6.89B

MAIN:

$4.66B

EPS

PDI:

$3.86

MAIN:

$5.22

PE Ratio

PDI:

4.33

MAIN:

9.85

PEG Ratio

PDI:

0.07

MAIN:

1.12

PS Ratio

PDI:

3.21

MAIN:

6.55

PB Ratio

PDI:

0.93

MAIN:

1.51

Total Revenue (TTM)

PDI:

$2.03B

MAIN:

$704.17M

Gross Profit (TTM)

PDI:

$1.51B

MAIN:

$499.08M

EBITDA (TTM)

PDI:

$2.09B

MAIN:

$396.90M

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Return for Risk

PDI vs. MAIN — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PDI
PDI Risk / Return Rank: 4444
Overall Rank
PDI Sharpe Ratio Rank: 4848
Sharpe Ratio Rank
PDI Sortino Ratio Rank: 3737
Sortino Ratio Rank
PDI Omega Ratio Rank: 4040
Omega Ratio Rank
PDI Calmar Ratio Rank: 4646
Calmar Ratio Rank
PDI Martin Ratio Rank: 4747
Martin Ratio Rank

MAIN
MAIN Risk / Return Rank: 3434
Overall Rank
MAIN Sharpe Ratio Rank: 3636
Sharpe Ratio Rank
MAIN Sortino Ratio Rank: 3030
Sortino Ratio Rank
MAIN Omega Ratio Rank: 3030
Omega Ratio Rank
MAIN Calmar Ratio Rank: 3737
Calmar Ratio Rank
MAIN Martin Ratio Rank: 3636
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

PDI vs. MAIN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for PIMCO Dynamic Income Fund (PDI) and Main Street Capital Corporation (MAIN). 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.


PDIMAINDifference
Sharpe ratioReturn per unit of total volatility

+0.33

Sortino ratioReturn per unit of downside risk

+0.34

Omega ratioGain probability vs. loss probability

1.05

0.99

+0.05

Calmar ratioReturn relative to maximum drawdown

0.18

-0.17

+0.35

Martin ratioReturn relative to average drawdown

0.39

-0.36

+0.75

PDI vs. MAIN - Sharpe Ratio Comparison

The current PDI Sharpe Ratio is 0.17, which is higher than the MAIN Sharpe Ratio of -0.16. The chart below compares the historical Sharpe Ratios of PDI and MAIN, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


PDIMAINDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.17

-0.16

+0.33

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.16

0.58

-0.43

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.40

0.48

-0.08

Sharpe Ratio (All Time)

Calculated using the full available price history

0.58

0.56

+0.03

Drawdowns

PDI vs. MAIN - Drawdown Comparison

The maximum PDI drawdown since its inception was -46.47%, smaller than the maximum MAIN drawdown of -64.53%. Use the drawdown chart below to compare losses from any high point for PDI and MAIN.


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Drawdown Indicators


PDIMAINDifference

Max Drawdown

Largest peak-to-trough decline

-46.47%

-64.53%

+18.06%

Max Drawdown (1Y)

Largest decline over 1 year

-10.95%

-22.43%

+11.48%

Max Drawdown (3Y)

Largest decline over 3 years

-17.55%

-22.43%

+4.88%

Max Drawdown (5Y)

Largest decline over 5 years

-27.23%

-27.06%

-0.17%

Max Drawdown (10Y)

Largest decline over 10 years

-46.47%

-64.53%

+18.06%

Current Drawdown

Current decline from peak

-7.57%

-19.30%

+11.73%

Average Drawdown

Average peak-to-trough decline

-6.22%

-7.30%

+1.08%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.98%

10.92%

-5.94%

Volatility

PDI vs. MAIN - Volatility Comparison

The current volatility for PIMCO Dynamic Income Fund (PDI) is 3.21%, while Main Street Capital Corporation (MAIN) has a volatility of 8.66%. This indicates that PDI experiences smaller price fluctuations and is considered to be less risky than MAIN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


PDIMAINDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.21%

8.66%

-5.45%

Volatility (6M)

Calculated over the trailing 6-month period

8.14%

20.34%

-12.20%

Volatility (1Y)

Calculated over the trailing 1-year period

11.24%

24.94%

-13.70%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.53%

21.58%

-6.05%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.05%

27.31%

-8.26%

Dividends

PDI vs. MAIN - Dividend Comparison

PDI's dividend yield for the trailing twelve months is around 15.84%, more than MAIN's 8.35% yield.


PositionTTM20252024202320222021202020192018201720162015
MAIN
Main Street Capital Corporation
8.35%7.00%7.02%8.55%7.97%5.74%6.99%6.76%8.43%7.49%7.42%9.15%
PDI
PIMCO Dynamic Income Fund
15.84%14.94%14.43%14.74%17.84%10.21%10.01%9.45%10.78%8.81%14.79%18.70%

Financials

PDI vs. MAIN - Financials Comparison

This section allows you to compare key financial metrics between PIMCO Dynamic Income Fund and Main Street Capital Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.00100.00M200.00M300.00M400.00M500.00M600.00M700.00M202120222023202420252026
615.21M
140.11M
(PDI) Total Revenue
(MAIN) Total Revenue
Values in USD except per share items

PDI vs. MAIN - Profitability Comparison

The chart below illustrates the profitability comparison between PIMCO Dynamic Income Fund and Main Street Capital Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%80.0%100.0%202120222023202420252026
90.7%
0
Portfolio components
PDI - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, PIMCO Dynamic Income Fund reported a gross profit of 558.21M and revenue of 615.21M. Therefore, the gross margin over that period was 90.7%.

MAIN - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Main Street Capital Corporation reported a gross profit of 0.00 and revenue of 140.11M. Therefore, the gross margin over that period was 0.0%.

PDI - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, PIMCO Dynamic Income Fund reported an operating income of 529.42M and revenue of 615.21M, resulting in an operating margin of 86.1%.

MAIN - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Main Street Capital Corporation reported an operating income of 0.00 and revenue of 140.11M, resulting in an operating margin of 0.0%.

PDI - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, PIMCO Dynamic Income Fund reported a net income of 457.73M and revenue of 615.21M, resulting in a net margin of 74.4%.

MAIN - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Main Street Capital Corporation reported a net income of 90.82M and revenue of 140.11M, resulting in a net margin of 64.8%.


Frequently Asked Questions


PDI and MAIN have a correlation of 0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

MAIN has higher volatility (8.66%) compared to PDI (3.21%). In terms of maximum drawdown, PDI dropped -46.47% vs MAIN's -64.53%.

PDI currently has the higher Sharpe Ratio (0.17 vs -0.16), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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