PDI vs. OXLC
Compare and contrast key facts about PIMCO Dynamic Income Fund (PDI) and Oxford Lane Capital Corp. (OXLC).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PDI or OXLC.
Correlation
The correlation between PDI and OXLC is 0.37, 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
PDI vs. OXLC - Performance Comparison
Key characteristics
PDI:
0.71
OXLC:
0.54
PDI:
0.94
OXLC:
0.84
PDI:
1.23
OXLC:
1.14
PDI:
0.85
OXLC:
0.86
PDI:
3.10
OXLC:
2.91
PDI:
3.98%
OXLC:
4.26%
PDI:
17.34%
OXLC:
22.82%
PDI:
-46.47%
OXLC:
-74.58%
PDI:
-6.70%
OXLC:
-7.81%
Fundamentals
Returns By Period
In the year-to-date period, PDI achieves a 4.71% return, which is significantly higher than OXLC's -3.56% return. Over the past 10 years, PDI has outperformed OXLC with an annualized return of 7.62%, while OXLC has yielded a comparatively lower 6.60% annualized return.
PDI
4.71%
-6.51%
0.69%
11.54%
8.54%
7.62%
OXLC
-3.56%
-0.61%
-3.80%
12.17%
16.76%
6.60%
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Risk-Adjusted Performance
PDI vs. OXLC — Risk-Adjusted Performance Rank
PDI
OXLC
PDI vs. OXLC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Dynamic Income Fund (PDI) and Oxford Lane Capital Corp. (OXLC). 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
PDI vs. OXLC - Dividend Comparison
PDI's dividend yield for the trailing twelve months is around 14.47%, less than OXLC's 23.35% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PDI PIMCO Dynamic Income Fund | 14.47% | 14.45% | 14.74% | 17.84% | 10.21% | 10.01% | 9.45% | 10.78% | 8.81% | 14.79% | 15.08% | 13.43% |
OXLC Oxford Lane Capital Corp. | 23.35% | 20.12% | 18.83% | 17.75% | 10.58% | 22.51% | 19.85% | 16.70% | 17.91% | 22.84% | 24.10% | 16.72% |
Drawdowns
PDI vs. OXLC - Drawdown Comparison
The maximum PDI drawdown since its inception was -46.47%, smaller than the maximum OXLC drawdown of -74.58%. Use the drawdown chart below to compare losses from any high point for PDI and OXLC. For additional features, visit the drawdowns tool.
Volatility
PDI vs. OXLC - Volatility Comparison
PIMCO Dynamic Income Fund (PDI) and Oxford Lane Capital Corp. (OXLC) have volatilities of 15.48% and 15.51%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Financials
PDI vs. OXLC - Financials Comparison
This section allows you to compare key financial metrics between PIMCO Dynamic Income Fund and Oxford Lane Capital Corp.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities