PEQIX vs. PIODX
Compare and contrast key facts about Pioneer Equity Income Fund (PEQIX) and Pioneer Fund (PIODX).
PEQIX is managed by Amundi. It was launched on Jul 25, 1990. PIODX is managed by Amundi. It was launched on Feb 10, 1928.
Performance
PEQIX vs. PIODX - Performance Comparison
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PEQIX vs. PIODX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PEQIX Pioneer Equity Income Fund | 2.24% | 11.30% | 11.18% | 6.84% | -8.08% | 25.28% | -0.20% | 25.46% | -8.93% | 15.00% |
PIODX Pioneer Fund | -4.16% | 23.30% | 22.62% | 28.45% | -19.43% | 27.40% | 24.01% | 31.04% | -1.48% | 21.79% |
Returns By Period
In the year-to-date period, PEQIX achieves a 2.24% return, which is significantly higher than PIODX's -4.16% return. Over the past 10 years, PEQIX has underperformed PIODX with an annualized return of 8.79%, while PIODX has yielded a comparatively higher 14.89% annualized return.
PEQIX
- 1D
- 0.16%
- 1M
- -4.49%
- YTD
- 2.24%
- 6M
- 6.04%
- 1Y
- 11.30%
- 3Y*
- 10.49%
- 5Y*
- 7.26%
- 10Y*
- 8.79%
PIODX
- 1D
- -0.73%
- 1M
- -8.92%
- YTD
- -4.16%
- 6M
- 0.23%
- 1Y
- 27.06%
- 3Y*
- 21.05%
- 5Y*
- 12.41%
- 10Y*
- 14.89%
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PEQIX vs. PIODX - Expense Ratio Comparison
PEQIX has a 1.02% expense ratio, which is lower than PIODX's 1.06% expense ratio.
Return for Risk
PEQIX vs. PIODX — Risk / Return Rank
PEQIX
PIODX
PEQIX vs. PIODX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pioneer Equity Income Fund (PEQIX) and Pioneer Fund (PIODX). 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.
| PEQIX | PIODX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.76 | 1.28 | -0.53 |
Sortino ratioReturn per unit of downside risk | 1.12 | 1.87 | -0.75 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.27 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.85 | 1.92 | -1.08 |
Martin ratioReturn relative to average drawdown | 3.31 | 8.74 | -5.43 |
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
| PEQIX | PIODX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.76 | 1.28 | -0.53 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.65 | -0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.51 | 0.80 | -0.28 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.52 | +0.05 |
Correlation
The correlation between PEQIX and PIODX 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
PEQIX vs. PIODX - Dividend Comparison
PEQIX's dividend yield for the trailing twelve months is around 8.80%, less than PIODX's 10.46% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PEQIX Pioneer Equity Income Fund | 8.80% | 9.08% | 40.97% | 17.42% | 12.72% | 9.34% | 1.59% | 4.00% | 7.75% | 5.31% | 13.11% | 10.13% |
PIODX Pioneer Fund | 10.46% | 10.04% | 14.17% | 2.86% | 4.13% | 16.18% | 5.82% | 9.37% | 15.37% | 21.35% | 20.51% | 14.53% |
Drawdowns
PEQIX vs. PIODX - Drawdown Comparison
The maximum PEQIX drawdown since its inception was -54.08%, roughly equal to the maximum PIODX drawdown of -53.40%. Use the drawdown chart below to compare losses from any high point for PEQIX and PIODX.
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Drawdown Indicators
| PEQIX | PIODX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.08% | -53.40% | -0.68% |
Max Drawdown (1Y)Largest decline over 1 year | -13.19% | -12.75% | -0.44% |
Max Drawdown (5Y)Largest decline over 5 years | -20.24% | -26.55% | +6.31% |
Max Drawdown (10Y)Largest decline over 10 years | -37.93% | -30.14% | -7.79% |
Current DrawdownCurrent decline from peak | -6.59% | -9.99% | +3.40% |
Average DrawdownAverage peak-to-trough decline | -6.60% | -8.62% | +2.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.38% | 2.80% | +0.58% |
Volatility
PEQIX vs. PIODX - Volatility Comparison
The current volatility for Pioneer Equity Income Fund (PEQIX) is 3.18%, while Pioneer Fund (PIODX) has a volatility of 5.29%. This indicates that PEQIX experiences smaller price fluctuations and is considered to be less risky than PIODX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PEQIX | PIODX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.18% | 5.29% | -2.11% |
Volatility (6M)Calculated over the trailing 6-month period | 8.58% | 11.51% | -2.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.82% | 21.40% | -4.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.29% | 19.06% | -3.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.17% | 18.78% | -1.61% |