PFIIX vs. LAGVX
Compare and contrast key facts about PIMCO Low Duration Income Fund (PFIIX) and Lord Abbett Income Fund (LAGVX).
PFIIX is managed by PIMCO. It was launched on Jul 30, 2004. LAGVX is managed by Lord Abbett. It was launched on Jan 4, 1982.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PFIIX or LAGVX.
Correlation
The correlation between PFIIX and LAGVX is 0.18, 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
PFIIX vs. LAGVX - Performance Comparison
Key characteristics
PFIIX:
2.86
LAGVX:
1.00
PFIIX:
4.61
LAGVX:
1.44
PFIIX:
1.68
LAGVX:
1.19
PFIIX:
4.09
LAGVX:
0.50
PFIIX:
18.69
LAGVX:
3.50
PFIIX:
0.43%
LAGVX:
1.74%
PFIIX:
2.81%
LAGVX:
6.07%
PFIIX:
-29.16%
LAGVX:
-50.69%
PFIIX:
-1.23%
LAGVX:
-6.81%
Returns By Period
In the year-to-date period, PFIIX achieves a 1.67% return, which is significantly higher than LAGVX's 0.15% return. Over the past 10 years, PFIIX has outperformed LAGVX with an annualized return of 4.18%, while LAGVX has yielded a comparatively lower 2.27% annualized return.
PFIIX
1.67%
-0.89%
2.43%
7.91%
4.84%
4.18%
LAGVX
0.15%
-2.02%
-1.36%
6.09%
1.56%
2.27%
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PFIIX vs. LAGVX - Expense Ratio Comparison
PFIIX has a 0.50% expense ratio, which is lower than LAGVX's 0.73% expense ratio.
Risk-Adjusted Performance
PFIIX vs. LAGVX — Risk-Adjusted Performance Rank
PFIIX
LAGVX
PFIIX vs. LAGVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Low Duration Income Fund (PFIIX) and Lord Abbett Income Fund (LAGVX). 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
PFIIX vs. LAGVX - Dividend Comparison
PFIIX's dividend yield for the trailing twelve months is around 6.12%, more than LAGVX's 5.62% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PFIIX PIMCO Low Duration Income Fund | 6.12% | 5.95% | 4.99% | 6.32% | 3.06% | 3.46% | 4.76% | 3.21% | 3.15% | 3.78% | 5.37% | 5.15% |
LAGVX Lord Abbett Income Fund | 5.62% | 5.47% | 4.88% | 4.95% | 3.11% | 3.47% | 3.88% | 4.29% | 3.52% | 3.92% | 4.70% | 5.35% |
Drawdowns
PFIIX vs. LAGVX - Drawdown Comparison
The maximum PFIIX drawdown since its inception was -29.16%, smaller than the maximum LAGVX drawdown of -50.69%. Use the drawdown chart below to compare losses from any high point for PFIIX and LAGVX. For additional features, visit the drawdowns tool.
Volatility
PFIIX vs. LAGVX - Volatility Comparison
The current volatility for PIMCO Low Duration Income Fund (PFIIX) is 1.35%, while Lord Abbett Income Fund (LAGVX) has a volatility of 2.41%. This indicates that PFIIX experiences smaller price fluctuations and is considered to be less risky than LAGVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.