PFINX vs. LBFFX
Compare and contrast key facts about PIMCO Preferred and Capital Securities Fund (PFINX) and Lord Abbett Convertible Fund Class F (LBFFX).
PFINX is managed by PIMCO. It was launched on Apr 12, 2015. LBFFX is managed by Lord Abbett.
Performance
PFINX vs. LBFFX - Performance Comparison
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PFINX vs. LBFFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PFINX PIMCO Preferred and Capital Securities Fund | -0.89% | 8.73% | 10.84% | 7.03% | -12.82% | 4.61% | 6.73% | 20.78% | -4.17% | 13.28% |
LBFFX Lord Abbett Convertible Fund Class F | 1.71% | 22.11% | 13.82% | 7.16% | -23.30% | 1.26% | 64.16% | 24.19% | -5.89% | 16.68% |
Returns By Period
In the year-to-date period, PFINX achieves a -0.89% return, which is significantly lower than LBFFX's 1.71% return. Over the past 10 years, PFINX has underperformed LBFFX with an annualized return of 6.08%, while LBFFX has yielded a comparatively higher 11.61% annualized return.
PFINX
- 1D
- 0.11%
- 1M
- -2.89%
- YTD
- -0.89%
- 6M
- 0.45%
- 1Y
- 6.27%
- 3Y*
- 9.96%
- 5Y*
- 2.92%
- 10Y*
- 6.08%
LBFFX
- 1D
- -1.66%
- 1M
- -5.44%
- YTD
- 1.71%
- 6M
- 4.82%
- 1Y
- 26.07%
- 3Y*
- 14.05%
- 5Y*
- 2.99%
- 10Y*
- 11.61%
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PFINX vs. LBFFX - Expense Ratio Comparison
PFINX has a 0.79% expense ratio, which is lower than LBFFX's 0.93% expense ratio.
Return for Risk
PFINX vs. LBFFX — Risk / Return Rank
PFINX
LBFFX
PFINX vs. LBFFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Preferred and Capital Securities Fund (PFINX) and Lord Abbett Convertible Fund Class F (LBFFX). 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.
| PFINX | LBFFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.63 | 1.80 | -0.18 |
Sortino ratioReturn per unit of downside risk | 2.14 | 2.44 | -0.30 |
Omega ratioGain probability vs. loss probability | 1.41 | 1.33 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.79 | 3.45 | -1.65 |
Martin ratioReturn relative to average drawdown | 7.08 | 12.36 | -5.28 |
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
| PFINX | LBFFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.63 | 1.80 | -0.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.54 | 0.23 | +0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.00 | 0.86 | +0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.89 | 0.61 | +0.28 |
Correlation
The correlation between PFINX and LBFFX is 0.35, 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.
Dividends
PFINX vs. LBFFX - Dividend Comparison
PFINX's dividend yield for the trailing twelve months is around 3.87%, more than LBFFX's 1.47% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PFINX PIMCO Preferred and Capital Securities Fund | 3.87% | 3.74% | 5.30% | 6.26% | 8.54% | 5.79% | 3.06% | 6.40% | 6.43% | 7.08% | 6.19% | 2.34% |
LBFFX Lord Abbett Convertible Fund Class F | 1.47% | 1.80% | 2.22% | 1.95% | 2.60% | 18.44% | 16.27% | 8.71% | 4.91% | 2.47% | 3.64% | 3.38% |
Drawdowns
PFINX vs. LBFFX - Drawdown Comparison
The maximum PFINX drawdown since its inception was -23.93%, smaller than the maximum LBFFX drawdown of -41.13%. Use the drawdown chart below to compare losses from any high point for PFINX and LBFFX.
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Drawdown Indicators
| PFINX | LBFFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.93% | -41.13% | +17.20% |
Max Drawdown (1Y)Largest decline over 1 year | -3.43% | -7.07% | +3.64% |
Max Drawdown (5Y)Largest decline over 5 years | -22.11% | -30.86% | +8.75% |
Max Drawdown (10Y)Largest decline over 10 years | -23.93% | -33.61% | +9.68% |
Current DrawdownCurrent decline from peak | -2.98% | -7.07% | +4.09% |
Average DrawdownAverage peak-to-trough decline | -3.50% | -10.40% | +6.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.87% | 1.97% | -1.10% |
Volatility
PFINX vs. LBFFX - Volatility Comparison
The current volatility for PIMCO Preferred and Capital Securities Fund (PFINX) is 1.31%, while Lord Abbett Convertible Fund Class F (LBFFX) has a volatility of 5.98%. This indicates that PFINX experiences smaller price fluctuations and is considered to be less risky than LBFFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PFINX | LBFFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.31% | 5.98% | -4.67% |
Volatility (6M)Calculated over the trailing 6-month period | 2.69% | 12.02% | -9.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.82% | 14.39% | -10.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.49% | 12.86% | -7.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.12% | 13.50% | -7.38% |