PFIUX vs. PIMIX
Compare and contrast key facts about PIMCO Dynamic Bond Fund (PFIUX) and PIMCO Income Fund Institutional Class (PIMIX).
PFIUX is managed by PIMCO. It was launched on Jun 29, 2008. PIMIX is managed by PIMCO. It was launched on Mar 30, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PFIUX or PIMIX.
Key characteristics
| PFIUX | PIMIX | |
|---|---|---|
| YTD Return | 6.31% | 5.25% |
| 1Y Return | 10.65% | 11.18% |
| 3Y Return (Ann) | 2.06% | 2.10% |
| 5Y Return (Ann) | 2.62% | 3.27% |
| 10Y Return (Ann) | 2.87% | 4.26% |
| Sharpe Ratio | 4.36 | 2.54 |
| Sortino Ratio | 8.34 | 3.95 |
| Omega Ratio | 2.26 | 1.52 |
| Calmar Ratio | 2.13 | 2.45 |
| Martin Ratio | 43.19 | 13.48 |
| Ulcer Index | 0.25% | 0.84% |
| Daily Std Dev | 2.45% | 4.44% |
| Max Drawdown | -10.10% | -13.39% |
| Current Drawdown | 0.00% | -1.34% |
Correlation
The correlation between PFIUX and PIMIX is 0.62, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
PFIUX vs. PIMIX - Performance Comparison
In the year-to-date period, PFIUX achieves a 6.31% return, which is significantly higher than PIMIX's 5.25% return. Over the past 10 years, PFIUX has underperformed PIMIX with an annualized return of 2.87%, while PIMIX has yielded a comparatively higher 4.26% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PFIUX vs. PIMIX - Expense Ratio Comparison
PFIUX has a 0.81% expense ratio, which is higher than PIMIX's 0.62% expense ratio.
Risk-Adjusted Performance
PFIUX vs. PIMIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Dynamic Bond Fund (PFIUX) and PIMCO Income Fund Institutional Class (PIMIX). 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
PFIUX vs. PIMIX - Dividend Comparison
PFIUX's dividend yield for the trailing twelve months is around 5.51%, less than PIMIX's 6.22% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PFIUX PIMCO Dynamic Bond Fund | 5.51% | 4.12% | 4.33% | 2.03% | 3.45% | 5.16% | 3.48% | 4.69% | 2.32% | 6.09% | 1.98% | 0.87% |
PIMIX PIMCO Income Fund Institutional Class | 6.22% | 6.21% | 6.40% | 4.02% | 4.89% | 5.86% | 5.68% | 5.41% | 5.57% | 7.84% | 6.30% | 5.46% |
Drawdowns
PFIUX vs. PIMIX - Drawdown Comparison
The maximum PFIUX drawdown since its inception was -10.10%, smaller than the maximum PIMIX drawdown of -13.39%. Use the drawdown chart below to compare losses from any high point for PFIUX and PIMIX. For additional features, visit the drawdowns tool.
Volatility
PFIUX vs. PIMIX - Volatility Comparison
The current volatility for PIMCO Dynamic Bond Fund (PFIUX) is 0.60%, while PIMCO Income Fund Institutional Class (PIMIX) has a volatility of 1.02%. This indicates that PFIUX experiences smaller price fluctuations and is considered to be less risky than PIMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.