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.
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
Key characteristics
PFIUX:
3.19
PIMIX:
1.92
PFIUX:
5.39
PIMIX:
2.92
PFIUX:
1.82
PIMIX:
1.38
PFIUX:
6.34
PIMIX:
3.22
PFIUX:
22.84
PIMIX:
8.25
PFIUX:
0.35%
PIMIX:
0.92%
PFIUX:
2.54%
PIMIX:
3.95%
PFIUX:
-10.10%
PIMIX:
-13.39%
PFIUX:
0.00%
PIMIX:
-0.09%
Returns By Period
In the year-to-date period, PFIUX achieves a 2.64% return, which is significantly lower than PIMIX's 3.06% return. Over the past 10 years, PFIUX has underperformed PIMIX with an annualized return of 3.11%, while PIMIX has yielded a comparatively higher 4.35% annualized return.
PFIUX
2.64%
0.61%
3.93%
7.97%
4.04%
3.11%
PIMIX
3.06%
0.09%
2.73%
7.70%
5.17%
4.35%
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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 Rank
PFIUX
PIMIX
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 4.76%, less than PIMIX's 5.64% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PFIUX PIMCO Dynamic Bond Fund | 4.76% | 4.69% | 4.12% | 4.33% | 2.03% | 3.45% | 5.16% | 3.48% | 4.69% | 2.32% | 6.09% | 1.98% |
PIMIX PIMCO Income Fund Institutional Class | 5.64% | 6.27% | 6.21% | 6.40% | 4.02% | 4.89% | 5.86% | 5.68% | 5.41% | 5.57% | 7.84% | 6.30% |
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
PIMCO Dynamic Bond Fund (PFIUX) and PIMCO Income Fund Institutional Class (PIMIX) have volatilities of 0.71% and 0.72%, 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.