PFLEX vs. PIMIX
Compare and contrast key facts about PIMCO Flexible Credit Income Fund (PFLEX) and PIMCO Income Fund Institutional Class (PIMIX).
PFLEX is managed by PIMCO. It was launched on Feb 21, 2017. 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: PFLEX or PIMIX.
Correlation
The correlation between PFLEX and PIMIX is 0.63, 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
PFLEX vs. PIMIX - Performance Comparison
Key characteristics
PFLEX:
3.49
PIMIX:
2.05
PFLEX:
7.42
PIMIX:
3.09
PFLEX:
2.04
PIMIX:
1.40
PFLEX:
7.91
PIMIX:
3.51
PFLEX:
32.61
PIMIX:
8.74
PFLEX:
0.42%
PIMIX:
0.95%
PFLEX:
3.88%
PIMIX:
4.04%
PFLEX:
-24.60%
PIMIX:
-13.39%
PFLEX:
0.00%
PIMIX:
0.00%
Returns By Period
In the year-to-date period, PFLEX achieves a 1.59% return, which is significantly lower than PIMIX's 1.76% return.
PFLEX
1.59%
1.74%
5.45%
13.76%
5.62%
N/A
PIMIX
1.76%
1.86%
2.68%
7.66%
3.08%
4.43%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PFLEX vs. PIMIX - Expense Ratio Comparison
PFLEX has a 2.10% expense ratio, which is higher than PIMIX's 0.62% expense ratio.
Risk-Adjusted Performance
PFLEX vs. PIMIX — Risk-Adjusted Performance Rank
PFLEX
PIMIX
PFLEX vs. PIMIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Flexible Credit Income Fund (PFLEX) 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
PFLEX vs. PIMIX - Dividend Comparison
PFLEX's dividend yield for the trailing twelve months is around 9.76%, more than PIMIX's 6.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PFLEX PIMCO Flexible Credit Income Fund | 9.76% | 9.70% | 12.77% | 19.51% | 8.55% | 8.52% | 7.73% | 10.59% | 4.78% | 0.00% | 0.00% | 0.00% |
PIMIX PIMCO Income Fund Institutional Class | 6.20% | 6.27% | 6.21% | 6.40% | 4.02% | 4.89% | 5.86% | 5.68% | 5.41% | 5.57% | 7.84% | 6.30% |
Drawdowns
PFLEX vs. PIMIX - Drawdown Comparison
The maximum PFLEX drawdown since its inception was -24.60%, which is greater than PIMIX's maximum drawdown of -13.39%. Use the drawdown chart below to compare losses from any high point for PFLEX and PIMIX. For additional features, visit the drawdowns tool.
Volatility
PFLEX vs. PIMIX - Volatility Comparison
PIMCO Flexible Credit Income Fund (PFLEX) has a higher volatility of 1.06% compared to PIMCO Income Fund Institutional Class (PIMIX) at 0.87%. This indicates that PFLEX's price experiences larger fluctuations and is considered to be riskier than PIMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.