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 0.29, 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
PFLEX vs. PIMIX - Performance Comparison
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Key characteristics
PFLEX:
3.10
PIMIX:
1.60
PFLEX:
5.78
PIMIX:
2.51
PFLEX:
1.88
PIMIX:
1.32
PFLEX:
4.29
PIMIX:
2.44
PFLEX:
19.02
PIMIX:
7.19
PFLEX:
0.67%
PIMIX:
0.95%
PFLEX:
4.14%
PIMIX:
4.11%
PFLEX:
-24.60%
PIMIX:
-13.39%
PFLEX:
-0.47%
PIMIX:
-0.98%
Returns By Period
The year-to-date returns for both investments are quite close, with PFLEX having a 2.47% return and PIMIX slightly higher at 2.57%.
PFLEX
2.47%
2.16%
3.40%
12.67%
8.48%
10.41%
N/A
PIMIX
2.57%
0.61%
3.26%
6.73%
5.80%
4.80%
4.33%
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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.
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Dividends
PFLEX vs. PIMIX - Dividend Comparison
PFLEX's dividend yield for the trailing twelve months is around 10.85%, more than PIMIX's 6.24% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PFLEX PIMCO Flexible Credit Income Fund | 10.85% | 10.52% | 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 | 6.24% | 6.27% | 6.73% | 6.39% | 4.02% | 4.84% | 5.82% | 5.64% | 5.39% | 5.57% | 7.93% | 6.53% |
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.
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Volatility
PFLEX vs. PIMIX - Volatility Comparison
The current volatility for PIMCO Flexible Credit Income Fund (PFLEX) is 1.07%, while PIMCO Income Fund Institutional Class (PIMIX) has a volatility of 1.40%. This indicates that PFLEX 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.
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