PHIYX vs. DODIX
Compare and contrast key facts about PIMCO High Yield Fund (PHIYX) and Dodge & Cox Income Fund (DODIX).
PHIYX is managed by PIMCO. It was launched on Dec 15, 1992. DODIX is managed by Dodge & Cox.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PHIYX or DODIX.
Correlation
The correlation between PHIYX and DODIX is -0.00. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
PHIYX vs. DODIX - Performance Comparison
Key characteristics
PHIYX:
1.71
DODIX:
1.01
PHIYX:
2.33
DODIX:
1.52
PHIYX:
1.35
DODIX:
1.18
PHIYX:
1.77
DODIX:
0.62
PHIYX:
7.32
DODIX:
2.54
PHIYX:
0.84%
DODIX:
2.26%
PHIYX:
3.78%
DODIX:
5.64%
PHIYX:
-32.73%
DODIX:
-18.50%
PHIYX:
-1.12%
DODIX:
-3.53%
Returns By Period
In the year-to-date period, PHIYX achieves a 0.78% return, which is significantly lower than DODIX's 2.26% return. Over the past 10 years, PHIYX has outperformed DODIX with an annualized return of 3.91%, while DODIX has yielded a comparatively lower 2.11% annualized return.
PHIYX
0.78%
1.92%
0.89%
6.43%
4.65%
3.91%
DODIX
2.26%
0.64%
1.04%
5.67%
0.64%
2.11%
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PHIYX vs. DODIX - Expense Ratio Comparison
PHIYX has a 0.56% expense ratio, which is higher than DODIX's 0.41% expense ratio.
Risk-Adjusted Performance
PHIYX vs. DODIX — Risk-Adjusted Performance Rank
PHIYX
DODIX
PHIYX vs. DODIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO High Yield Fund (PHIYX) and Dodge & Cox Income Fund (DODIX). 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
PHIYX vs. DODIX - Dividend Comparison
PHIYX's dividend yield for the trailing twelve months is around 5.77%, more than DODIX's 4.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PHIYX PIMCO High Yield Fund | 5.77% | 6.18% | 5.62% | 5.42% | 4.53% | 4.56% | 5.04% | 5.63% | 5.12% | 5.38% | 6.16% | 6.58% |
DODIX Dodge & Cox Income Fund | 4.20% | 4.24% | 3.86% | 2.82% | 3.23% | 4.66% | 3.63% | 3.43% | 3.03% | 3.25% | 3.09% | 4.15% |
Drawdowns
PHIYX vs. DODIX - Drawdown Comparison
The maximum PHIYX drawdown since its inception was -32.73%, which is greater than DODIX's maximum drawdown of -18.50%. Use the drawdown chart below to compare losses from any high point for PHIYX and DODIX. For additional features, visit the drawdowns tool.
Volatility
PHIYX vs. DODIX - Volatility Comparison
The current volatility for PIMCO High Yield Fund (PHIYX) is 1.22%, while Dodge & Cox Income Fund (DODIX) has a volatility of 1.84%. This indicates that PHIYX experiences smaller price fluctuations and is considered to be less risky than DODIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.