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 0.34, 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
PHIYX vs. DODIX - Performance Comparison
Key characteristics
PHIYX:
2.35
DODIX:
0.59
PHIYX:
3.67
DODIX:
0.86
PHIYX:
1.50
DODIX:
1.10
PHIYX:
3.37
DODIX:
0.31
PHIYX:
13.38
DODIX:
1.56
PHIYX:
0.59%
DODIX:
2.13%
PHIYX:
3.36%
DODIX:
5.65%
PHIYX:
-32.73%
DODIX:
-18.50%
PHIYX:
-0.43%
DODIX:
-5.74%
Returns By Period
In the year-to-date period, PHIYX achieves a 0.25% return, which is significantly higher than DODIX's -0.08% return. Over the past 10 years, PHIYX has outperformed DODIX with an annualized return of 4.18%, while DODIX has yielded a comparatively lower 1.87% annualized return.
PHIYX
0.25%
0.19%
3.61%
8.30%
2.95%
4.18%
DODIX
-0.08%
-0.32%
0.68%
3.48%
0.40%
1.87%
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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 6.17%, more than DODIX's 4.24% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PHIYX PIMCO High Yield Fund | 6.17% | 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 | 4.24% | 4.24% | 3.86% | 2.84% | 1.89% | 2.44% | 3.04% | 3.00% | 2.76% | 3.11% | 3.03% | 3.84% |
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 1.15%, while Dodge & Cox Income Fund (DODIX) has a volatility of 1.61%. 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.