PIGFX vs. CVFCX
Compare and contrast key facts about Pioneer Fundamental Growth Fund (PIGFX) and Pioneer Disciplined Value Fund (CVFCX).
PIGFX is managed by Amundi. It was launched on Aug 22, 2002. CVFCX is managed by Amundi. It was launched on Dec 15, 2005.
Performance
PIGFX vs. CVFCX - Performance Comparison
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PIGFX vs. CVFCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PIGFX Pioneer Fundamental Growth Fund | -11.93% | 14.20% | 17.46% | 32.80% | -20.79% | 23.80% | 27.20% | 33.88% | -0.64% | 22.58% |
CVFCX Pioneer Disciplined Value Fund | 0.43% | 17.37% | 12.11% | 8.19% | -9.69% | 27.72% | 5.64% | 29.54% | -13.17% | 21.67% |
Returns By Period
In the year-to-date period, PIGFX achieves a -11.93% return, which is significantly lower than CVFCX's 0.43% return. Over the past 10 years, PIGFX has outperformed CVFCX with an annualized return of 12.58%, while CVFCX has yielded a comparatively lower 10.46% annualized return.
PIGFX
- 1D
- 0.00%
- 1M
- -8.05%
- YTD
- -11.93%
- 6M
- -10.38%
- 1Y
- 6.17%
- 3Y*
- 13.09%
- 5Y*
- 8.48%
- 10Y*
- 12.58%
CVFCX
- 1D
- 0.12%
- 1M
- -5.17%
- YTD
- 0.43%
- 6M
- 4.31%
- 1Y
- 14.52%
- 3Y*
- 11.80%
- 5Y*
- 8.42%
- 10Y*
- 10.46%
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PIGFX vs. CVFCX - Expense Ratio Comparison
PIGFX has a 1.00% expense ratio, which is higher than CVFCX's 0.91% expense ratio.
Return for Risk
PIGFX vs. CVFCX — Risk / Return Rank
PIGFX
CVFCX
PIGFX vs. CVFCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pioneer Fundamental Growth Fund (PIGFX) and Pioneer Disciplined Value Fund (CVFCX). 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.
| PIGFX | CVFCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.31 | 0.92 | -0.61 |
Sortino ratioReturn per unit of downside risk | 0.58 | 1.35 | -0.77 |
Omega ratioGain probability vs. loss probability | 1.08 | 1.20 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 0.26 | 1.06 | -0.80 |
Martin ratioReturn relative to average drawdown | 0.86 | 4.36 | -3.51 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PIGFX | CVFCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.31 | 0.92 | -0.61 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.53 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.59 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.42 | +0.08 |
Correlation
The correlation between PIGFX and CVFCX is 0.81, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
PIGFX vs. CVFCX - Dividend Comparison
PIGFX's dividend yield for the trailing twelve months is around 21.78%, more than CVFCX's 5.83% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PIGFX Pioneer Fundamental Growth Fund | 21.78% | 19.18% | 5.75% | 3.41% | 4.39% | 20.14% | 9.08% | 5.43% | 6.07% | 4.66% | 2.19% | 4.40% |
CVFCX Pioneer Disciplined Value Fund | 5.83% | 5.85% | 4.65% | 2.14% | 12.02% | 23.77% | 1.25% | 1.20% | 18.94% | 15.22% | 0.95% | 25.02% |
Drawdowns
PIGFX vs. CVFCX - Drawdown Comparison
The maximum PIGFX drawdown since its inception was -44.04%, smaller than the maximum CVFCX drawdown of -55.99%. Use the drawdown chart below to compare losses from any high point for PIGFX and CVFCX.
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Drawdown Indicators
| PIGFX | CVFCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.04% | -55.99% | +11.95% |
Max Drawdown (1Y)Largest decline over 1 year | -14.55% | -12.93% | -1.62% |
Max Drawdown (5Y)Largest decline over 5 years | -27.12% | -24.19% | -2.93% |
Max Drawdown (10Y)Largest decline over 10 years | -31.47% | -35.32% | +3.85% |
Current DrawdownCurrent decline from peak | -14.32% | -7.16% | -7.16% |
Average DrawdownAverage peak-to-trough decline | -6.40% | -10.69% | +4.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.47% | 3.14% | +1.33% |
Volatility
PIGFX vs. CVFCX - Volatility Comparison
Pioneer Fundamental Growth Fund (PIGFX) has a higher volatility of 4.97% compared to Pioneer Disciplined Value Fund (CVFCX) at 3.15%. This indicates that PIGFX's price experiences larger fluctuations and is considered to be riskier than CVFCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PIGFX | CVFCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.97% | 3.15% | +1.82% |
Volatility (6M)Calculated over the trailing 6-month period | 10.71% | 8.70% | +2.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.89% | 17.05% | +3.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.65% | 15.99% | +2.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.82% | 17.84% | +0.98% |