PIGFX vs. PYEQX
Compare and contrast key facts about Pioneer Fundamental Growth Fund (PIGFX) and Pioneer Equity Income Y (PYEQX).
PIGFX is managed by Amundi. It was launched on Aug 22, 2002. PYEQX is managed by Amundi. It was launched on Jul 25, 1990.
Performance
PIGFX vs. PYEQX - Performance Comparison
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PIGFX vs. PYEQX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PIGFX Pioneer Fundamental Growth Fund | -8.56% | 14.20% | 17.46% | 32.80% | -20.79% | 23.80% | 27.20% | 33.88% | -0.64% | 22.58% |
PYEQX Pioneer Equity Income Y | 3.31% | 11.46% | 11.46% | 7.54% | -7.92% | 25.56% | 0.09% | 25.76% | -8.70% | 15.27% |
Returns By Period
In the year-to-date period, PIGFX achieves a -8.56% return, which is significantly lower than PYEQX's 3.31% return. Over the past 10 years, PIGFX has outperformed PYEQX with an annualized return of 13.01%, while PYEQX has yielded a comparatively lower 9.19% annualized return.
PIGFX
- 1D
- 0.74%
- 1M
- -3.37%
- YTD
- -8.56%
- 6M
- -7.58%
- 1Y
- 5.98%
- 3Y*
- 14.51%
- 5Y*
- 8.96%
- 10Y*
- 13.01%
PYEQX
- 1D
- -0.38%
- 1M
- -2.53%
- YTD
- 3.31%
- 6M
- 7.77%
- 1Y
- 12.49%
- 3Y*
- 11.07%
- 5Y*
- 7.58%
- 10Y*
- 9.19%
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PIGFX vs. PYEQX - Expense Ratio Comparison
PIGFX has a 1.00% expense ratio, which is higher than PYEQX's 0.81% expense ratio.
Return for Risk
PIGFX vs. PYEQX — Risk / Return Rank
PIGFX
PYEQX
PIGFX vs. PYEQX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pioneer Fundamental Growth Fund (PIGFX) and Pioneer Equity Income Y (PYEQX). 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 | PYEQX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.47 | 0.78 | -0.31 |
Sortino ratioReturn per unit of downside risk | 0.81 | 1.16 | -0.35 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.17 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.70 | 0.95 | -0.25 |
Martin ratioReturn relative to average drawdown | 2.23 | 3.69 | -1.46 |
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 | PYEQX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.47 | 0.78 | -0.31 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.50 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 0.54 | +0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.41 | +0.09 |
Correlation
The correlation between PIGFX and PYEQX 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. PYEQX - Dividend Comparison
PIGFX's dividend yield for the trailing twelve months is around 20.98%, more than PYEQX's 8.58% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PIGFX Pioneer Fundamental Growth Fund | 20.98% | 19.18% | 5.75% | 3.41% | 4.39% | 20.14% | 9.08% | 5.43% | 6.07% | 4.66% | 2.19% | 4.40% |
PYEQX Pioneer Equity Income Y | 8.58% | 8.95% | 39.97% | 17.70% | 12.73% | 9.44% | 1.77% | 4.15% | 7.99% | 5.46% | 13.20% | 10.34% |
Drawdowns
PIGFX vs. PYEQX - Drawdown Comparison
The maximum PIGFX drawdown since its inception was -44.04%, smaller than the maximum PYEQX drawdown of -53.72%. Use the drawdown chart below to compare losses from any high point for PIGFX and PYEQX.
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Drawdown Indicators
| PIGFX | PYEQX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.04% | -53.72% | +9.68% |
Max Drawdown (1Y)Largest decline over 1 year | -14.32% | -8.15% | -6.17% |
Max Drawdown (5Y)Largest decline over 5 years | -27.12% | -20.14% | -6.98% |
Max Drawdown (10Y)Largest decline over 10 years | -31.47% | -37.88% | +6.41% |
Current DrawdownCurrent decline from peak | -11.04% | -5.66% | -5.38% |
Average DrawdownAverage peak-to-trough decline | -6.40% | -7.69% | +1.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.58% | 3.41% | +1.17% |
Volatility
PIGFX vs. PYEQX - Volatility Comparison
Pioneer Fundamental Growth Fund (PIGFX) has a higher volatility of 6.09% compared to Pioneer Equity Income Y (PYEQX) at 3.44%. This indicates that PIGFX's price experiences larger fluctuations and is considered to be riskier than PYEQX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PIGFX | PYEQX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.09% | 3.44% | +2.65% |
Volatility (6M)Calculated over the trailing 6-month period | 11.17% | 8.66% | +2.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.08% | 16.83% | +4.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.69% | 15.31% | +3.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.84% | 17.17% | +1.67% |