PIMIX vs. PYLD
Compare and contrast key facts about PIMCO Income Fund Institutional Class (PIMIX) and PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund (PYLD).
PIMIX is managed by PIMCO. It was launched on Mar 30, 2007. PYLD is an actively managed fund by PIMCO. It was launched on Jun 21, 2023.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PIMIX or PYLD.
Correlation
The correlation between PIMIX and PYLD 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.
Performance
PIMIX vs. PYLD - Performance Comparison
Key characteristics
PIMIX:
1.92
PYLD:
2.55
PIMIX:
2.92
PYLD:
3.73
PIMIX:
1.38
PYLD:
1.50
PIMIX:
3.22
PYLD:
4.29
PIMIX:
8.25
PYLD:
12.79
PIMIX:
0.92%
PYLD:
0.70%
PIMIX:
3.95%
PYLD:
3.49%
PIMIX:
-13.39%
PYLD:
-4.52%
PIMIX:
-0.09%
PYLD:
-0.61%
Returns By Period
In the year-to-date period, PIMIX achieves a 3.06% return, which is significantly higher than PYLD's 2.40% return.
PIMIX
3.06%
0.09%
2.73%
7.39%
5.37%
4.39%
PYLD
2.40%
-0.04%
2.44%
8.68%
N/A
N/A
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PIMIX vs. PYLD - Expense Ratio Comparison
PIMIX has a 0.62% expense ratio, which is higher than PYLD's 0.55% expense ratio.
Risk-Adjusted Performance
PIMIX vs. PYLD — Risk-Adjusted Performance Rank
PIMIX
PYLD
PIMIX vs. PYLD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Income Fund Institutional Class (PIMIX) and PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund (PYLD). 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
PIMIX vs. PYLD - Dividend Comparison
PIMIX's dividend yield for the trailing twelve months is around 5.64%, less than PYLD's 5.93% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PIMIX PIMCO Income Fund Institutional Class | 5.64% | 6.27% | 6.21% | 6.40% | 4.02% | 4.89% | 5.86% | 5.68% | 5.41% | 5.57% | 7.84% | 6.30% |
PYLD PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund | 5.93% | 5.97% | 2.72% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
PIMIX vs. PYLD - Drawdown Comparison
The maximum PIMIX drawdown since its inception was -13.39%, which is greater than PYLD's maximum drawdown of -4.52%. Use the drawdown chart below to compare losses from any high point for PIMIX and PYLD. For additional features, visit the drawdowns tool.
Volatility
PIMIX vs. PYLD - Volatility Comparison
The current volatility for PIMCO Income Fund Institutional Class (PIMIX) is 0.72%, while PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund (PYLD) has a volatility of 1.07%. This indicates that PIMIX experiences smaller price fluctuations and is considered to be less risky than PYLD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.