PIMIX vs. SWJRX
Compare and contrast key facts about PIMCO Income Fund Institutional Class (PIMIX) and Schwab Monthly Income Fund - Moderate Payout (SWJRX).
PIMIX is managed by PIMCO. It was launched on Mar 30, 2007. SWJRX is managed by Charles Schwab. It was launched on Mar 27, 2008.
Performance
PIMIX vs. SWJRX - Performance Comparison
Loading graphics...
PIMIX vs. SWJRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PIMIX PIMCO Income Fund Institutional Class | -1.36% | 11.08% | 5.45% | 9.36% | -9.07% | 2.62% | 5.84% | 8.10% | 0.63% | 8.63% |
SWJRX Schwab Monthly Income Fund - Moderate Payout | 3.09% | 12.17% | 3.83% | 8.79% | -12.81% | 9.23% | 5.32% | 16.40% | -6.31% | 10.80% |
Returns By Period
In the year-to-date period, PIMIX achieves a -1.36% return, which is significantly lower than SWJRX's 3.09% return. Over the past 10 years, PIMIX has underperformed SWJRX with an annualized return of 4.66%, while SWJRX has yielded a comparatively higher 5.07% annualized return.
PIMIX
- 1D
- 0.47%
- 1M
- -3.24%
- YTD
- -1.36%
- 6M
- 1.15%
- 1Y
- 6.07%
- 3Y*
- 7.20%
- 5Y*
- 3.38%
- 10Y*
- 4.66%
SWJRX
- 1D
- 0.37%
- 1M
- -4.10%
- YTD
- 3.09%
- 6M
- 5.56%
- 1Y
- 11.26%
- 3Y*
- 8.50%
- 5Y*
- 4.04%
- 10Y*
- 5.07%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PIMIX vs. SWJRX - Expense Ratio Comparison
PIMIX has a 0.62% expense ratio, which is higher than SWJRX's 0.00% expense ratio.
Return for Risk
PIMIX vs. SWJRX — Risk / Return Rank
PIMIX
SWJRX
PIMIX vs. SWJRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Income Fund Institutional Class (PIMIX) and Schwab Monthly Income Fund - Moderate Payout (SWJRX). 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.
| PIMIX | SWJRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.56 | 1.58 | -0.02 |
Sortino ratioReturn per unit of downside risk | 2.25 | 2.17 | +0.07 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.32 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.87 | 1.84 | +0.03 |
Martin ratioReturn relative to average drawdown | 7.56 | 8.43 | -0.88 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| PIMIX | SWJRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.56 | 1.58 | -0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.72 | 0.47 | +0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.11 | 0.59 | +0.52 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.56 | 0.58 | +0.97 |
Correlation
The correlation between PIMIX and SWJRX is 0.35, 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.
Dividends
PIMIX vs. SWJRX - Dividend Comparison
PIMIX's dividend yield for the trailing twelve months is around 5.57%, more than SWJRX's 4.31% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PIMIX PIMCO Income Fund Institutional Class | 5.57% | 6.01% | 6.27% | 6.21% | 4.98% | 4.02% | 4.88% | 5.83% | 5.66% | 5.37% | 5.52% | 7.88% |
SWJRX Schwab Monthly Income Fund - Moderate Payout | 4.31% | 4.78% | 4.94% | 4.80% | 8.67% | 3.62% | 2.49% | 5.36% | 3.47% | 2.93% | 6.05% | 6.80% |
Drawdowns
PIMIX vs. SWJRX - Drawdown Comparison
The maximum PIMIX drawdown since its inception was -13.39%, smaller than the maximum SWJRX drawdown of -25.61%. Use the drawdown chart below to compare losses from any high point for PIMIX and SWJRX.
Loading graphics...
Drawdown Indicators
| PIMIX | SWJRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.39% | -25.61% | +12.22% |
Max Drawdown (1Y)Largest decline over 1 year | -3.69% | -6.32% | +2.63% |
Max Drawdown (5Y)Largest decline over 5 years | -13.34% | -20.87% | +7.53% |
Max Drawdown (10Y)Largest decline over 10 years | -13.39% | -20.87% | +7.48% |
Current DrawdownCurrent decline from peak | -3.24% | -4.10% | +0.86% |
Average DrawdownAverage peak-to-trough decline | -1.69% | -3.91% | +2.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.92% | 1.38% | -0.46% |
Volatility
PIMIX vs. SWJRX - Volatility Comparison
The current volatility for PIMCO Income Fund Institutional Class (PIMIX) is 1.88%, while Schwab Monthly Income Fund - Moderate Payout (SWJRX) has a volatility of 2.33%. This indicates that PIMIX experiences smaller price fluctuations and is considered to be less risky than SWJRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| PIMIX | SWJRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.88% | 2.33% | -0.45% |
Volatility (6M)Calculated over the trailing 6-month period | 2.64% | 4.09% | -1.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.28% | 7.32% | -3.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.75% | 8.71% | -3.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.20% | 8.57% | -4.37% |