PINDX vs. FSTAX
Compare and contrast key facts about Pioneer Disciplined Growth Fund (PINDX) and Fidelity Advisor Strategic Income Fund Class A (FSTAX).
PINDX is managed by Amundi US. It was launched on Dec 15, 2005. FSTAX is managed by Fidelity. It was launched on Sep 3, 1996.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PINDX or FSTAX.
Correlation
The correlation between PINDX and FSTAX is 0.29, 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
PINDX vs. FSTAX - Performance Comparison
Key characteristics
PINDX:
-0.04
FSTAX:
1.75
PINDX:
0.10
FSTAX:
2.60
PINDX:
1.01
FSTAX:
1.33
PINDX:
-0.03
FSTAX:
1.28
PINDX:
-0.13
FSTAX:
6.90
PINDX:
7.72%
FSTAX:
0.99%
PINDX:
23.56%
FSTAX:
3.91%
PINDX:
-61.99%
FSTAX:
-17.81%
PINDX:
-26.56%
FSTAX:
-1.16%
Returns By Period
In the year-to-date period, PINDX achieves a -8.13% return, which is significantly lower than FSTAX's 0.72% return. Over the past 10 years, PINDX has underperformed FSTAX with an annualized return of -0.73%, while FSTAX has yielded a comparatively higher 2.68% annualized return.
PINDX
-8.13%
-2.04%
-11.51%
-0.61%
0.10%
-0.73%
FSTAX
0.72%
0.05%
0.80%
7.11%
3.40%
2.68%
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PINDX vs. FSTAX - Expense Ratio Comparison
PINDX has a 1.05% expense ratio, which is higher than FSTAX's 0.97% expense ratio.
Risk-Adjusted Performance
PINDX vs. FSTAX — Risk-Adjusted Performance Rank
PINDX
FSTAX
PINDX vs. FSTAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Pioneer Disciplined Growth Fund (PINDX) and Fidelity Advisor Strategic Income Fund Class A (FSTAX). 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
PINDX vs. FSTAX - Dividend Comparison
PINDX's dividend yield for the trailing twelve months is around 0.24%, less than FSTAX's 3.85% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PINDX Pioneer Disciplined Growth Fund | 0.24% | 0.22% | 0.17% | 0.24% | 0.00% | 0.00% | 0.16% | 0.01% | 0.16% | 0.26% | 0.30% | 0.92% |
FSTAX Fidelity Advisor Strategic Income Fund Class A | 3.85% | 3.92% | 4.03% | 3.37% | 2.44% | 3.06% | 3.17% | 3.40% | 2.87% | 3.23% | 3.45% | 5.09% |
Drawdowns
PINDX vs. FSTAX - Drawdown Comparison
The maximum PINDX drawdown since its inception was -61.99%, which is greater than FSTAX's maximum drawdown of -17.81%. Use the drawdown chart below to compare losses from any high point for PINDX and FSTAX. For additional features, visit the drawdowns tool.
Volatility
PINDX vs. FSTAX - Volatility Comparison
Pioneer Disciplined Growth Fund (PINDX) has a higher volatility of 17.00% compared to Fidelity Advisor Strategic Income Fund Class A (FSTAX) at 1.91%. This indicates that PINDX's price experiences larger fluctuations and is considered to be riskier than FSTAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.