PINDX vs. PYEQX
Compare and contrast key facts about Pioneer Disciplined Growth Fund (PINDX) and Pioneer Equity Income Y (PYEQX).
PINDX is managed by Amundi. It was launched on Dec 15, 2005. PYEQX is managed by Amundi. It was launched on Jul 25, 1990.
Performance
PINDX vs. PYEQX - Performance Comparison
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PINDX vs. PYEQX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PINDX Pioneer Disciplined Growth Fund | -7.35% | 21.16% | 19.33% | 28.67% | -21.49% | 25.59% | 34.78% | 35.61% | -5.08% | 26.41% |
PYEQX Pioneer Equity Income Y | 3.71% | 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, PINDX achieves a -7.35% return, which is significantly lower than PYEQX's 3.71% return. Over the past 10 years, PINDX has outperformed PYEQX with an annualized return of 14.38%, while PYEQX has yielded a comparatively lower 9.23% annualized return.
PINDX
- 1D
- 3.80%
- 1M
- -4.88%
- YTD
- -7.35%
- 6M
- -6.31%
- 1Y
- 23.30%
- 3Y*
- 16.15%
- 5Y*
- 10.30%
- 10Y*
- 14.38%
PYEQX
- 1D
- 1.36%
- 1M
- -3.10%
- YTD
- 3.71%
- 6M
- 8.02%
- 1Y
- 13.54%
- 3Y*
- 11.21%
- 5Y*
- 7.66%
- 10Y*
- 9.23%
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PINDX vs. PYEQX - Expense Ratio Comparison
PINDX has a 1.05% expense ratio, which is higher than PYEQX's 0.81% expense ratio.
Return for Risk
PINDX vs. PYEQX — Risk / Return Rank
PINDX
PYEQX
PINDX vs. PYEQX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pioneer Disciplined Growth Fund (PINDX) 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.
| PINDX | PYEQX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.05 | 0.78 | +0.27 |
Sortino ratioReturn per unit of downside risk | 1.61 | 1.15 | +0.46 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.17 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.66 | 1.09 | +0.57 |
Martin ratioReturn relative to average drawdown | 5.55 | 4.24 | +1.30 |
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
| PINDX | PYEQX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.05 | 0.78 | +0.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.50 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.54 | +0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.41 | +0.04 |
Correlation
The correlation between PINDX and PYEQX is 0.82, 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
PINDX vs. PYEQX - Dividend Comparison
PINDX's dividend yield for the trailing twelve months is around 4.87%, less than PYEQX's 8.55% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PINDX Pioneer Disciplined Growth Fund | 4.87% | 4.51% | 6.34% | 0.17% | 7.23% | 33.14% | 27.35% | 5.20% | 26.83% | 12.86% | 8.57% | 6.14% |
PYEQX Pioneer Equity Income Y | 8.55% | 8.95% | 39.97% | 17.70% | 12.73% | 9.44% | 1.77% | 4.15% | 7.99% | 5.46% | 13.20% | 10.34% |
Drawdowns
PINDX vs. PYEQX - Drawdown Comparison
The maximum PINDX drawdown since its inception was -52.37%, roughly equal to the maximum PYEQX drawdown of -53.72%. Use the drawdown chart below to compare losses from any high point for PINDX and PYEQX.
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Drawdown Indicators
| PINDX | PYEQX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.37% | -53.72% | +1.35% |
Max Drawdown (1Y)Largest decline over 1 year | -14.64% | -13.20% | -1.44% |
Max Drawdown (5Y)Largest decline over 5 years | -28.77% | -20.14% | -8.63% |
Max Drawdown (10Y)Largest decline over 10 years | -29.82% | -37.88% | +8.06% |
Current DrawdownCurrent decline from peak | -11.39% | -5.29% | -6.10% |
Average DrawdownAverage peak-to-trough decline | -11.54% | -7.69% | -3.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.38% | 3.39% | +0.99% |
Volatility
PINDX vs. PYEQX - Volatility Comparison
Pioneer Disciplined Growth Fund (PINDX) has a higher volatility of 7.04% compared to Pioneer Equity Income Y (PYEQX) at 3.53%. This indicates that PINDX'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
| PINDX | PYEQX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.04% | 3.53% | +3.51% |
Volatility (6M)Calculated over the trailing 6-month period | 13.09% | 8.65% | +4.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.31% | 16.86% | +6.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.64% | 15.31% | +4.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.47% | 17.17% | +2.30% |