PIOTX vs. SVBAX
Compare and contrast key facts about Pioneer Core Equity Fund (PIOTX) and John Hancock Balanced Fund (SVBAX).
PIOTX is managed by Amundi US. It was launched on Nov 18, 1999. SVBAX is managed by John Hancock. It was launched on Oct 4, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PIOTX or SVBAX.
Correlation
The correlation between PIOTX and SVBAX is 0.97, 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
PIOTX vs. SVBAX - Performance Comparison
Key characteristics
PIOTX:
47.16%
SVBAX:
11.83%
PIOTX:
-12.86%
SVBAX:
-40.82%
PIOTX:
-2.11%
SVBAX:
-5.67%
Returns By Period
PIOTX
N/A
10.14%
N/A
N/A
N/A
N/A
SVBAX
-0.68%
6.99%
-1.06%
3.67%
8.17%
5.55%
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PIOTX vs. SVBAX - Expense Ratio Comparison
PIOTX has a 0.88% expense ratio, which is lower than SVBAX's 1.03% expense ratio.
Risk-Adjusted Performance
PIOTX vs. SVBAX — Risk-Adjusted Performance Rank
PIOTX
SVBAX
PIOTX vs. SVBAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Pioneer Core Equity Fund (PIOTX) and John Hancock Balanced Fund (SVBAX). 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.
Not enough dataDividends
PIOTX vs. SVBAX - Dividend Comparison
PIOTX has not paid dividends to shareholders, while SVBAX's dividend yield for the trailing twelve months is around 1.64%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PIOTX Pioneer Core Equity Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SVBAX John Hancock Balanced Fund | 1.64% | 1.52% | 1.49% | 1.60% | 1.07% | 1.32% | 1.49% | 1.91% | 1.65% | 1.71% | 2.10% | 2.15% |
Drawdowns
PIOTX vs. SVBAX - Drawdown Comparison
The maximum PIOTX drawdown since its inception was -12.86%, smaller than the maximum SVBAX drawdown of -40.82%. Use the drawdown chart below to compare losses from any high point for PIOTX and SVBAX. For additional features, visit the drawdowns tool.
Volatility
PIOTX vs. SVBAX - Volatility Comparison
Pioneer Core Equity Fund (PIOTX) has a higher volatility of 11.49% compared to John Hancock Balanced Fund (SVBAX) at 6.47%. This indicates that PIOTX's price experiences larger fluctuations and is considered to be riskier than SVBAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.