PLFRX vs. DODIX
Compare and contrast key facts about Pacific Funds Floating Rate Income (PLFRX) and Dodge & Cox Income Fund (DODIX).
PLFRX is managed by Pacific Funds Series Trust. It was launched on Jun 29, 2011. DODIX is managed by Dodge & Cox.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PLFRX or DODIX.
Correlation
The correlation between PLFRX and DODIX is 0.24, 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
PLFRX vs. DODIX - Performance Comparison
Key characteristics
PLFRX:
1.95
DODIX:
1.48
PLFRX:
3.87
DODIX:
2.19
PLFRX:
1.77
DODIX:
1.26
PLFRX:
2.59
DODIX:
0.81
PLFRX:
12.61
DODIX:
3.72
PLFRX:
0.45%
DODIX:
2.24%
PLFRX:
2.88%
DODIX:
5.64%
PLFRX:
-18.75%
DODIX:
-18.50%
PLFRX:
-0.89%
DODIX:
-2.68%
Returns By Period
In the year-to-date period, PLFRX achieves a -0.17% return, which is significantly lower than DODIX's 3.16% return. Over the past 10 years, PLFRX has outperformed DODIX with an annualized return of 4.68%, while DODIX has yielded a comparatively lower 2.17% annualized return.
PLFRX
-0.17%
-0.53%
1.74%
4.81%
7.14%
4.68%
DODIX
3.16%
0.32%
2.33%
8.53%
0.78%
2.17%
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PLFRX vs. DODIX - Expense Ratio Comparison
PLFRX has a 0.68% expense ratio, which is higher than DODIX's 0.41% expense ratio.
Risk-Adjusted Performance
PLFRX vs. DODIX — Risk-Adjusted Performance Rank
PLFRX
DODIX
PLFRX vs. DODIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Pacific Funds Floating Rate Income (PLFRX) and Dodge & Cox Income Fund (DODIX). 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
PLFRX vs. DODIX - Dividend Comparison
PLFRX's dividend yield for the trailing twelve months is around 7.36%, more than DODIX's 4.16% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PLFRX Pacific Funds Floating Rate Income | 7.36% | 8.47% | 8.92% | 5.66% | 3.93% | 4.06% | 5.14% | 5.08% | 4.46% | 4.22% | 4.51% | 4.58% |
DODIX Dodge & Cox Income Fund | 4.16% | 4.24% | 3.86% | 2.84% | 1.89% | 2.44% | 3.04% | 3.00% | 2.76% | 3.11% | 3.03% | 3.84% |
Drawdowns
PLFRX vs. DODIX - Drawdown Comparison
The maximum PLFRX drawdown since its inception was -18.75%, roughly equal to the maximum DODIX drawdown of -18.50%. Use the drawdown chart below to compare losses from any high point for PLFRX and DODIX. For additional features, visit the drawdowns tool.
Volatility
PLFRX vs. DODIX - Volatility Comparison
The current volatility for Pacific Funds Floating Rate Income (PLFRX) is 1.51%, while Dodge & Cox Income Fund (DODIX) has a volatility of 2.30%. This indicates that PLFRX experiences smaller price fluctuations and is considered to be less risky than DODIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.