Correlation
The correlation between PLFRX and DODIX is 0.25, 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.
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.
Performance
PLFRX vs. DODIX - Performance Comparison
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Key characteristics
PLFRX:
2.23
DODIX:
1.15
PLFRX:
4.25
DODIX:
1.43
PLFRX:
1.85
DODIX:
1.17
PLFRX:
2.83
DODIX:
0.79
PLFRX:
13.86
DODIX:
2.36
PLFRX:
0.44%
DODIX:
2.31%
PLFRX:
2.82%
DODIX:
5.63%
PLFRX:
-18.75%
DODIX:
-16.37%
PLFRX:
0.00%
DODIX:
-1.85%
Returns By Period
In the year-to-date period, PLFRX achieves a 1.20% return, which is significantly lower than DODIX's 2.29% return. Over the past 10 years, PLFRX has outperformed DODIX with an annualized return of 4.80%, while DODIX has yielded a comparatively lower 2.61% annualized return.
PLFRX
1.20%
0.75%
1.66%
6.24%
8.26%
6.59%
4.80%
DODIX
2.29%
-0.87%
0.36%
5.96%
2.71%
0.94%
2.61%
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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.
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Dividends
PLFRX vs. DODIX - Dividend Comparison
PLFRX's dividend yield for the trailing twelve months is around 7.91%, more than DODIX's 4.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PLFRX Pacific Funds Floating Rate Income | 7.91% | 8.47% | 8.92% | 5.66% | 3.93% | 4.06% | 5.14% | 5.08% | 4.46% | 4.22% | 4.51% | 4.84% |
DODIX Dodge & Cox Income Fund | 4.20% | 4.24% | 3.86% | 2.84% | 3.23% | 4.66% | 3.63% | 3.43% | 3.03% | 3.25% | 3.09% | 3.52% |
Drawdowns
PLFRX vs. DODIX - Drawdown Comparison
The maximum PLFRX drawdown since its inception was -18.75%, which is greater than DODIX's maximum drawdown of -16.37%. Use the drawdown chart below to compare losses from any high point for PLFRX and DODIX.
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Volatility
PLFRX vs. DODIX - Volatility Comparison
The current volatility for Pacific Funds Floating Rate Income (PLFRX) is 0.42%, while Dodge & Cox Income Fund (DODIX) has a volatility of 1.48%. 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.
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