PLFRX vs. PIMIX
Compare and contrast key facts about Pacific Funds Floating Rate Income (PLFRX) and PIMCO Income Fund Institutional Class (PIMIX).
PLFRX is managed by Pacific Funds Series Trust. It was launched on Jun 29, 2011. PIMIX is managed by PIMCO. It was launched on Mar 30, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PLFRX or PIMIX.
Correlation
The correlation between PLFRX and PIMIX 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. PIMIX - Performance Comparison
Key characteristics
PLFRX:
1.99
PIMIX:
1.99
PLFRX:
3.88
PIMIX:
3.04
PLFRX:
1.79
PIMIX:
1.40
PLFRX:
2.57
PIMIX:
2.94
PLFRX:
12.57
PIMIX:
8.82
PLFRX:
0.44%
PIMIX:
0.93%
PLFRX:
2.80%
PIMIX:
4.11%
PLFRX:
-18.75%
PIMIX:
-13.39%
PLFRX:
-0.17%
PIMIX:
-1.30%
Returns By Period
In the year-to-date period, PLFRX achieves a 0.55% return, which is significantly lower than PIMIX's 2.24% return. Over the past 10 years, PLFRX has outperformed PIMIX with an annualized return of 4.75%, while PIMIX has yielded a comparatively lower 4.30% annualized return.
PLFRX
0.55%
0.83%
1.98%
5.45%
7.32%
4.75%
PIMIX
2.24%
-1.30%
3.21%
6.68%
4.64%
4.30%
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PLFRX vs. PIMIX - Expense Ratio Comparison
PLFRX has a 0.68% expense ratio, which is higher than PIMIX's 0.62% expense ratio.
Risk-Adjusted Performance
PLFRX vs. PIMIX — Risk-Adjusted Performance Rank
PLFRX
PIMIX
PLFRX vs. PIMIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Pacific Funds Floating Rate Income (PLFRX) and PIMCO Income Fund Institutional Class (PIMIX). 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. PIMIX - Dividend Comparison
PLFRX's dividend yield for the trailing twelve months is around 7.96%, more than PIMIX's 5.71% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PLFRX Pacific Funds Floating Rate Income | 7.96% | 8.47% | 8.92% | 5.66% | 3.93% | 4.06% | 5.14% | 5.08% | 4.46% | 4.22% | 4.51% | 4.58% |
PIMIX PIMCO Income Fund Institutional Class | 5.71% | 6.27% | 6.21% | 6.40% | 4.02% | 4.89% | 5.86% | 5.68% | 5.41% | 5.57% | 7.84% | 6.30% |
Drawdowns
PLFRX vs. PIMIX - Drawdown Comparison
The maximum PLFRX drawdown since its inception was -18.75%, which is greater than PIMIX's maximum drawdown of -13.39%. Use the drawdown chart below to compare losses from any high point for PLFRX and PIMIX. For additional features, visit the drawdowns tool.
Volatility
PLFRX vs. PIMIX - Volatility Comparison
The current volatility for Pacific Funds Floating Rate Income (PLFRX) is 1.55%, while PIMCO Income Fund Institutional Class (PIMIX) has a volatility of 1.92%. This indicates that PLFRX experiences smaller price fluctuations and is considered to be less risky than PIMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.