PLRIX vs. DODIX
Compare and contrast key facts about PIMCO Long Duration Total Return Fund (PLRIX) and Dodge & Cox Income Fund (DODIX).
PLRIX is managed by PIMCO. It was launched on Aug 30, 2006. DODIX is managed by Dodge & Cox.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PLRIX or DODIX.
Correlation
The correlation between PLRIX and DODIX is 0.84, 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
PLRIX vs. DODIX - Performance Comparison
Key characteristics
PLRIX:
0.43
DODIX:
1.00
PLRIX:
0.68
DODIX:
1.47
PLRIX:
1.08
DODIX:
1.17
PLRIX:
0.13
DODIX:
0.52
PLRIX:
1.00
DODIX:
2.49
PLRIX:
4.72%
DODIX:
2.21%
PLRIX:
10.91%
DODIX:
5.50%
PLRIX:
-43.91%
DODIX:
-18.50%
PLRIX:
-32.60%
DODIX:
-4.14%
Returns By Period
In the year-to-date period, PLRIX achieves a 2.83% return, which is significantly higher than DODIX's 1.62% return. Over the past 10 years, PLRIX has underperformed DODIX with an annualized return of -1.42%, while DODIX has yielded a comparatively higher 2.01% annualized return.
PLRIX
2.83%
2.83%
-3.37%
4.88%
-5.55%
-1.42%
DODIX
1.62%
1.53%
-0.93%
5.75%
0.44%
2.01%
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PLRIX vs. DODIX - Expense Ratio Comparison
PLRIX has a 0.50% expense ratio, which is higher than DODIX's 0.41% expense ratio.
Risk-Adjusted Performance
PLRIX vs. DODIX — Risk-Adjusted Performance Rank
PLRIX
DODIX
PLRIX vs. DODIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Long Duration Total Return Fund (PLRIX) 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
PLRIX vs. DODIX - Dividend Comparison
PLRIX's dividend yield for the trailing twelve months is around 3.79%, less than DODIX's 4.17% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PLRIX PIMCO Long Duration Total Return Fund | 3.79% | 3.74% | 3.49% | 4.39% | 3.61% | 3.89% | 3.60% | 4.02% | 4.05% | 4.69% | 5.64% | 3.81% |
DODIX Dodge & Cox Income Fund | 4.17% | 4.24% | 3.86% | 2.84% | 1.89% | 2.44% | 3.04% | 3.00% | 2.76% | 3.11% | 3.03% | 3.84% |
Drawdowns
PLRIX vs. DODIX - Drawdown Comparison
The maximum PLRIX drawdown since its inception was -43.91%, which is greater than DODIX's maximum drawdown of -18.50%. Use the drawdown chart below to compare losses from any high point for PLRIX and DODIX. For additional features, visit the drawdowns tool.
Volatility
PLRIX vs. DODIX - Volatility Comparison
PIMCO Long Duration Total Return Fund (PLRIX) has a higher volatility of 3.14% compared to Dodge & Cox Income Fund (DODIX) at 1.52%. This indicates that PLRIX's price experiences larger fluctuations and is considered to be riskier than DODIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.