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:
-0.13
DODIX:
0.21
PLRIX:
-0.11
DODIX:
0.32
PLRIX:
0.99
DODIX:
1.04
PLRIX:
-0.04
DODIX:
0.15
PLRIX:
-0.35
DODIX:
0.64
PLRIX:
4.31%
DODIX:
1.92%
PLRIX:
11.18%
DODIX:
5.90%
PLRIX:
-43.91%
DODIX:
-16.38%
PLRIX:
-34.52%
DODIX:
-5.27%
Returns By Period
In the year-to-date period, PLRIX achieves a -2.28% return, which is significantly lower than DODIX's 0.91% return. Over the past 10 years, PLRIX has underperformed DODIX with an annualized return of -1.34%, while DODIX has yielded a comparatively higher 2.36% annualized return.
PLRIX
-2.28%
-1.60%
-1.55%
-1.50%
-4.86%
-1.34%
DODIX
0.91%
-1.75%
-0.03%
1.24%
0.99%
2.36%
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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 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 3.62%, more than DODIX's 3.20% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PLRIX PIMCO Long Duration Total Return Fund | 3.62% | 3.49% | 4.39% | 3.61% | 3.89% | 3.60% | 4.02% | 4.05% | 4.69% | 5.64% | 3.81% | 4.15% |
DODIX Dodge & Cox Income Fund | 3.20% | 3.86% | 2.84% | 1.89% | 2.44% | 3.04% | 3.00% | 2.76% | 3.11% | 3.03% | 3.84% | 3.07% |
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 -16.38%. 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 3.56% compared to Dodge & Cox Income Fund (DODIX) at 2.33%. 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.