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 -0.08. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
PLRIX vs. DODIX - Performance Comparison
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Key characteristics
PLRIX:
0.12
DODIX:
0.87
PLRIX:
0.38
DODIX:
1.43
PLRIX:
1.05
DODIX:
1.16
PLRIX:
0.07
DODIX:
0.58
PLRIX:
0.47
DODIX:
2.37
PLRIX:
5.40%
DODIX:
2.28%
PLRIX:
11.49%
DODIX:
5.61%
PLRIX:
-43.91%
DODIX:
-18.50%
PLRIX:
-33.91%
DODIX:
-3.61%
Returns By Period
In the year-to-date period, PLRIX achieves a 0.84% return, which is significantly lower than DODIX's 2.18% return. Over the past 10 years, PLRIX has underperformed DODIX with an annualized return of -1.18%, while DODIX has yielded a comparatively higher 2.09% annualized return.
PLRIX
0.84%
0.12%
-0.41%
1.80%
-6.20%
-1.18%
DODIX
2.18%
0.48%
1.92%
5.16%
0.46%
2.09%
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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.
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Dividends
PLRIX vs. DODIX - Dividend Comparison
PLRIX's dividend yield for the trailing twelve months is around 4.23%, which matches DODIX's 4.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PLRIX PIMCO Long Duration Total Return Fund | 4.23% | 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 | 4.23% | 4.24% | 3.86% | 2.82% | 3.23% | 4.66% | 3.63% | 3.43% | 3.03% | 3.25% | 3.09% | 4.15% |
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.
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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 1.65%. 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.
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