PQIPX vs. PSLDX
Compare and contrast key facts about PIMCO Dividend and Income Fund (PQIPX) and PIMCO StocksPLUS Long Duration Fund Class I (PSLDX).
PQIPX is managed by PIMCO. It was launched on Dec 13, 2011. PSLDX is managed by PIMCO. It was launched on Aug 31, 2007.
Performance
PQIPX vs. PSLDX - Performance Comparison
Loading graphics...
PQIPX vs. PSLDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PQIPX PIMCO Dividend and Income Fund | 2.71% | 17.26% | 7.08% | 11.93% | -6.37% | 18.45% | -1.54% | 15.53% | -8.78% | 16.08% |
PSLDX PIMCO StocksPLUS Long Duration Fund Class I | -9.19% | 12.26% | 17.15% | 27.92% | -43.18% | 25.85% | 37.80% | 60.43% | -9.31% | 33.07% |
Returns By Period
In the year-to-date period, PQIPX achieves a 2.71% return, which is significantly higher than PSLDX's -9.19% return. Over the past 10 years, PQIPX has underperformed PSLDX with an annualized return of 7.76%, while PSLDX has yielded a comparatively higher 12.36% annualized return.
PQIPX
- 1D
- 0.27%
- 1M
- -4.40%
- YTD
- 2.71%
- 6M
- 5.27%
- 1Y
- 15.37%
- 3Y*
- 11.89%
- 5Y*
- 7.47%
- 10Y*
- 7.76%
PSLDX
- 1D
- 0.96%
- 1M
- -12.58%
- YTD
- -9.19%
- 6M
- -13.68%
- 1Y
- 3.47%
- 3Y*
- 10.69%
- 5Y*
- 2.64%
- 10Y*
- 12.36%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PQIPX vs. PSLDX - Expense Ratio Comparison
PQIPX has a 0.81% expense ratio, which is higher than PSLDX's 0.61% expense ratio.
Return for Risk
PQIPX vs. PSLDX — Risk / Return Rank
PQIPX
PSLDX
PQIPX vs. PSLDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Dividend and Income Fund (PQIPX) and PIMCO StocksPLUS Long Duration Fund Class I (PSLDX). 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.
| PQIPX | PSLDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.97 | 0.20 | +1.77 |
Sortino ratioReturn per unit of downside risk | 2.59 | 0.43 | +2.16 |
Omega ratioGain probability vs. loss probability | 1.42 | 1.06 | +0.35 |
Calmar ratioReturn relative to maximum drawdown | 2.38 | 0.16 | +2.22 |
Martin ratioReturn relative to average drawdown | 11.27 | 0.49 | +10.78 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| PQIPX | PSLDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.97 | 0.20 | +1.77 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.86 | 0.12 | +0.75 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.58 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.61 | 0.00 |
Correlation
The correlation between PQIPX and PSLDX is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
PQIPX vs. PSLDX - Dividend Comparison
PQIPX's dividend yield for the trailing twelve months is around 2.91%, less than PSLDX's 3.40% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PQIPX PIMCO Dividend and Income Fund | 2.91% | 2.05% | 3.02% | 4.35% | 5.51% | 3.96% | 2.69% | 3.79% | 3.73% | 2.69% | 3.46% | 11.08% |
PSLDX PIMCO StocksPLUS Long Duration Fund Class I | 3.40% | 5.60% | 16.73% | 3.67% | 2.66% | 38.80% | 12.89% | 18.91% | 15.58% | 24.52% | 11.55% | 12.08% |
Drawdowns
PQIPX vs. PSLDX - Drawdown Comparison
The maximum PQIPX drawdown since its inception was -33.13%, smaller than the maximum PSLDX drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for PQIPX and PSLDX.
Loading graphics...
Drawdown Indicators
| PQIPX | PSLDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.13% | -55.25% | +22.12% |
Max Drawdown (1Y)Largest decline over 1 year | -6.42% | -19.25% | +12.83% |
Max Drawdown (5Y)Largest decline over 5 years | -15.81% | -49.32% | +33.51% |
Max Drawdown (10Y)Largest decline over 10 years | -33.13% | -49.32% | +16.19% |
Current DrawdownCurrent decline from peak | -4.40% | -18.47% | +14.07% |
Average DrawdownAverage peak-to-trough decline | -4.95% | -10.70% | +5.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.36% | 6.30% | -4.94% |
Volatility
PQIPX vs. PSLDX - Volatility Comparison
The current volatility for PIMCO Dividend and Income Fund (PQIPX) is 3.09%, while PIMCO StocksPLUS Long Duration Fund Class I (PSLDX) has a volatility of 7.50%. This indicates that PQIPX experiences smaller price fluctuations and is considered to be less risky than PSLDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| PQIPX | PSLDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.09% | 7.50% | -4.41% |
Volatility (6M)Calculated over the trailing 6-month period | 4.83% | 14.03% | -9.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.99% | 23.99% | -16.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.71% | 22.86% | -14.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.18% | 21.31% | -9.13% |