Correlation
The correlation between PSLDX and DODGX is 0.74, 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.
PSLDX vs. DODGX
Compare and contrast key facts about PIMCO StocksPLUS Long Duration Fund Class I (PSLDX) and Dodge & Cox Stock Fund Class I (DODGX).
PSLDX is managed by PIMCO. It was launched on Aug 31, 2007. DODGX is managed by Dodge & Cox. It was launched on Jan 4, 1965.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PSLDX or DODGX.
Performance
PSLDX vs. DODGX - Performance Comparison
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Key characteristics
PSLDX:
0.44
DODGX:
0.68
PSLDX:
0.69
DODGX:
1.00
PSLDX:
1.09
DODGX:
1.15
PSLDX:
0.39
DODGX:
0.73
PSLDX:
1.22
DODGX:
2.82
PSLDX:
7.60%
DODGX:
3.88%
PSLDX:
24.75%
DODGX:
16.86%
PSLDX:
-52.71%
DODGX:
-63.24%
PSLDX:
-10.07%
DODGX:
-3.53%
Returns By Period
In the year-to-date period, PSLDX achieves a -1.16% return, which is significantly lower than DODGX's 3.75% return. Over the past 10 years, PSLDX has outperformed DODGX with an annualized return of 64.49%, while DODGX has yielded a comparatively lower 10.80% annualized return.
PSLDX
-1.16%
3.76%
-7.36%
10.93%
54.58%
64.59%
64.49%
DODGX
3.75%
3.56%
-2.82%
9.48%
9.85%
16.92%
10.80%
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PSLDX vs. DODGX - Expense Ratio Comparison
PSLDX has a 0.61% expense ratio, which is higher than DODGX's 0.51% expense ratio.
Risk-Adjusted Performance
PSLDX vs. DODGX — Risk-Adjusted Performance Rank
PSLDX
DODGX
PSLDX vs. DODGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO StocksPLUS Long Duration Fund Class I (PSLDX) and Dodge & Cox Stock Fund Class I (DODGX). 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
PSLDX vs. DODGX - Dividend Comparison
PSLDX's dividend yield for the trailing twelve months is around 15.58%, more than DODGX's 7.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSLDX PIMCO StocksPLUS Long Duration Fund Class I | 15.58% | 15.23% | 3.67% | 7.98% | 116.41% | 33.40% | 42.25% | 46.75% | 73.55% | 34.64% | 36.24% | 69.04% |
DODGX Dodge & Cox Stock Fund Class I | 7.27% | 8.20% | 3.76% | 5.47% | 3.22% | 6.86% | 10.67% | 9.69% | 6.78% | 6.56% | 6.17% | 2.96% |
Drawdowns
PSLDX vs. DODGX - Drawdown Comparison
The maximum PSLDX drawdown since its inception was -52.71%, smaller than the maximum DODGX drawdown of -63.24%. Use the drawdown chart below to compare losses from any high point for PSLDX and DODGX.
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Volatility
PSLDX vs. DODGX - Volatility Comparison
PIMCO StocksPLUS Long Duration Fund Class I (PSLDX) has a higher volatility of 6.26% compared to Dodge & Cox Stock Fund Class I (DODGX) at 4.26%. This indicates that PSLDX's price experiences larger fluctuations and is considered to be riskier than DODGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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