PUCZX vs. PIMIX
Compare and contrast key facts about PGIM Strategic Bond Fund Class Z (PUCZX) and PIMCO Income Fund Institutional Class (PIMIX).
PUCZX is managed by Prudential. It was launched on Jul 9, 2015. PIMIX is managed by PIMCO. It was launched on Mar 30, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PUCZX or PIMIX.
Correlation
The correlation between PUCZX and PIMIX is 0.72, 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
PUCZX vs. PIMIX - Performance Comparison
Key characteristics
PUCZX:
2.05
PIMIX:
1.85
PUCZX:
3.13
PIMIX:
2.78
PUCZX:
1.39
PIMIX:
1.36
PUCZX:
1.14
PIMIX:
3.16
PUCZX:
7.16
PIMIX:
7.88
PUCZX:
1.06%
PIMIX:
0.95%
PUCZX:
3.69%
PIMIX:
4.03%
PUCZX:
-18.18%
PIMIX:
-13.39%
PUCZX:
-0.55%
PIMIX:
-0.19%
Returns By Period
In the year-to-date period, PUCZX achieves a 1.03% return, which is significantly lower than PIMIX's 1.57% return.
PUCZX
1.03%
0.91%
1.66%
7.71%
1.11%
N/A
PIMIX
1.57%
1.48%
2.29%
7.56%
3.06%
4.42%
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PUCZX vs. PIMIX - Expense Ratio Comparison
Both PUCZX and PIMIX have an expense ratio of 0.62%.
Risk-Adjusted Performance
PUCZX vs. PIMIX — Risk-Adjusted Performance Rank
PUCZX
PIMIX
PUCZX vs. PIMIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PGIM Strategic Bond Fund Class Z (PUCZX) and PIMCO Income Fund Institutional Class (PIMIX). 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
PUCZX vs. PIMIX - Dividend Comparison
PUCZX's dividend yield for the trailing twelve months is around 6.22%, which matches PIMIX's 6.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PUCZX PGIM Strategic Bond Fund Class Z | 6.22% | 6.38% | 7.61% | 6.73% | 3.98% | 4.13% | 4.94% | 5.25% | 4.13% | 4.95% | 1.85% | 0.00% |
PIMIX PIMCO Income Fund Institutional Class | 6.21% | 6.27% | 6.21% | 6.40% | 4.02% | 4.89% | 5.86% | 5.68% | 5.41% | 5.57% | 7.84% | 6.30% |
Drawdowns
PUCZX vs. PIMIX - Drawdown Comparison
The maximum PUCZX drawdown since its inception was -18.18%, which is greater than PIMIX's maximum drawdown of -13.39%. Use the drawdown chart below to compare losses from any high point for PUCZX and PIMIX. For additional features, visit the drawdowns tool.
Volatility
PUCZX vs. PIMIX - Volatility Comparison
PGIM Strategic Bond Fund Class Z (PUCZX) has a higher volatility of 1.09% compared to PIMCO Income Fund Institutional Class (PIMIX) at 0.93%. This indicates that PUCZX's price experiences larger fluctuations and is considered to be riskier than PIMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.