PYEQX vs. PIGFX
Compare and contrast key facts about Pioneer Equity Income Y (PYEQX) and Pioneer Fundamental Growth Fund (PIGFX).
PYEQX is managed by Amundi. It was launched on Jul 25, 1990. PIGFX is managed by Amundi. It was launched on Aug 22, 2002.
Performance
PYEQX vs. PIGFX - Performance Comparison
Loading graphics...
PYEQX vs. PIGFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PYEQX Pioneer Equity Income Y | 2.32% | 11.46% | 11.46% | 7.54% | -7.92% | 25.56% | 0.09% | 25.76% | -8.70% | 15.27% |
PIGFX Pioneer Fundamental Growth Fund | -11.93% | 14.20% | 17.46% | 32.80% | -20.79% | 23.80% | 27.20% | 33.88% | -0.64% | 22.58% |
Returns By Period
In the year-to-date period, PYEQX achieves a 2.32% return, which is significantly higher than PIGFX's -11.93% return. Over the past 10 years, PYEQX has underperformed PIGFX with an annualized return of 9.09%, while PIGFX has yielded a comparatively higher 12.58% annualized return.
PYEQX
- 1D
- 0.16%
- 1M
- -4.46%
- YTD
- 2.32%
- 6M
- 6.13%
- 1Y
- 11.49%
- 3Y*
- 10.71%
- 5Y*
- 7.58%
- 10Y*
- 9.09%
PIGFX
- 1D
- 0.00%
- 1M
- -8.05%
- YTD
- -11.93%
- 6M
- -10.38%
- 1Y
- 6.17%
- 3Y*
- 13.09%
- 5Y*
- 8.48%
- 10Y*
- 12.58%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PYEQX vs. PIGFX - Expense Ratio Comparison
PYEQX has a 0.81% expense ratio, which is lower than PIGFX's 1.00% expense ratio.
Return for Risk
PYEQX vs. PIGFX — Risk / Return Rank
PYEQX
PIGFX
PYEQX vs. PIGFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pioneer Equity Income Y (PYEQX) and Pioneer Fundamental Growth Fund (PIGFX). 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.
| PYEQX | PIGFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.77 | 0.31 | +0.46 |
Sortino ratioReturn per unit of downside risk | 1.14 | 0.58 | +0.56 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.08 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.86 | 0.26 | +0.60 |
Martin ratioReturn relative to average drawdown | 3.38 | 0.86 | +2.53 |
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
| PYEQX | PIGFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.77 | 0.31 | +0.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.46 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 0.67 | -0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.50 | -0.09 |
Correlation
The correlation between PYEQX and PIGFX is 0.81, 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.
Dividends
PYEQX vs. PIGFX - Dividend Comparison
PYEQX's dividend yield for the trailing twelve months is around 8.67%, less than PIGFX's 21.78% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PYEQX Pioneer Equity Income Y | 8.67% | 8.95% | 39.97% | 17.70% | 12.73% | 9.44% | 1.77% | 4.15% | 7.99% | 5.46% | 13.20% | 10.34% |
PIGFX Pioneer Fundamental Growth Fund | 21.78% | 19.18% | 5.75% | 3.41% | 4.39% | 20.14% | 9.08% | 5.43% | 6.07% | 4.66% | 2.19% | 4.40% |
Drawdowns
PYEQX vs. PIGFX - Drawdown Comparison
The maximum PYEQX drawdown since its inception was -53.72%, which is greater than PIGFX's maximum drawdown of -44.04%. Use the drawdown chart below to compare losses from any high point for PYEQX and PIGFX.
Loading graphics...
Drawdown Indicators
| PYEQX | PIGFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.72% | -44.04% | -9.68% |
Max Drawdown (1Y)Largest decline over 1 year | -13.20% | -14.55% | +1.35% |
Max Drawdown (5Y)Largest decline over 5 years | -20.14% | -27.12% | +6.98% |
Max Drawdown (10Y)Largest decline over 10 years | -37.88% | -31.47% | -6.41% |
Current DrawdownCurrent decline from peak | -6.56% | -14.32% | +7.76% |
Average DrawdownAverage peak-to-trough decline | -7.69% | -6.40% | -1.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.37% | 4.47% | -1.10% |
Volatility
PYEQX vs. PIGFX - Volatility Comparison
The current volatility for Pioneer Equity Income Y (PYEQX) is 3.16%, while Pioneer Fundamental Growth Fund (PIGFX) has a volatility of 4.97%. This indicates that PYEQX experiences smaller price fluctuations and is considered to be less risky than PIGFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| PYEQX | PIGFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.16% | 4.97% | -1.81% |
Volatility (6M)Calculated over the trailing 6-month period | 8.55% | 10.71% | -2.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.84% | 20.89% | -4.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.30% | 18.65% | -3.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.17% | 18.82% | -1.65% |