SAMBX vs. PIMIX
SAMBX (Virtus Seix Floating Rate High Income Fund) and PIMIX (PIMCO Income Fund Institutional Class) are both mutual funds - SAMBX is a Bank Loan fund managed by Virtus, while PIMIX is a Multisector Bonds fund actively managed by PIMCO. Over the past 10 years, SAMBX returned 4.71%/yr vs 4.72%/yr for PIMIX. At a 0.33 correlation, their price movements are largely independent. SAMBX charges 0.64%/yr vs 0.54%/yr for PIMIX.
Performance
SAMBX vs. PIMIX - Performance Comparison
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Returns By Period
In the year-to-date period, SAMBX achieves a 2.55% return, which is significantly higher than PIMIX's 1.00% return. Both investments have delivered pretty close results over the past 10 years, with SAMBX having a 4.71% annualized return and PIMIX not far ahead at 4.72%.
SAMBX
- 1D
- 0.00%
- 1M
- 0.46%
- YTD
- 2.55%
- 6M
- 3.69%
- 1Y
- 7.30%
- 3Y*
- 7.29%
- 5Y*
- 5.52%
- 10Y*
- 4.71%
PIMIX
- 1D
- 0.09%
- 1M
- 1.19%
- YTD
- 1.00%
- 6M
- 1.60%
- 1Y
- 7.88%
- 3Y*
- 7.73%
- 5Y*
- 3.58%
- 10Y*
- 4.72%
SAMBX vs. PIMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SAMBX Virtus Seix Floating Rate High Income Fund | 2.55% | 5.88% | 7.03% | 11.21% | -0.86% | 4.86% | 0.41% | 6.66% | 0.24% | 3.89% |
PIMIX PIMCO Income Fund Institutional Class | 1.00% | 11.08% | 5.45% | 9.36% | -9.07% | 2.62% | 5.84% | 8.10% | 0.63% | 8.63% |
Correlation
The correlation between SAMBX and PIMIX is 0.27, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.27 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.30 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.35 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.37 |
Correlation (All Time) Calculated using the full available price history since Apr 2, 2007 | 0.33 |
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Return for Risk
SAMBX vs. PIMIX — Risk / Return Rank
SAMBX
PIMIX
SAMBX vs. PIMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Seix Floating Rate High Income Fund (SAMBX) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SAMBX | PIMIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.08 | ||
| Sortino ratioReturn per unit of downside risk | +4.72 | ||
| Omega ratioGain probability vs. loss probability | 2.15 | 1.37 | +0.78 |
| Calmar ratioReturn relative to maximum drawdown | 9.38 | 2.15 | +7.22 |
| Martin ratioReturn relative to average drawdown | 29.39 | 7.27 | +22.12 |
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Drawdowns
SAMBX vs. PIMIX - Drawdown Comparison
The maximum SAMBX drawdown since its inception was -24.74%, which is greater than PIMIX's maximum drawdown of -13.39%. Use the drawdown chart below to compare losses from any high point for SAMBX and PIMIX.
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Drawdown Indicators
| SAMBX | PIMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.74% | -13.39% | -11.35% |
Max Drawdown (1Y)Largest decline over 1 year | -0.78% | -3.69% | +2.91% |
Max Drawdown (3Y)Largest decline over 3 years | -2.95% | -3.84% | +0.89% |
Max Drawdown (5Y)Largest decline over 5 years | -5.66% | -13.34% | +7.68% |
Max Drawdown (10Y)Largest decline over 10 years | -20.91% | -13.39% | -7.52% |
Current DrawdownCurrent decline from peak | -0.13% | -0.93% | +0.80% |
Average DrawdownAverage peak-to-trough decline | -1.58% | -1.69% | +0.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.25% | 1.09% | -0.84% |
Volatility
SAMBX vs. PIMIX - Volatility Comparison
The current volatility for Virtus Seix Floating Rate High Income Fund (SAMBX) is 0.69%, while PIMCO Income Fund Institutional Class (PIMIX) has a volatility of 1.42%. This indicates that SAMBX experiences smaller price fluctuations and is considered to be less risky than PIMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SAMBX | PIMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.69% | 1.42% | -0.73% |
Volatility (6M)Calculated over the trailing 6-month period | 1.79% | 3.39% | -1.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.45% | 4.17% | -1.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.96% | 4.86% | -1.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.94% | 4.26% | -0.32% |
SAMBX vs. PIMIX - Expense Ratio Comparison
SAMBX has a 0.64% expense ratio, which is higher than PIMIX's 0.54% expense ratio.
Dividends
SAMBX vs. PIMIX - Dividend Comparison
SAMBX's dividend yield for the trailing twelve months is around 7.43%, more than PIMIX's 5.83% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PIMIX PIMCO Income Fund Institutional Class | 5.83% | 6.01% | 6.27% | 6.21% | 4.98% | 4.02% | 4.88% | 5.83% | 5.66% | 5.37% | 5.52% | 7.88% |
SAMBX Virtus Seix Floating Rate High Income Fund | 7.43% | 7.78% | 8.21% | 8.21% | 5.34% | 3.03% | 4.03% | 5.28% | 5.15% | 4.28% | 4.79% | 4.91% |
Frequently Asked Questions
SAMBX and PIMIX have a correlation of 0.27, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PIMIX has higher volatility (1.42%) compared to SAMBX (0.69%). In terms of maximum drawdown, SAMBX dropped -24.74% vs PIMIX's -13.39%.
SAMBX currently has the higher Sharpe Ratio (2.99 vs 1.91), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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