Correlation
The correlation between SAMHX and PIMIX is 0.12, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
SAMHX vs. PIMIX
Compare and contrast key facts about Virtus Seix High Yield Fund (SAMHX) and PIMCO Income Fund Institutional Class (PIMIX).
SAMHX is managed by Virtus. It was launched on Dec 29, 2000. 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: SAMHX or PIMIX.
Performance
SAMHX vs. PIMIX - Performance Comparison
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Key characteristics
SAMHX:
1.79
PIMIX:
1.93
SAMHX:
2.52
PIMIX:
2.87
SAMHX:
1.43
PIMIX:
1.38
SAMHX:
1.58
PIMIX:
2.84
SAMHX:
6.48
PIMIX:
8.31
SAMHX:
1.07%
PIMIX:
0.96%
SAMHX:
3.89%
PIMIX:
4.14%
SAMHX:
-27.61%
PIMIX:
-13.39%
SAMHX:
-0.80%
PIMIX:
-0.51%
Returns By Period
In the year-to-date period, SAMHX achieves a 0.82% return, which is significantly lower than PIMIX's 3.06% return. Both investments have delivered pretty close results over the past 10 years, with SAMHX having a 4.39% annualized return and PIMIX not far behind at 4.29%.
SAMHX
0.82%
0.78%
0.52%
6.00%
5.73%
4.87%
4.39%
PIMIX
3.06%
-0.09%
2.24%
7.18%
5.30%
4.27%
4.29%
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SAMHX vs. PIMIX - Expense Ratio Comparison
SAMHX has a 0.64% expense ratio, which is higher than PIMIX's 0.62% expense ratio.
Risk-Adjusted Performance
SAMHX vs. PIMIX — Risk-Adjusted Performance Rank
SAMHX
PIMIX
SAMHX vs. PIMIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Seix High Yield Fund (SAMHX) 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.
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Dividends
SAMHX vs. PIMIX - Dividend Comparison
SAMHX's dividend yield for the trailing twelve months is around 6.28%, more than PIMIX's 5.70% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SAMHX Virtus Seix High Yield Fund | 6.28% | 6.82% | 6.07% | 5.42% | 4.16% | 4.55% | 4.79% | 5.84% | 5.46% | 5.70% | 6.07% | 15.82% |
PIMIX PIMCO Income Fund Institutional Class | 5.70% | 6.27% | 6.73% | 6.39% | 4.02% | 4.84% | 5.82% | 5.64% | 5.39% | 5.57% | 7.93% | 6.53% |
Drawdowns
SAMHX vs. PIMIX - Drawdown Comparison
The maximum SAMHX drawdown since its inception was -27.61%, which is greater than PIMIX's maximum drawdown of -13.39%. Use the drawdown chart below to compare losses from any high point for SAMHX and PIMIX.
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Volatility
SAMHX vs. PIMIX - Volatility Comparison
The current volatility for Virtus Seix High Yield Fund (SAMHX) is 1.10%, while PIMCO Income Fund Institutional Class (PIMIX) has a volatility of 1.32%. This indicates that SAMHX 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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