SWJRX vs. PIMIX
Compare and contrast key facts about Schwab Monthly Income Fund - Moderate Payout (SWJRX) and PIMCO Income Fund Institutional Class (PIMIX).
SWJRX is managed by Charles Schwab. It was launched on Mar 27, 2008. 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: SWJRX or PIMIX.
Correlation
The correlation between SWJRX and PIMIX is 0.15, 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.
Performance
SWJRX vs. PIMIX - Performance Comparison
Key characteristics
SWJRX:
1.04
PIMIX:
2.11
SWJRX:
1.47
PIMIX:
3.22
SWJRX:
1.20
PIMIX:
1.42
SWJRX:
0.67
PIMIX:
3.11
SWJRX:
3.52
PIMIX:
9.40
SWJRX:
2.33%
PIMIX:
0.92%
SWJRX:
7.92%
PIMIX:
4.13%
SWJRX:
-25.61%
PIMIX:
-13.39%
SWJRX:
-4.60%
PIMIX:
-0.93%
Returns By Period
The year-to-date returns for both stocks are quite close, with SWJRX having a 2.70% return and PIMIX slightly lower at 2.62%. Over the past 10 years, SWJRX has underperformed PIMIX with an annualized return of 1.71%, while PIMIX has yielded a comparatively higher 4.34% annualized return.
SWJRX
2.70%
-0.87%
0.22%
8.75%
3.65%
1.71%
PIMIX
2.62%
0.14%
3.45%
9.32%
4.90%
4.34%
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SWJRX vs. PIMIX - Expense Ratio Comparison
SWJRX has a 0.00% expense ratio, which is lower than PIMIX's 0.62% expense ratio.
Risk-Adjusted Performance
SWJRX vs. PIMIX — Risk-Adjusted Performance Rank
SWJRX
PIMIX
SWJRX vs. PIMIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Monthly Income Fund - Moderate Payout (SWJRX) 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
SWJRX vs. PIMIX - Dividend Comparison
SWJRX's dividend yield for the trailing twelve months is around 4.95%, less than PIMIX's 6.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWJRX Schwab Monthly Income Fund - Moderate Payout | 4.95% | 4.93% | 4.83% | 3.10% | 3.06% | 1.84% | 2.62% | 2.38% | 2.94% | 2.16% | 2.65% | 2.77% |
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
SWJRX vs. PIMIX - Drawdown Comparison
The maximum SWJRX drawdown since its inception was -25.61%, which is greater than PIMIX's maximum drawdown of -13.39%. Use the drawdown chart below to compare losses from any high point for SWJRX and PIMIX. For additional features, visit the drawdowns tool.
Volatility
SWJRX vs. PIMIX - Volatility Comparison
Schwab Monthly Income Fund - Moderate Payout (SWJRX) has a higher volatility of 5.02% compared to PIMCO Income Fund Institutional Class (PIMIX) at 1.97%. This indicates that SWJRX'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.