SWLRX vs. PIMIX
Compare and contrast key facts about Schwab Monthly Income Fund - Maximum Payout (SWLRX) and PIMCO Income Fund Institutional Class (PIMIX).
SWLRX 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: SWLRX or PIMIX.
Correlation
The correlation between SWLRX 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
SWLRX vs. PIMIX - Performance Comparison
Key characteristics
SWLRX:
1.24
PIMIX:
2.11
SWLRX:
1.74
PIMIX:
3.22
SWLRX:
1.24
PIMIX:
1.42
SWLRX:
0.72
PIMIX:
3.11
SWLRX:
4.18
PIMIX:
9.40
SWLRX:
1.78%
PIMIX:
0.92%
SWLRX:
6.05%
PIMIX:
4.13%
SWLRX:
-18.73%
PIMIX:
-13.39%
SWLRX:
-3.16%
PIMIX:
-0.93%
Returns By Period
In the year-to-date period, SWLRX achieves a 2.07% return, which is significantly lower than PIMIX's 2.62% return. Over the past 10 years, SWLRX has underperformed PIMIX with an annualized return of 1.65%, while PIMIX has yielded a comparatively higher 4.31% annualized return.
SWLRX
2.07%
-1.28%
0.53%
7.82%
1.22%
1.65%
PIMIX
2.62%
-0.14%
3.45%
8.90%
4.85%
4.31%
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SWLRX vs. PIMIX - Expense Ratio Comparison
SWLRX has a 0.00% expense ratio, which is lower than PIMIX's 0.62% expense ratio.
Risk-Adjusted Performance
SWLRX vs. PIMIX — Risk-Adjusted Performance Rank
SWLRX
PIMIX
SWLRX vs. PIMIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab Monthly Income Fund - Maximum Payout (SWLRX) 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
SWLRX vs. PIMIX - Dividend Comparison
SWLRX's dividend yield for the trailing twelve months is around 4.94%, less than PIMIX's 6.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWLRX Schwab Monthly Income Fund - Maximum Payout | 4.94% | 4.97% | 4.11% | 2.46% | 2.46% | 2.06% | 2.70% | 2.52% | 2.47% | 2.23% | 2.29% | 2.38% |
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
SWLRX vs. PIMIX - Drawdown Comparison
The maximum SWLRX drawdown since its inception was -18.73%, which is greater than PIMIX's maximum drawdown of -13.39%. Use the drawdown chart below to compare losses from any high point for SWLRX and PIMIX. For additional features, visit the drawdowns tool.
Volatility
SWLRX vs. PIMIX - Volatility Comparison
Schwab Monthly Income Fund - Maximum Payout (SWLRX) has a higher volatility of 3.60% compared to PIMCO Income Fund Institutional Class (PIMIX) at 1.97%. This indicates that SWLRX'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.