PSLDX vs. TRAIX
Compare and contrast key facts about PIMCO StocksPLUS Long Duration Fund Class I (PSLDX) and T. Rowe Price Capital Appreciation Fund - I Class (TRAIX).
PSLDX is managed by PIMCO. It was launched on Aug 31, 2007. TRAIX is an actively managed fund by T. Rowe Price. It was launched on Dec 17, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PSLDX or TRAIX.
Correlation
The correlation between PSLDX and TRAIX is 0.76, 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.
Performance
PSLDX vs. TRAIX - Performance Comparison
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Key characteristics
PSLDX:
0.40
TRAIX:
0.17
PSLDX:
0.72
TRAIX:
0.29
PSLDX:
1.10
TRAIX:
1.06
PSLDX:
0.40
TRAIX:
0.15
PSLDX:
1.32
TRAIX:
0.39
PSLDX:
7.22%
TRAIX:
5.98%
PSLDX:
24.50%
TRAIX:
14.43%
PSLDX:
-52.71%
TRAIX:
-26.84%
PSLDX:
-10.75%
TRAIX:
-7.26%
Returns By Period
In the year-to-date period, PSLDX achieves a -1.92% return, which is significantly lower than TRAIX's 2.98% return.
PSLDX
-1.92%
10.64%
-6.03%
9.75%
67.12%
64.23%
TRAIX
2.98%
5.19%
-6.30%
2.42%
5.52%
N/A
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PSLDX vs. TRAIX - Expense Ratio Comparison
PSLDX has a 0.61% expense ratio, which is higher than TRAIX's 0.59% expense ratio.
Risk-Adjusted Performance
PSLDX vs. TRAIX — Risk-Adjusted Performance Rank
PSLDX
TRAIX
PSLDX vs. TRAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO StocksPLUS Long Duration Fund Class I (PSLDX) and T. Rowe Price Capital Appreciation Fund - I Class (TRAIX). 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
PSLDX vs. TRAIX - Dividend Comparison
PSLDX's dividend yield for the trailing twelve months is around 15.70%, more than TRAIX's 2.39% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSLDX PIMCO StocksPLUS Long Duration Fund Class I | 15.70% | 15.23% | 3.67% | 7.98% | 116.41% | 33.40% | 42.25% | 46.75% | 73.55% | 34.64% | 36.24% | 69.04% |
TRAIX T. Rowe Price Capital Appreciation Fund - I Class | 2.39% | 2.46% | 2.24% | 1.82% | 1.08% | 1.29% | 1.63% | 2.64% | 1.45% | 1.64% | 0.00% | 0.00% |
Drawdowns
PSLDX vs. TRAIX - Drawdown Comparison
The maximum PSLDX drawdown since its inception was -52.71%, which is greater than TRAIX's maximum drawdown of -26.84%. Use the drawdown chart below to compare losses from any high point for PSLDX and TRAIX. For additional features, visit the drawdowns tool.
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Volatility
PSLDX vs. TRAIX - Volatility Comparison
PIMCO StocksPLUS Long Duration Fund Class I (PSLDX) has a higher volatility of 8.02% compared to T. Rowe Price Capital Appreciation Fund - I Class (TRAIX) at 3.98%. This indicates that PSLDX's price experiences larger fluctuations and is considered to be riskier than TRAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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