TY vs. PDI
Compare and contrast key facts about Tri-Continental Corporation (TY) and PIMCO Dynamic Income Fund (PDI).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TY or PDI.
Correlation
The correlation between TY and PDI is 0.36, 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
TY vs. PDI - Performance Comparison
Key characteristics
TY:
1.36
PDI:
1.80
TY:
1.73
PDI:
2.13
TY:
1.26
PDI:
1.41
TY:
1.62
PDI:
1.88
TY:
5.23
PDI:
4.98
TY:
3.19%
PDI:
3.43%
TY:
12.28%
PDI:
9.49%
TY:
-66.69%
PDI:
-46.47%
TY:
-4.65%
PDI:
-0.53%
Fundamentals
Returns By Period
In the year-to-date period, TY achieves a 3.44% return, which is significantly lower than PDI's 9.37% return. Both investments have delivered pretty close results over the past 10 years, with TY having a 8.53% annualized return and PDI not far behind at 8.24%.
TY
3.44%
0.80%
5.30%
16.89%
6.91%
8.53%
PDI
9.37%
3.68%
10.41%
16.90%
2.30%
8.24%
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Risk-Adjusted Performance
TY vs. PDI — Risk-Adjusted Performance Rank
TY
PDI
TY vs. PDI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Tri-Continental Corporation (TY) and PIMCO Dynamic Income Fund (PDI). 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
TY vs. PDI - Dividend Comparison
TY's dividend yield for the trailing twelve months is around 4.30%, less than PDI's 13.53% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TY Tri-Continental Corporation | 4.30% | 4.45% | 3.86% | 4.35% | 3.27% | 3.65% | 3.98% | 4.99% | 4.33% | 4.13% | 4.05% | 3.51% |
PDI PIMCO Dynamic Income Fund | 13.53% | 14.45% | 14.74% | 17.84% | 10.21% | 10.01% | 9.45% | 10.78% | 8.81% | 14.79% | 15.08% | 13.43% |
Drawdowns
TY vs. PDI - Drawdown Comparison
The maximum TY drawdown since its inception was -66.69%, which is greater than PDI's maximum drawdown of -46.47%. Use the drawdown chart below to compare losses from any high point for TY and PDI. For additional features, visit the drawdowns tool.
Volatility
TY vs. PDI - Volatility Comparison
Tri-Continental Corporation (TY) has a higher volatility of 2.32% compared to PIMCO Dynamic Income Fund (PDI) at 1.29%. This indicates that TY's price experiences larger fluctuations and is considered to be riskier than PDI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
TY vs. PDI - Financials Comparison
This section allows you to compare key financial metrics between Tri-Continental Corporation and PIMCO Dynamic Income Fund. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities