WCPNX vs. PIMIX
Compare and contrast key facts about Weitz Core Plus Income Fund (WCPNX) and PIMCO Income Fund Institutional Class (PIMIX).
WCPNX is managed by Weitz. It was launched on Jul 31, 2014. 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: WCPNX or PIMIX.
Performance
WCPNX vs. PIMIX - Performance Comparison
Returns By Period
In the year-to-date period, WCPNX achieves a 3.40% return, which is significantly lower than PIMIX's 4.85% return. Over the past 10 years, WCPNX has underperformed PIMIX with an annualized return of 2.63%, while PIMIX has yielded a comparatively higher 4.16% annualized return.
WCPNX
3.40%
-0.53%
3.38%
7.28%
1.90%
2.63%
PIMIX
4.85%
-0.14%
3.95%
9.46%
3.19%
4.16%
Key characteristics
| WCPNX | PIMIX | |
|---|---|---|
| Sharpe Ratio | 1.38 | 2.17 |
| Sortino Ratio | 2.08 | 3.29 |
| Omega Ratio | 1.25 | 1.43 |
| Calmar Ratio | 0.92 | 2.55 |
| Martin Ratio | 5.18 | 10.44 |
| Ulcer Index | 1.41% | 0.90% |
| Daily Std Dev | 5.29% | 4.31% |
| Max Drawdown | -13.87% | -13.39% |
| Current Drawdown | -3.06% | -1.71% |
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WCPNX vs. PIMIX - Expense Ratio Comparison
WCPNX has a 0.89% expense ratio, which is higher than PIMIX's 0.62% expense ratio.
Correlation
The correlation between WCPNX and PIMIX is 0.53, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Risk-Adjusted Performance
WCPNX vs. PIMIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Weitz Core Plus Income Fund (WCPNX) 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
WCPNX vs. PIMIX - Dividend Comparison
WCPNX's dividend yield for the trailing twelve months is around 5.28%, less than PIMIX's 6.24% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WCPNX Weitz Core Plus Income Fund | 5.28% | 5.73% | 2.93% | 2.23% | 3.31% | 2.72% | 2.55% | 2.11% | 2.43% | 1.78% | 0.58% | 0.00% |
PIMIX PIMCO Income Fund Institutional Class | 6.24% | 6.21% | 6.40% | 4.02% | 4.89% | 5.86% | 5.68% | 5.41% | 5.57% | 7.84% | 6.30% | 5.46% |
Drawdowns
WCPNX vs. PIMIX - Drawdown Comparison
The maximum WCPNX drawdown since its inception was -13.87%, roughly equal to the maximum PIMIX drawdown of -13.39%. Use the drawdown chart below to compare losses from any high point for WCPNX and PIMIX. For additional features, visit the drawdowns tool.
Volatility
WCPNX vs. PIMIX - Volatility Comparison
Weitz Core Plus Income Fund (WCPNX) has a higher volatility of 1.34% compared to PIMCO Income Fund Institutional Class (PIMIX) at 1.01%. This indicates that WCPNX'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.