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.
Correlation
The correlation between WCPNX and PIMIX is -0.00. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
WCPNX vs. PIMIX - Performance Comparison
Key characteristics
WCPNX:
1.13
PIMIX:
1.60
WCPNX:
1.69
PIMIX:
2.39
WCPNX:
1.20
PIMIX:
1.31
WCPNX:
1.20
PIMIX:
2.32
WCPNX:
3.34
PIMIX:
6.81
WCPNX:
1.71%
PIMIX:
0.95%
WCPNX:
5.11%
PIMIX:
4.08%
WCPNX:
-13.87%
PIMIX:
-13.39%
WCPNX:
-1.44%
PIMIX:
-1.40%
Returns By Period
In the year-to-date period, WCPNX achieves a 2.47% return, which is significantly higher than PIMIX's 2.14% return. Over the past 10 years, WCPNX has underperformed PIMIX with an annualized return of 2.71%, while PIMIX has yielded a comparatively higher 4.28% annualized return.
WCPNX
2.47%
0.31%
1.50%
5.72%
2.26%
2.71%
PIMIX
2.14%
0.47%
2.14%
6.48%
4.60%
4.28%
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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.
Risk-Adjusted Performance
WCPNX vs. PIMIX — Risk-Adjusted Performance Rank
WCPNX
PIMIX
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 5.08%, less than PIMIX's 5.72% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WCPNX Weitz Core Plus Income Fund | 5.08% | 5.26% | 5.73% | 2.93% | 2.23% | 3.31% | 2.72% | 2.55% | 2.11% | 2.43% | 1.78% | 0.58% |
PIMIX PIMCO Income Fund Institutional Class | 5.72% | 6.27% | 6.21% | 6.40% | 4.02% | 4.89% | 5.86% | 5.68% | 5.41% | 5.57% | 7.84% | 6.30% |
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) and PIMCO Income Fund Institutional Class (PIMIX) have volatilities of 1.64% and 1.57%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.