WES vs. PDI
Compare and contrast key facts about Western Midstream Partners, LP (WES) and PIMCO Dynamic Income Fund (PDI).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WES or PDI.
Correlation
The correlation between WES and PDI is 0.23, 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
WES vs. PDI - Performance Comparison
Key characteristics
WES:
2.26
PDI:
1.61
WES:
3.17
PDI:
1.93
WES:
1.39
PDI:
1.36
WES:
2.89
PDI:
1.56
WES:
11.24
PDI:
4.78
WES:
5.16%
PDI:
3.29%
WES:
25.69%
PDI:
9.78%
WES:
-93.66%
PDI:
-46.47%
WES:
-0.06%
PDI:
-5.72%
Fundamentals
Returns By Period
In the year-to-date period, WES achieves a 6.25% return, which is significantly higher than PDI's 3.67% return. Over the past 10 years, WES has underperformed PDI with an annualized return of 3.96%, while PDI has yielded a comparatively higher 7.65% annualized return.
WES
6.25%
2.69%
2.26%
56.07%
25.15%
3.96%
PDI
3.67%
0.28%
6.17%
15.32%
1.52%
7.65%
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Risk-Adjusted Performance
WES vs. PDI — Risk-Adjusted Performance Rank
WES
PDI
WES vs. PDI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Western Midstream Partners, LP (WES) 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
WES vs. PDI - Dividend Comparison
WES's dividend yield for the trailing twelve months is around 7.84%, less than PDI's 14.11% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WES Western Midstream Partners, LP | 7.84% | 8.33% | 8.52% | 6.80% | 5.69% | 11.25% | 12.45% | 8.25% | 5.44% | 4.04% | 3.86% | 1.73% |
PDI PIMCO Dynamic Income Fund | 14.11% | 14.45% | 14.74% | 17.84% | 10.21% | 10.01% | 9.45% | 10.78% | 8.81% | 14.79% | 15.08% | 13.43% |
Drawdowns
WES vs. PDI - Drawdown Comparison
The maximum WES drawdown since its inception was -93.66%, which is greater than PDI's maximum drawdown of -46.47%. Use the drawdown chart below to compare losses from any high point for WES and PDI. For additional features, visit the drawdowns tool.
Volatility
WES vs. PDI - Volatility Comparison
Western Midstream Partners, LP (WES) has a higher volatility of 6.69% compared to PIMCO Dynamic Income Fund (PDI) at 2.75%. This indicates that WES'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
WES vs. PDI - Financials Comparison
This section allows you to compare key financial metrics between Western Midstream Partners, LP 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