Correlation
The correlation between WHGIX and PIMIX is 0.12, 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.
WHGIX vs. PIMIX
Compare and contrast key facts about Westwood Income Opportunity Fund (WHGIX) and PIMCO Income Fund Institutional Class (PIMIX).
WHGIX is managed by Westwood. It was launched on Dec 18, 2005. 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: WHGIX or PIMIX.
Performance
WHGIX vs. PIMIX - Performance Comparison
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Key characteristics
WHGIX:
0.83
PIMIX:
1.93
WHGIX:
1.11
PIMIX:
2.87
WHGIX:
1.16
PIMIX:
1.38
WHGIX:
0.70
PIMIX:
2.84
WHGIX:
2.51
PIMIX:
8.31
WHGIX:
2.73%
PIMIX:
0.96%
WHGIX:
8.72%
PIMIX:
4.14%
WHGIX:
-24.14%
PIMIX:
-13.39%
WHGIX:
-3.38%
PIMIX:
-0.51%
Returns By Period
In the year-to-date period, WHGIX achieves a 0.33% return, which is significantly lower than PIMIX's 3.06% return. Over the past 10 years, WHGIX has outperformed PIMIX with an annualized return of 4.91%, while PIMIX has yielded a comparatively lower 4.29% annualized return.
WHGIX
0.33%
2.06%
-2.88%
6.56%
4.80%
5.40%
4.91%
PIMIX
3.06%
-0.09%
2.24%
7.18%
5.30%
4.27%
4.29%
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WHGIX vs. PIMIX - Expense Ratio Comparison
WHGIX has a 0.81% expense ratio, which is higher than PIMIX's 0.62% expense ratio.
Risk-Adjusted Performance
WHGIX vs. PIMIX — Risk-Adjusted Performance Rank
WHGIX
PIMIX
WHGIX vs. PIMIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Westwood Income Opportunity Fund (WHGIX) 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.
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Dividends
WHGIX vs. PIMIX - Dividend Comparison
WHGIX's dividend yield for the trailing twelve months is around 4.35%, less than PIMIX's 5.70% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WHGIX Westwood Income Opportunity Fund | 4.35% | 4.33% | 3.49% | 3.03% | 10.97% | 7.83% | 29.20% | 6.78% | 3.45% | 1.93% | 1.58% | 2.68% |
PIMIX PIMCO Income Fund Institutional Class | 5.70% | 6.27% | 6.73% | 6.39% | 4.02% | 4.84% | 5.82% | 5.64% | 5.39% | 5.57% | 7.93% | 6.53% |
Drawdowns
WHGIX vs. PIMIX - Drawdown Comparison
The maximum WHGIX drawdown since its inception was -24.14%, which is greater than PIMIX's maximum drawdown of -13.39%. Use the drawdown chart below to compare losses from any high point for WHGIX and PIMIX.
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Volatility
WHGIX vs. PIMIX - Volatility Comparison
Westwood Income Opportunity Fund (WHGIX) has a higher volatility of 2.38% compared to PIMCO Income Fund Institutional Class (PIMIX) at 1.32%. This indicates that WHGIX'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.
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