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COINX vs PBDAX

Both COINX and PBDAX are mutual funds. COINX has a higher 5-year return than PBDAX (5.48% vs 4.89%). Below is the comparison between COINX and PBDAX.

COINX PBDAX
Security Type Mutual fund Mutual fund
Segment Taxable Fixed Income: Corporate Bond Taxable Fixed Income: Corporate Bond
Family Madison Funds PIMCO
Net Assets N/A $1.48B
Expense Ratio N/A 0.90%
Management Style active active
Dividend Yield N/A 2.96%
Minimum Investment $1,000.00 $1,000.00
YTD Return 5.60% -1.45%
1-Year Return 11.16% 2.36%
3-Year Return 6.19% 6.73%
5-Year Return 5.48% 4.89%
10-Year Return 4.50% 5.21%

COINX description

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COINX performance & returns

YTD Return 5.60%
1-Month Return 2.36%
3-Month Return 11.16%
1-Year Return 11.16%
3-Year Return 6.19%
5-Year Return 5.48%
10-Year Return 4.50%
COINX expense ratio is N/A.

COINX holdings

Top 10 Holdings (18.40% of Total Assets)

Name Symbol % Assets
Valero Energy Corporation 6.62% N/A 2.74%
AT&T Inc 4.25% N/A 1.97%
Huntington National Bank of Ohio 3.55% N/A 1.90%
Goldman Sachs Group, Inc. 3.5% N/A 1.89%
KEYCORP 5.1% N/A 1.82%
Berkshire Hathaway Finance Corporation 4.2% N/A 1.75%
Verizon Communications Inc. 4.4% N/A 1.73%
Prudential Financial, Inc. 3.5% N/A 1.54%
Lockheed Martin Corporation 2.9% N/A 1.54%
JPMorgan Chase & Co. 3.12% N/A 1.52%

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PBDAX description

The Fund seeks maximum total return, consistent with capital preservation, by investing at least 80% of its assets in a diversified portfolio of investment-grade corporate fixed income securities and will seek to maintain an average duration of three to seven years.

PBDAX performance & returns

YTD Return -1.45%
1-Month Return 1.75%
3-Month Return 2.36%
1-Year Return 2.36%
3-Year Return 6.73%
5-Year Return 4.89%
10-Year Return 5.21%
PBDAX expense ratio is 0.9%.

PBDAX holdings

Top 10 Holdings (17.03% of Total Assets)

Name Symbol % Assets
United States Treasury Notes 1.5% N/A 4.36%
United States Treasury Bonds 2.88% N/A 2.33%
United States Treasury Bonds 2% N/A 1.96%
United States Treasury Bonds 3% N/A 1.76%
United States Treasury Notes 3.12% N/A 1.50%
Federal National Mortgage Association 3% N/A 1.36%
United States Treasury Bonds 2.38% N/A 1.33%
Federal National Mortgage Association 4% N/A 1.22%
Federal National Mortgage Association 3.5% N/A 1.21%

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