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PIGIX vs PBDAX

Both PBDAX and PIGIX are mutual funds. PBDAX has a lower 5-year return than PIGIX (4.73% vs 5.15%). PBDAX has a higher expense ratio than PIGIX (0.9% vs 0.5%). Below is the comparison between PBDAX and PIGIX.

PBDAX PIGIX
Security Type Mutual fund Mutual fund
Segment Taxable Fixed Income: Corporate Bond Taxable Fixed Income: Corporate Bond
Family PIMCO PIMCO
Net Assets $1.48B $10.32B
Expense Ratio 0.90% 0.50%
Management Style active active
Dividend Yield 2.95% 3.35%
Minimum Investment $1,000.00 $25,000.00
YTD Return -0.35% -0.13%
1-Year Return 2.70% 2.81%
3-Year Return 6.75% 7.18%
5-Year Return 4.73% 5.15%
10-Year Return 5.29% 5.71%

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 -0.35%
1-Month Return 1.74%
3-Month Return 2.70%
1-Year Return 2.70%
3-Year Return 6.75%
5-Year Return 4.73%
10-Year Return 5.29%
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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PIGIX 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.

PIGIX performance & returns

YTD Return -0.13%
1-Month Return 1.77%
3-Month Return 2.81%
1-Year Return 2.81%
3-Year Return 7.18%
5-Year Return 5.15%
10-Year Return 5.71%
PIGIX expense ratio is 0.5%.

PIGIX 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%

Other relevant PIGIX comparisons

You may also want to check out the following PIGIX comparisons that investors often look for on Finny

Or use Finny Compare Wizard to create a comparison you’d like to see.

You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.
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