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PEGIX vs PONAX
PEGIX vs PONAX Comparison
Open Charts PEGIX vs PONAX
PIMCO ESG Income Institutional
Price$9.55
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets354.22M
PEGIX vs PONAX Comparison Chart in %
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PEGIX vs. PONAX commentary
Oct 11, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is PEGIX is a Hold and PONAX is a Hold.
FUNDAMENTALS
Fundamentals
PONAX has more cash in the bank: 203B vs. PEGIX (354M). PONAX pays higher dividends than PEGIX: PONAX (5.67) vs PEGIX (5.22). PEGIX was incepted earlier than PONAX: PEGIX (5 years) vs PONAX (19 years). PEGIX (1.21) is less costly to investors than PONAX (0.94). PONAX is a more actively managed with annual turnover of: 711.00 vs. PEGIX (243.00). PONAX has a lower initial minimum investment than PEGIX: PONAX (1000) vs PEGIX (1000000). PONAX annual gain was more profitable for investors over the last year : 7.74 vs. PEGIX (6.80). PONAX return over 5 years is better than : 20.40 vs. PEGIX (17.93).
| PEGIX | PONAX | PEGIX / PONAX | |
| Total Expense Ratio | 1.21 | 0.94 | 129% |
| Annual Report Gross Expense Ratio | 1.21 | 0.94 | 129% |
| Fund Existence | 5 years | 19 years | - |
| Gain YTD | 7.263 | 7.997 | 91% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 354M | 203B | 0% |
| Annual Yield % from dividends | 5.22 | 5.67 | 92% |
| Returns for 1 year | 6.80 | 7.74 | 88% |
| Returns for 3 years | 22.22 | 27.89 | 80% |
| Returns for 5 years | 17.93 | 20.40 | 88% |
| Returns for 10 years | N/A | 54.13 | - |
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