Loading…
RDFI and PCEF share 14.0% of their holdings.
| Side by side | RDFI | HYIN | PCEF |
|---|---|---|---|
| Strategy | Bonds & Cash · Other bonds | Bonds & Cash · Corporate | Income · Dividend stocks |
| Expense ratio | 4.23% | 0.50% | 2.76% |
| Cost per year on $10k | $423 | $50 | $276 |
| Trailing 12-mo yield | 8.89% | 14.95% | 7.76% |
| Income per year on $10k | $889 | $1,495 | $776 |
| YTD | −2.1% | −15.5% | +2.1% |
| 1 year | −1.6% | −14.1% | +2.9% |
| 3 years · per year | +11.7% | +1.8% | +15.1% |
| 5 years · per year | +1.7% | −3.5% | +3.7% |
| Worst drop · 1Y | −9.4% | −20.5% | −8.3% |
| Volatility · 1Y | 8.3% | 14.1% | 9.9% |
| Holdings | 37 | 36 | 106 |
| Assets | $71M | $45M | $743M |
| Leverage | None | None | None |
| Since | 2020 | 2021 | 2010 |
Highlighted = best in the row. Returns include dividends.