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CEFZ and PCEF share 14.3% of their holdings.
| Side by side | CEFZ | HYIN | PCEF |
|---|---|---|---|
| Strategy | Income · Dividend stocks | Bonds & Cash · Corporate | Income · Dividend stocks |
| Expense ratio | 2.82% | 0.50% | 2.76% |
| Cost per year on $10k | $282 | $50 | $276 |
| Trailing 12-mo yield | 10.33% | 14.95% | 7.76% |
| Income per year on $10k | $1,033 | $1,495 | $776 |
| YTD | +3.6% | −15.5% | +2.1% |
| 1 year | +5.8% | −14.1% | +2.9% |
| 3 years · per year | — | +1.8% | +15.1% |
| 5 years · per year | — | −3.5% | +3.7% |
| Worst drop · 1Y | −6.8% | −20.5% | −8.3% |
| Volatility · 1Y | 10.6% | 14.1% | 9.9% |
| Holdings | 46 | 36 | 106 |
| Assets | $40M | $45M | $743M |
| Leverage | None | None | None |
| Since | 2006 | 2021 | 2010 |
Highlighted = best in the row. Returns include dividends.