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Compare · MCR vs PDI

MCR vs PDI

Side-by-side comparison of MFS Charter Income Trust (MCR) and PIMCO Dynamic Income Fund (PDI): market cap, price performance, sector, and recent activity on the wire.

Summary

  • Both MCR and PDI operate in Trusts Except Educational Religious and Charitable (Finance), so they compete in similar markets.
  • PDI is the larger of the two at $4.27B, about 16.1x MCR ($265.4M).
  • MCR has been more active in the news (5 items in the past 4 weeks vs 1 for PDI).
MetricMCRPDI
Company
MFS Charter Income Trust
PIMCO Dynamic Income Fund
Price
-
-
Market cap
$265.4M
$4.27B
1M return
-
-
1Y return
-
-
Industry
Trusts Except Educational Religious and Charitable
Trusts Except Educational Religious and Charitable
Exchange
NYSE
NYSE
IPO
1989
2012
News (4w)
5
1
Recent ratings
0
0
MCR

MFS Charter Income Trust

MFS Charter Income Trust is a closed ended fixed income mutual fund launched and managed by Massachusetts Financial Services Company. The fund invests in the fixed income markets across the globe. It invests primarily in corporate bonds of U.S. or foreign issuers, U.S. Government securities, foreign government securities, mortgage-backed, and other asset-backed securities of U.S. or foreign issuers, or debt instruments of issuers located in emerging market countries. The fund employs a combination of fundamental and quantitative analysis with bottom-up stock picking approach to create its portfolio. It seeks to benchmarks the performance of its portfolio against a combination of the Barclays U.S. High-Yield Corporate Bond 2% Issuer Capped Index, MFS Charter Income Trust Blended Index, Barclays U.S. Credit Bond Index, Barclays U.S. Government/Mortgage Bond Index, Citigroup World Government Bond Non-Dollar Hedged Index, and JPMorgan Emerging Markets Bond Index Global. MFS Charter Income Trust was formed on July 20, 1989 and is domiciled in the United States.

PDI

PIMCO Dynamic Income Fund

PIMCO Dynamic Income Fund is a close ended fixed income mutual fund launched and managed by Allianz Global Investors Fund Management LLC. It is co-managed by Pacific Investment Management Company LLC. The fund invests in fixed income markets across the globe. It invests in multiple fixed-income sectors, including non-agency residential and commercial mortgage-backed securities and below investment-grade securities. The fund primarily invests in mortgage-backed securities, investment-grade and high-yield corporate bonds, developed and emerging markets corporate bonds, and sovereign bonds. PIMCO Dynamic Income Fund was formed on May 30, 2012 and is domiciled in the United States.