Compare · PDO vs PTA
PDO vs PTA
Side-by-side comparison of PIMCO Dynamic Income Opportunities Fund (PDO) and Cohen & Steers Tax-Advantaged (PTA): market cap, price performance, sector, and recent activity on the wire.
Summary
- Both PDO and PTA operate in Trusts Except Educational Religious and Charitable (Finance), so they compete in similar markets.
- PDO is the larger of the two at $1.83B, about 1.8x PTA ($1.02B).
- Over the past year, PDO is down 8.4% and PTA is down 8.8% - PDO leads by 0.4 points.
- PDO has been more active in the news (3 items in the past 4 weeks vs 2 for PTA).
PerformancePDO-8.67%PTA-9.94%
2025-09-05+0.00%2026-09-04
- Company
- PIMCO Dynamic Income Opportunities Fund
- Cohen & Steers Tax-Advantaged
- Price
- $12.80+2.24%
- $18.40-0.54%
- Market cap
- $1.83B
- $1.02B
- 1M return
- -2.03%
- -3.06%
- 1Y return
- -8.41%
- -8.82%
- Industry
- Trusts Except Educational Religious and Charitable
- Trusts Except Educational Religious and Charitable
- Exchange
- NYSE
- NYSE
- IPO
- 2021
- 2020
- News (4w)
- 3
- 2
- Recent ratings
- 0
- 0
Latest PDO
- SEC Form N-CSR filed by PIMCO Dynamic Income Opportunities Fund
- PIMCO Closed-End Funds Declare Monthly Common Share Distributions
- SEC Form N-PX filed by PIMCO Dynamic Income Opportunities Fund
- PIMCO Closed-End Funds Declare Monthly Common Share Distributions
- SEC Form 3 filed by new insider Willard Morgan
- SEC Form 3 filed by new insider Davenport Russel
- SEC Form 3 filed by new insider Shin Myung
- SEC Form 3 filed by new insider Johnson Eric David
- SEC Form 3 filed by new insider Vitale Paul
- PIMCO Closed-end Funds Declare Monthly Common Share Distributions
Latest PTA
- SEC Form N-PX filed by Cohen & Steers Tax-Advantaged
- SEC Form 3 filed by new insider Frank Steven
- SEC Form N-CSRS filed by Cohen & Steers Tax-Advantaged
- Cohen & Steers Closed-End Funds Declare Distributions for July, August and September 2026
- Cohen & Steers Closed-End Funds Declare Distributions for April, May and June 2026
- SEC Form N-CEN filed by Cohen & Steers Tax-Advantaged
- SEC Form N-CSR filed by Cohen & Steers Tax-Advantaged
- Cohen & Steers Closed-End Funds Declare Distributions for January, February and March 2026
- Zaharis-Nikas Elaine was granted 1,685 shares, increasing direct ownership by 8% to 8,761 units (SEC Form 5)
- Kastoff Robert was granted 71 shares, increasing direct ownership by 8% to 915 units (SEC Form 5)