Join

Compare · PDI vs VGM

PDI vs VGM

Side-by-side comparison of PIMCO Dynamic Income Fund (PDI) and Invesco Trust for Investment Grade Municipals (VGM): market cap, price performance, sector, and recent activity on the wire.

Summary

  • Both PDI and VGM operate in Trusts Except Educational Religious and Charitable (Finance), so they compete in similar markets.
  • PDI is the larger of the two at $4.24B, about 7.7x VGM ($550.5M).
  • Over the past year, PDI is down 5.3% and VGM is up 5.8% - VGM leads by 11.1 points.
PerformancePDI-5.27%VGM+5.79%
2025-04-28+0.00%2026-04-24
MetricPDIVGM
Company
PIMCO Dynamic Income Fund
Invesco Trust for Investment Grade Municipals
Price
$17.45+0.14%
$10.13+0.20%
Market cap
$4.24B
$550.5M
1M return
+2.41%
+2.27%
1Y return
-5.27%
+5.79%
Industry
Trusts Except Educational Religious and Charitable
Trusts Except Educational Religious and Charitable
Exchange
NYSE
NYSE
IPO
2012
News (4w)
0
0
Recent ratings
0
0
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.

VGM

Invesco Trust for Investment Grade Municipals

Invesco Trust for Investment Grade Municipals is a closed-ended fixed income mutual fund launched by Invesco Ltd. The fund is co-managed by Invesco Advisers, Inc., INVESCO Asset Management (Japan) Limited, INVESCO Asset Management Deutschland GmbH, INVESCO Asset Management Limited, Invesco Canada Ltd., Invesco Hong Kong Limited, and INVESCO Senior Secured Management, Inc. It invests in the fixed income markets of the United States. The fund primarily invests in investment grade municipal securities which include municipal bonds, municipal notes, municipal commercial paper, and lease obligations. It employs fundamental analysis with bottom-up security selection approach to create its portfolio. The fund was formerly known as Invesco Van Kampen Trust for Investment Grade Municipals. Invesco Trust for Investment Grade Municipals was formed on January 24, 1992 and is domiciled in the United States.