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Compare · EFR vs PDI

EFR vs PDI

Side-by-side comparison of Eaton Vance Senior Floating-Rate Fund (EFR) and PIMCO Dynamic Income Fund (PDI): market cap, price performance, sector, and recent activity on the wire.

Summary

  • Both EFR 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 $4.24B, about 10.6x EFR ($401.3M).
  • Over the past year, EFR is down 10.7% and PDI is down 6.2% - PDI leads by 4.5 points.
  • EFR has hit the wire 4 times in the past 4 weeks while PDI has been quiet.
PerformanceEFR-10.68%PDI-6.18%
2025-05-01+0.00%2026-04-30
MetricEFRPDI
Company
Eaton Vance Senior Floating-Rate Fund
PIMCO Dynamic Income Fund
Price
$10.62+1.05%
$17.45-0.17%
Market cap
$401.3M
$4.24B
1M return
+1.24%
+1.90%
1Y return
-10.68%
-6.18%
Industry
Trusts Except Educational Religious and Charitable
Trusts Except Educational Religious and Charitable
Exchange
NYSE
NYSE
IPO
2003
2012
News (4w)
4
0
Recent ratings
0
0
EFR

Eaton Vance Senior Floating-Rate Fund

Eaton Vance Senior Floating-Rate Trust is a closed-ended fixed income mutual fund launched and managed by Eaton Vance Management. The fund invests in the fixed income markets of the United States. It primarily invests in senior, secured floating rate loans. It benchmarks the performance of its portfolio against the S&P/LSTA Leveraged Loan Index. Eaton Vance Senior Floating-Rate Trust was formed on November 28, 2003 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.

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