Join

Compare · PDI vs SPXX

PDI vs SPXX

Side-by-side comparison of PIMCO Dynamic Income Fund (PDI) and Nuveen S&P 500 Dynamic Overwrite Fund (SPXX): market cap, price performance, sector, and recent activity on the wire.

Summary

  • Both PDI and SPXX operate in Trusts Except Educational Religious and Charitable (Finance), so they compete in similar markets.
  • PDI is the larger of the two at $4.07B, about 13.8x SPXX ($295.0M).
  • Over the past year, PDI is down 11.3% and SPXX is up 6.1% - SPXX leads by 17.3 points.
  • Both names hit the wire about 1 times in the past 4 weeks.
PerformancePDI-11.28%SPXX+6.06%
2025-06-04+0.00%2026-06-03
MetricPDISPXX
Company
PIMCO Dynamic Income Fund
Nuveen S&P 500 Dynamic Overwrite Fund
Price
$16.75+0.27%
$18.38-0.38%
Market cap
$4.07B
$295.0M
1M return
-4.37%
+4.37%
1Y return
-11.28%
+6.06%
Industry
Trusts Except Educational Religious and Charitable
Trusts Except Educational Religious and Charitable
Exchange
NYSE
NYSE
IPO
2012
News (4w)
1
1
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.

SPXX

Nuveen S&P 500 Dynamic Overwrite Fund

Nuveen S&P 500 Dynamic Overwrite Fund is a closed-ended equity indexed mutual fund launched by Nuveen Investments, Inc. The fund is co-managed by Nuveen Fund Advisors LLC and Nuveen Asset Management, LLC. It invests in the public equity markets of the United States. The fund seeks to invest in stocks of companies operating across diversified sectors. It primarily invests in stocks of large cap companies. The fund also invests through financial derivatives such as call options. It seeks to replicate the performance of the S&P 500 Index. The fund was formerly known as Nuveen Equity Premium and Growth Fund. Nuveen S&P 500 Dynamic Overwrite Fund was formed on November 11, 2004 and is domiciled in the United States.