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Compare · PDI vs VCV

PDI vs VCV

Side-by-side comparison of PIMCO Dynamic Income Fund (PDI) and Invesco California Value Municipal Income Trust (VCV): market cap, price performance, sector, and recent activity on the wire.

Summary

  • Both PDI and VCV 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 8.3x VCV ($512.4M).
  • Over the past year, PDI is down 5.5% and VCV is up 3.2% - VCV leads by 8.6 points.
PerformancePDI-5.47%VCV+3.18%
2025-04-30+0.00%2026-04-30
MetricPDIVCV
Company
PIMCO Dynamic Income Fund
Invesco California Value Municipal Income Trust
Price
$17.45-0.17%
$10.72+0.00%
Market cap
$4.24B
$512.4M
1M return
+1.90%
+2.14%
1Y return
-5.47%
+3.18%
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.

VCV

Invesco California Value Municipal Income Trust

Invesco California Value Municipal Income Trust 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 California 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 California Value Municipal Income Trust. Invesco California Value Municipal Income Trust was formed on April 30, 1993 and is domiciled in the United States.