BRASX vs. FXIEX
Compare and contrast key facts about BlackRock Allocation Target Shares Series S Portfolio (BRASX) and PIMCO Fixed Income SHares: Series TE (FXIEX).
BRASX is managed by Blackrock. It was launched on Sep 30, 2004. FXIEX is managed by PIMCO. It was launched on Jun 24, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BRASX or FXIEX.
Correlation
The correlation between BRASX and FXIEX is -0.02. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
BRASX vs. FXIEX - Performance Comparison
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Key characteristics
BRASX:
2.76
FXIEX:
0.48
BRASX:
5.06
FXIEX:
0.69
BRASX:
1.70
FXIEX:
1.12
BRASX:
6.15
FXIEX:
0.54
BRASX:
17.97
FXIEX:
1.96
BRASX:
0.33%
FXIEX:
1.50%
BRASX:
2.18%
FXIEX:
5.90%
BRASX:
-10.61%
FXIEX:
-14.30%
BRASX:
-0.43%
FXIEX:
-2.28%
Returns By Period
In the year-to-date period, BRASX achieves a 1.51% return, which is significantly higher than FXIEX's -0.23% return. Over the past 10 years, BRASX has underperformed FXIEX with an annualized return of 2.56%, while FXIEX has yielded a comparatively higher 3.72% annualized return.
BRASX
1.51%
0.22%
2.28%
6.08%
2.66%
2.56%
FXIEX
-0.23%
1.15%
-0.54%
2.94%
3.27%
3.72%
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BRASX vs. FXIEX - Expense Ratio Comparison
BRASX has a 0.00% expense ratio, which is lower than FXIEX's 0.07% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
BRASX vs. FXIEX — Risk-Adjusted Performance Rank
BRASX
FXIEX
BRASX vs. FXIEX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Allocation Target Shares Series S Portfolio (BRASX) and PIMCO Fixed Income SHares: Series TE (FXIEX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
BRASX vs. FXIEX - Dividend Comparison
BRASX's dividend yield for the trailing twelve months is around 4.21%, less than FXIEX's 4.87% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRASX BlackRock Allocation Target Shares Series S Portfolio | 4.21% | 4.59% | 4.06% | 2.66% | 1.61% | 2.66% | 3.08% | 2.24% | 2.88% | 3.36% | 3.26% | 1.78% |
FXIEX PIMCO Fixed Income SHares: Series TE | 4.87% | 4.91% | 4.71% | 4.38% | 3.47% | 3.36% | 3.63% | 3.79% | 3.51% | 3.25% | 2.88% | 2.40% |
Drawdowns
BRASX vs. FXIEX - Drawdown Comparison
The maximum BRASX drawdown since its inception was -10.61%, smaller than the maximum FXIEX drawdown of -14.30%. Use the drawdown chart below to compare losses from any high point for BRASX and FXIEX. For additional features, visit the drawdowns tool.
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Volatility
BRASX vs. FXIEX - Volatility Comparison
The current volatility for BlackRock Allocation Target Shares Series S Portfolio (BRASX) is 0.63%, while PIMCO Fixed Income SHares: Series TE (FXIEX) has a volatility of 3.06%. This indicates that BRASX experiences smaller price fluctuations and is considered to be less risky than FXIEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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