EKBAX vs. PAGRX
Compare and contrast key facts about Allspring Diversified Capital Builder Fund (EKBAX) and Permanent Portfolio Aggressive Growth Portfolio (PAGRX).
EKBAX is managed by Allspring Global Investments. It was launched on Jan 19, 1998. PAGRX is managed by Permanent Portfolio. It was launched on Jan 2, 1990.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EKBAX or PAGRX.
Correlation
The correlation between EKBAX and PAGRX is 0.86, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
EKBAX vs. PAGRX - Performance Comparison
Key characteristics
EKBAX:
1.41
PAGRX:
2.09
EKBAX:
1.88
PAGRX:
2.72
EKBAX:
1.26
PAGRX:
1.36
EKBAX:
1.89
PAGRX:
1.38
EKBAX:
6.46
PAGRX:
12.81
EKBAX:
3.57%
PAGRX:
3.46%
EKBAX:
16.38%
PAGRX:
21.17%
EKBAX:
-66.61%
PAGRX:
-79.19%
EKBAX:
-4.28%
PAGRX:
-4.69%
Returns By Period
In the year-to-date period, EKBAX achieves a 5.50% return, which is significantly higher than PAGRX's 2.96% return. Both investments have delivered pretty close results over the past 10 years, with EKBAX having a 5.20% annualized return and PAGRX not far behind at 5.00%.
EKBAX
5.50%
6.62%
5.35%
19.60%
6.09%
5.20%
PAGRX
2.96%
4.28%
15.30%
43.04%
12.11%
5.00%
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EKBAX vs. PAGRX - Expense Ratio Comparison
EKBAX has a 1.10% expense ratio, which is lower than PAGRX's 1.21% expense ratio.
Risk-Adjusted Performance
EKBAX vs. PAGRX — Risk-Adjusted Performance Rank
EKBAX
PAGRX
EKBAX vs. PAGRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Allspring Diversified Capital Builder Fund (EKBAX) and Permanent Portfolio Aggressive Growth Portfolio (PAGRX). 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.
Dividends
EKBAX vs. PAGRX - Dividend Comparison
EKBAX's dividend yield for the trailing twelve months is around 0.46%, more than PAGRX's 0.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EKBAX Allspring Diversified Capital Builder Fund | 0.46% | 0.48% | 0.90% | 1.07% | 0.51% | 1.17% | 1.42% | 1.47% | 1.37% | 1.76% | 1.06% | 0.90% |
PAGRX Permanent Portfolio Aggressive Growth Portfolio | 0.22% | 0.22% | 0.14% | 0.29% | 0.05% | 0.16% | 0.54% | 0.23% | 0.99% | 0.68% | 1.62% | 0.30% |
Drawdowns
EKBAX vs. PAGRX - Drawdown Comparison
The maximum EKBAX drawdown since its inception was -66.61%, smaller than the maximum PAGRX drawdown of -79.19%. Use the drawdown chart below to compare losses from any high point for EKBAX and PAGRX. For additional features, visit the drawdowns tool.
Volatility
EKBAX vs. PAGRX - Volatility Comparison
The current volatility for Allspring Diversified Capital Builder Fund (EKBAX) is 5.27%, while Permanent Portfolio Aggressive Growth Portfolio (PAGRX) has a volatility of 7.21%. This indicates that EKBAX experiences smaller price fluctuations and is considered to be less risky than PAGRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.