FXIEX vs. VWALX
Compare and contrast key facts about PIMCO Fixed Income SHares: Series TE (FXIEX) and Vanguard High-Yield Tax-Exempt Fund Admiral Shares (VWALX).
FXIEX is managed by PIMCO. It was launched on Jun 24, 2012. VWALX is managed by Vanguard. It was launched on Nov 12, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FXIEX or VWALX.
Correlation
The correlation between FXIEX and VWALX is 0.74, 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
FXIEX vs. VWALX - Performance Comparison
Key characteristics
FXIEX:
1.36
VWALX:
0.82
FXIEX:
1.97
VWALX:
1.13
FXIEX:
1.29
VWALX:
1.17
FXIEX:
1.72
VWALX:
0.52
FXIEX:
6.15
VWALX:
3.43
FXIEX:
0.84%
VWALX:
0.96%
FXIEX:
3.82%
VWALX:
4.02%
FXIEX:
-14.30%
VWALX:
-17.74%
FXIEX:
-2.61%
VWALX:
-2.57%
Returns By Period
In the year-to-date period, FXIEX achieves a 4.59% return, which is significantly higher than VWALX's 2.78% return. Over the past 10 years, FXIEX has outperformed VWALX with an annualized return of 3.73%, while VWALX has yielded a comparatively lower 3.06% annualized return.
FXIEX
4.59%
-1.32%
1.06%
5.18%
2.78%
3.73%
VWALX
2.78%
-0.98%
1.16%
3.30%
1.45%
3.06%
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FXIEX vs. VWALX - Expense Ratio Comparison
FXIEX has a 0.07% expense ratio, which is lower than VWALX's 0.09% 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
FXIEX vs. VWALX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Fixed Income SHares: Series TE (FXIEX) and Vanguard High-Yield Tax-Exempt Fund Admiral Shares (VWALX). 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
FXIEX vs. VWALX - Dividend Comparison
FXIEX's dividend yield for the trailing twelve months is around 4.54%, more than VWALX's 3.82% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FXIEX PIMCO Fixed Income SHares: Series TE | 4.54% | 4.73% | 4.39% | 3.45% | 3.37% | 3.64% | 3.79% | 3.51% | 3.25% | 2.88% | 2.40% | 0.41% |
VWALX Vanguard High-Yield Tax-Exempt Fund Admiral Shares | 3.82% | 3.59% | 3.44% | 2.93% | 3.16% | 3.44% | 3.84% | 3.77% | 3.88% | 3.75% | 3.83% | 4.19% |
Drawdowns
FXIEX vs. VWALX - Drawdown Comparison
The maximum FXIEX drawdown since its inception was -14.30%, smaller than the maximum VWALX drawdown of -17.74%. Use the drawdown chart below to compare losses from any high point for FXIEX and VWALX. For additional features, visit the drawdowns tool.
Volatility
FXIEX vs. VWALX - Volatility Comparison
The current volatility for PIMCO Fixed Income SHares: Series TE (FXIEX) is 1.45%, while Vanguard High-Yield Tax-Exempt Fund Admiral Shares (VWALX) has a volatility of 1.57%. This indicates that FXIEX experiences smaller price fluctuations and is considered to be less risky than VWALX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.