FXIEX vs. VWIAX
Compare and contrast key facts about PIMCO Fixed Income SHares: Series TE (FXIEX) and Vanguard Wellesley Income Fund Admiral Shares (VWIAX).
FXIEX is managed by PIMCO. It was launched on Jun 24, 2012. VWIAX is managed by Vanguard. It was launched on May 14, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FXIEX or VWIAX.
Correlation
The correlation between FXIEX and VWIAX is 0.15, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
FXIEX vs. VWIAX - Performance Comparison
Key characteristics
FXIEX:
1.65
VWIAX:
0.89
FXIEX:
2.41
VWIAX:
1.11
FXIEX:
1.35
VWIAX:
1.18
FXIEX:
2.13
VWIAX:
0.57
FXIEX:
6.27
VWIAX:
3.19
FXIEX:
1.03%
VWIAX:
1.95%
FXIEX:
3.92%
VWIAX:
7.03%
FXIEX:
-14.30%
VWIAX:
-23.93%
FXIEX:
-2.01%
VWIAX:
-4.55%
Returns By Period
In the year-to-date period, FXIEX achieves a -0.10% return, which is significantly lower than VWIAX's 1.73% return. Over the past 10 years, FXIEX has outperformed VWIAX with an annualized return of 3.82%, while VWIAX has yielded a comparatively lower 3.18% annualized return.
FXIEX
-0.10%
0.52%
1.29%
6.21%
2.61%
3.82%
VWIAX
1.73%
1.33%
0.31%
5.72%
1.74%
3.18%
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FXIEX vs. VWIAX - Expense Ratio Comparison
FXIEX has a 0.07% expense ratio, which is lower than VWIAX's 0.16% 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. VWIAX — Risk-Adjusted Performance Rank
FXIEX
VWIAX
FXIEX vs. VWIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Fixed Income SHares: Series TE (FXIEX) and Vanguard Wellesley Income Fund Admiral Shares (VWIAX). 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. VWIAX - Dividend Comparison
FXIEX's dividend yield for the trailing twelve months is around 4.91%, more than VWIAX's 3.76% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FXIEX PIMCO Fixed Income SHares: Series TE | 4.91% | 4.91% | 4.73% | 4.39% | 3.45% | 3.37% | 3.64% | 3.79% | 3.51% | 3.25% | 2.88% | 2.40% |
VWIAX Vanguard Wellesley Income Fund Admiral Shares | 3.76% | 3.83% | 5.80% | 3.25% | 2.55% | 2.72% | 2.97% | 3.38% | 2.92% | 3.02% | 3.18% | 3.23% |
Drawdowns
FXIEX vs. VWIAX - Drawdown Comparison
The maximum FXIEX drawdown since its inception was -14.30%, smaller than the maximum VWIAX drawdown of -23.93%. Use the drawdown chart below to compare losses from any high point for FXIEX and VWIAX. For additional features, visit the drawdowns tool.
Volatility
FXIEX vs. VWIAX - Volatility Comparison
The current volatility for PIMCO Fixed Income SHares: Series TE (FXIEX) is 1.02%, while Vanguard Wellesley Income Fund Admiral Shares (VWIAX) has a volatility of 1.64%. This indicates that FXIEX experiences smaller price fluctuations and is considered to be less risky than VWIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.