GLIFX vs. VISTX
Compare and contrast key facts about Lazard Global Listed Infrastructure Portfolio Institutional Shares (GLIFX) and Vanguard Institutional Short-Term Bond Fund (VISTX).
GLIFX is managed by Lazard. VISTX is managed by Vanguard. It was launched on Jun 19, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GLIFX or VISTX.
Correlation
The correlation between GLIFX and VISTX is 0.07, 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
GLIFX vs. VISTX - Performance Comparison
Key characteristics
GLIFX:
1.47
VISTX:
4.02
GLIFX:
1.96
VISTX:
6.71
GLIFX:
1.27
VISTX:
2.00
GLIFX:
2.47
VISTX:
9.46
GLIFX:
5.89
VISTX:
26.11
GLIFX:
2.80%
VISTX:
0.25%
GLIFX:
11.19%
VISTX:
1.61%
GLIFX:
-29.65%
VISTX:
-6.24%
GLIFX:
0.00%
VISTX:
-0.23%
Returns By Period
In the year-to-date period, GLIFX achieves a 8.15% return, which is significantly higher than VISTX's 1.61% return.
GLIFX
8.15%
3.07%
3.77%
15.25%
8.21%
5.28%
VISTX
1.61%
0.24%
2.10%
6.46%
1.88%
N/A
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GLIFX vs. VISTX - Expense Ratio Comparison
GLIFX has a 0.97% expense ratio, which is higher than VISTX's 0.02% expense ratio.
Risk-Adjusted Performance
GLIFX vs. VISTX — Risk-Adjusted Performance Rank
GLIFX
VISTX
GLIFX vs. VISTX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Lazard Global Listed Infrastructure Portfolio Institutional Shares (GLIFX) and Vanguard Institutional Short-Term Bond Fund (VISTX). 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
GLIFX vs. VISTX - Dividend Comparison
GLIFX's dividend yield for the trailing twelve months is around 2.56%, less than VISTX's 4.65% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
GLIFX Lazard Global Listed Infrastructure Portfolio Institutional Shares | 2.56% | 3.33% | 2.95% | 5.87% | 4.34% | 2.59% | 4.44% | 5.30% | 1.82% | 2.42% | 8.73% | 7.55% |
VISTX Vanguard Institutional Short-Term Bond Fund | 4.65% | 4.67% | 3.91% | 1.75% | 1.07% | 1.98% | 2.71% | 2.33% | 1.78% | 1.43% | 0.33% | 0.00% |
Drawdowns
GLIFX vs. VISTX - Drawdown Comparison
The maximum GLIFX drawdown since its inception was -29.65%, which is greater than VISTX's maximum drawdown of -6.24%. Use the drawdown chart below to compare losses from any high point for GLIFX and VISTX. For additional features, visit the drawdowns tool.
Volatility
GLIFX vs. VISTX - Volatility Comparison
Lazard Global Listed Infrastructure Portfolio Institutional Shares (GLIFX) has a higher volatility of 5.33% compared to Vanguard Institutional Short-Term Bond Fund (VISTX) at 0.61%. This indicates that GLIFX's price experiences larger fluctuations and is considered to be riskier than VISTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.