GMWEX vs. PZRIX
Compare and contrast key facts about GuideMark World ex-US Fund (GMWEX) and PIMCO RAE Global ex-US Fund (PZRIX).
GMWEX is managed by GuideMark. It was launched on Jun 29, 2001. PZRIX is managed by PIMCO. It was launched on Jun 4, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GMWEX or PZRIX.
Correlation
The correlation between GMWEX and PZRIX is 0.73, 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
GMWEX vs. PZRIX - Performance Comparison
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Key characteristics
GMWEX:
0.90
PZRIX:
0.54
GMWEX:
1.29
PZRIX:
0.83
GMWEX:
1.18
PZRIX:
1.11
GMWEX:
0.84
PZRIX:
0.57
GMWEX:
3.55
PZRIX:
1.55
GMWEX:
3.96%
PZRIX:
5.11%
GMWEX:
16.11%
PZRIX:
14.68%
GMWEX:
-69.44%
PZRIX:
-45.00%
GMWEX:
0.00%
PZRIX:
0.00%
Returns By Period
In the year-to-date period, GMWEX achieves a 17.04% return, which is significantly higher than PZRIX's 13.60% return.
GMWEX
17.04%
8.49%
15.60%
14.30%
12.43%
11.59%
4.99%
PZRIX
13.60%
7.83%
9.89%
7.79%
7.05%
11.59%
N/A
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GMWEX vs. PZRIX - Expense Ratio Comparison
GMWEX has a 1.15% expense ratio, which is higher than PZRIX's 0.00% expense ratio.
Risk-Adjusted Performance
GMWEX vs. PZRIX — Risk-Adjusted Performance Rank
GMWEX
PZRIX
GMWEX vs. PZRIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for GuideMark World ex-US Fund (GMWEX) and PIMCO RAE Global ex-US Fund (PZRIX). 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
GMWEX vs. PZRIX - Dividend Comparison
GMWEX's dividend yield for the trailing twelve months is around 2.51%, less than PZRIX's 4.74% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GMWEX GuideMark World ex-US Fund | 2.51% | 2.94% | 2.27% | 2.32% | 1.08% | 2.01% | 1.67% | 1.61% | 1.43% | 1.86% | 2.70% | 1.51% |
PZRIX PIMCO RAE Global ex-US Fund | 4.74% | 5.38% | 5.22% | 1.76% | 11.99% | 2.04% | 3.61% | 2.80% | 4.12% | 2.58% | 1.19% | 0.00% |
Drawdowns
GMWEX vs. PZRIX - Drawdown Comparison
The maximum GMWEX drawdown since its inception was -69.44%, which is greater than PZRIX's maximum drawdown of -45.00%. Use the drawdown chart below to compare losses from any high point for GMWEX and PZRIX. For additional features, visit the drawdowns tool.
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Volatility
GMWEX vs. PZRIX - Volatility Comparison
GuideMark World ex-US Fund (GMWEX) and PIMCO RAE Global ex-US Fund (PZRIX) have volatilities of 2.78% and 2.82%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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