PAAIX vs. VSMGX
Compare and contrast key facts about PIMCO All Asset Fund (PAAIX) and Vanguard LifeStrategy Moderate Growth Fund (VSMGX).
PAAIX is managed by PIMCO. It was launched on Nov 5, 2002. VSMGX is managed by Vanguard. It was launched on Sep 30, 1994.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PAAIX or VSMGX.
Correlation
The correlation between PAAIX and VSMGX is 0.49, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
PAAIX vs. VSMGX - Performance Comparison
Key characteristics
PAAIX:
0.99
VSMGX:
0.39
PAAIX:
1.32
VSMGX:
0.59
PAAIX:
1.20
VSMGX:
1.09
PAAIX:
1.04
VSMGX:
0.34
PAAIX:
3.61
VSMGX:
1.12
PAAIX:
1.85%
VSMGX:
3.92%
PAAIX:
6.76%
VSMGX:
11.33%
PAAIX:
-28.22%
VSMGX:
-41.18%
PAAIX:
-1.44%
VSMGX:
-6.65%
Returns By Period
In the year-to-date period, PAAIX achieves a 2.34% return, which is significantly higher than VSMGX's 0.45% return. Both investments have delivered pretty close results over the past 10 years, with PAAIX having a 4.54% annualized return and VSMGX not far ahead at 4.64%.
PAAIX
2.34%
-0.91%
1.13%
7.06%
8.31%
4.54%
VSMGX
0.45%
-0.63%
-4.10%
4.88%
5.86%
4.64%
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PAAIX vs. VSMGX - Expense Ratio Comparison
PAAIX has a 1.40% expense ratio, which is higher than VSMGX's 0.13% expense ratio.
Risk-Adjusted Performance
PAAIX vs. VSMGX — Risk-Adjusted Performance Rank
PAAIX
VSMGX
PAAIX vs. VSMGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO All Asset Fund (PAAIX) and Vanguard LifeStrategy Moderate Growth Fund (VSMGX). 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
PAAIX vs. VSMGX - Dividend Comparison
PAAIX's dividend yield for the trailing twelve months is around 6.26%, more than VSMGX's 2.85% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PAAIX PIMCO All Asset Fund | 6.26% | 5.92% | 3.54% | 7.68% | 11.90% | 3.56% | 3.32% | 5.50% | 4.48% | 3.61% | 3.93% | 5.05% |
VSMGX Vanguard LifeStrategy Moderate Growth Fund | 2.85% | 2.86% | 2.63% | 2.10% | 1.91% | 1.71% | 2.45% | 2.65% | 2.15% | 2.22% | 2.19% | 2.10% |
Drawdowns
PAAIX vs. VSMGX - Drawdown Comparison
The maximum PAAIX drawdown since its inception was -28.22%, smaller than the maximum VSMGX drawdown of -41.18%. Use the drawdown chart below to compare losses from any high point for PAAIX and VSMGX. For additional features, visit the drawdowns tool.
Volatility
PAAIX vs. VSMGX - Volatility Comparison
The current volatility for PIMCO All Asset Fund (PAAIX) is 4.39%, while Vanguard LifeStrategy Moderate Growth Fund (VSMGX) has a volatility of 7.06%. This indicates that PAAIX experiences smaller price fluctuations and is considered to be less risky than VSMGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.