PDGZX vs. VFIAX

In the year-to-date period, PDGZX achieves a 4.19% return, which is significantly higher than VFIAX's 1.04% return. Over the past 10 years, PDGZX has underperformed VFIAX with an annualized return of 7.25%, while VFIAX has yielded a comparatively higher 12.80% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

PDGZX has a 0.05% expense ratio, which is higher than VFIAX's 0.04% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for PIMCO RealPath Blend 2035 Fund (PDGZX) and Vanguard 500 Index Fund Admiral Shares (VFIAX). 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.

The current PDGZX Sharpe Ratio is 0.89, which is comparable to the VFIAX Sharpe Ratio of 0.73. The chart below compares the historical Sharpe Ratios of PDGZX and VFIAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

PDGZX's dividend yield for the trailing twelve months is around 3.80%, more than VFIAX's 1.28% yield.

The maximum PDGZX drawdown since its inception was -27.25%, smaller than the maximum VFIAX drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for PDGZX and VFIAX.

The current volatility for PIMCO RealPath Blend 2035 Fund (PDGZX) is 2.68%, while Vanguard 500 Index Fund Admiral Shares (VFIAX) has a volatility of 4.77%. This indicates that PDGZX experiences smaller price fluctuations and is considered to be less risky than VFIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.