PDGZX vs. VFIAX
Compare and contrast key facts about PIMCO RealPath Blend 2035 Fund (PDGZX) and Vanguard 500 Index Fund Admiral Shares (VFIAX).
PDGZX is managed by PIMCO. It was launched on Dec 30, 2014. VFIAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PDGZX or VFIAX.
Correlation
The correlation between PDGZX and VFIAX is 0.92, 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
PDGZX vs. VFIAX - Performance Comparison
Key characteristics
PDGZX:
1.73
VFIAX:
1.96
PDGZX:
2.42
VFIAX:
2.63
PDGZX:
1.31
VFIAX:
1.36
PDGZX:
2.44
VFIAX:
2.97
PDGZX:
8.62
VFIAX:
12.30
PDGZX:
1.72%
VFIAX:
2.04%
PDGZX:
8.58%
VFIAX:
12.79%
PDGZX:
-27.25%
VFIAX:
-55.20%
PDGZX:
0.00%
VFIAX:
0.00%
Returns By Period
The year-to-date returns for both investments are quite close, with PDGZX having a 4.01% return and VFIAX slightly higher at 4.11%. Over the past 10 years, PDGZX has underperformed VFIAX with an annualized return of 6.48%, while VFIAX has yielded a comparatively higher 13.28% annualized return.
PDGZX
4.01%
2.85%
4.50%
13.34%
6.38%
6.48%
VFIAX
4.11%
2.86%
10.78%
23.17%
14.34%
13.28%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PDGZX vs. VFIAX - Expense Ratio Comparison
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%.
Risk-Adjusted Performance
PDGZX vs. VFIAX — Risk-Adjusted Performance Rank
PDGZX
VFIAX
PDGZX vs. VFIAX - Risk-Adjusted Performance Comparison
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.
Dividends
PDGZX vs. VFIAX - Dividend Comparison
PDGZX's dividend yield for the trailing twelve months is around 3.64%, more than VFIAX's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PDGZX PIMCO RealPath Blend 2035 Fund | 3.64% | 3.79% | 2.48% | 1.99% | 3.83% | 1.44% | 3.54% | 2.06% | 2.17% | 2.72% | 2.09% | 0.00% |
VFIAX Vanguard 500 Index Fund Admiral Shares | 1.19% | 1.24% | 1.45% | 1.68% | 1.24% | 1.53% | 1.87% | 2.05% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
PDGZX vs. VFIAX - Drawdown Comparison
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. For additional features, visit the drawdowns tool.
Volatility
PDGZX vs. VFIAX - Volatility Comparison
The current volatility for PIMCO RealPath Blend 2035 Fund (PDGZX) is 2.11%, while Vanguard 500 Index Fund Admiral Shares (VFIAX) has a volatility of 3.21%. 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.