PDGZX vs. VTTHX
Compare and contrast key facts about PIMCO RealPath Blend 2035 Fund (PDGZX) and Vanguard Target Retirement 2035 Fund (VTTHX).
PDGZX is managed by PIMCO. It was launched on Dec 30, 2014. VTTHX is managed by Vanguard. It was launched on Oct 27, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PDGZX or VTTHX.
Correlation
The correlation between PDGZX and VTTHX is 0.97, 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. VTTHX - Performance Comparison
Key characteristics
PDGZX:
1.40
VTTHX:
1.45
PDGZX:
1.96
VTTHX:
2.02
PDGZX:
1.25
VTTHX:
1.26
PDGZX:
1.85
VTTHX:
0.72
PDGZX:
7.02
VTTHX:
7.68
PDGZX:
1.73%
VTTHX:
1.64%
PDGZX:
8.67%
VTTHX:
8.71%
PDGZX:
-27.25%
VTTHX:
-51.76%
PDGZX:
-1.13%
VTTHX:
-6.17%
Returns By Period
The year-to-date returns for both stocks are quite close, with PDGZX having a 2.81% return and VTTHX slightly lower at 2.71%. Over the past 10 years, PDGZX has outperformed VTTHX with an annualized return of 6.35%, while VTTHX has yielded a comparatively lower 5.27% annualized return.
PDGZX
2.81%
4.06%
4.45%
13.54%
6.09%
6.35%
VTTHX
2.71%
3.88%
5.29%
13.83%
3.47%
5.27%
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PDGZX vs. VTTHX - Expense Ratio Comparison
PDGZX has a 0.05% expense ratio, which is lower than VTTHX's 0.08% expense ratio. Despite the difference, 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. VTTHX — Risk-Adjusted Performance Rank
PDGZX
VTTHX
PDGZX vs. VTTHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO RealPath Blend 2035 Fund (PDGZX) and Vanguard Target Retirement 2035 Fund (VTTHX). 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. VTTHX - Dividend Comparison
PDGZX's dividend yield for the trailing twelve months is around 3.69%, more than VTTHX's 2.52% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PDGZX PIMCO RealPath Blend 2035 Fund | 3.69% | 3.79% | 2.48% | 1.99% | 3.83% | 1.44% | 3.54% | 2.06% | 2.17% | 2.72% | 2.09% | 0.00% |
VTTHX Vanguard Target Retirement 2035 Fund | 2.52% | 2.59% | 2.48% | 2.08% | 2.34% | 1.62% | 2.33% | 2.47% | 1.98% | 2.01% | 2.20% | 2.06% |
Drawdowns
PDGZX vs. VTTHX - Drawdown Comparison
The maximum PDGZX drawdown since its inception was -27.25%, smaller than the maximum VTTHX drawdown of -51.76%. Use the drawdown chart below to compare losses from any high point for PDGZX and VTTHX. For additional features, visit the drawdowns tool.
Volatility
PDGZX vs. VTTHX - Volatility Comparison
PIMCO RealPath Blend 2035 Fund (PDGZX) and Vanguard Target Retirement 2035 Fund (VTTHX) have volatilities of 2.26% and 2.34%, 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.