PEFIX vs. GQGPX
Compare and contrast key facts about PIMCO RAE PLUS EMG Fund (PEFIX) and GQG Partners Emerging Markets Equity Fund (GQGPX).
PEFIX is managed by PIMCO. It was launched on Nov 25, 2008. GQGPX is managed by GQG Partners Inc. It was launched on Dec 27, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PEFIX or GQGPX.
Correlation
The correlation between PEFIX and GQGPX is 0.67, 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
PEFIX vs. GQGPX - Performance Comparison
Key characteristics
PEFIX:
0.66
GQGPX:
-0.11
PEFIX:
0.96
GQGPX:
-0.04
PEFIX:
1.13
GQGPX:
0.99
PEFIX:
0.65
GQGPX:
-0.12
PEFIX:
1.59
GQGPX:
-0.27
PEFIX:
5.78%
GQGPX:
6.99%
PEFIX:
13.90%
GQGPX:
16.29%
PEFIX:
-51.44%
GQGPX:
-34.66%
PEFIX:
-6.19%
GQGPX:
-11.97%
Returns By Period
In the year-to-date period, PEFIX achieves a 4.55% return, which is significantly higher than GQGPX's -0.18% return.
PEFIX
4.55%
5.01%
0.35%
8.14%
7.35%
5.52%
GQGPX
-0.18%
-1.32%
-8.34%
-3.73%
6.78%
N/A
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PEFIX vs. GQGPX - Expense Ratio Comparison
PEFIX has a 1.10% expense ratio, which is lower than GQGPX's 1.22% expense ratio.
Risk-Adjusted Performance
PEFIX vs. GQGPX — Risk-Adjusted Performance Rank
PEFIX
GQGPX
PEFIX vs. GQGPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO RAE PLUS EMG Fund (PEFIX) and GQG Partners Emerging Markets Equity Fund (GQGPX). 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
PEFIX vs. GQGPX - Dividend Comparison
PEFIX's dividend yield for the trailing twelve months is around 10.20%, more than GQGPX's 1.50% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PEFIX PIMCO RAE PLUS EMG Fund | 10.20% | 10.66% | 3.94% | 8.38% | 46.03% | 8.19% | 0.37% | 4.77% | 7.08% | 4.47% | 0.00% | 0.13% |
GQGPX GQG Partners Emerging Markets Equity Fund | 1.50% | 1.50% | 2.53% | 5.52% | 2.27% | 0.15% | 2.39% | 0.59% | 0.17% | 0.00% | 0.00% | 0.00% |
Drawdowns
PEFIX vs. GQGPX - Drawdown Comparison
The maximum PEFIX drawdown since its inception was -51.44%, which is greater than GQGPX's maximum drawdown of -34.66%. Use the drawdown chart below to compare losses from any high point for PEFIX and GQGPX. For additional features, visit the drawdowns tool.
Volatility
PEFIX vs. GQGPX - Volatility Comparison
The current volatility for PIMCO RAE PLUS EMG Fund (PEFIX) is 2.79%, while GQG Partners Emerging Markets Equity Fund (GQGPX) has a volatility of 3.55%. This indicates that PEFIX experiences smaller price fluctuations and is considered to be less risky than GQGPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.