PEMIX vs. VBTLX
Compare and contrast key facts about PIMCO Emerging Markets Corporate Bond Fund (PEMIX) and Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX).
PEMIX is managed by PIMCO. It was launched on Jun 30, 2009. VBTLX is managed by Vanguard. It was launched on Nov 12, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PEMIX or VBTLX.
Correlation
The correlation between PEMIX and VBTLX is 0.43, 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
PEMIX vs. VBTLX - Performance Comparison
Key characteristics
PEMIX:
2.88
VBTLX:
0.74
PEMIX:
4.99
VBTLX:
1.10
PEMIX:
1.66
VBTLX:
1.13
PEMIX:
0.81
VBTLX:
0.28
PEMIX:
11.10
VBTLX:
1.86
PEMIX:
0.71%
VBTLX:
2.09%
PEMIX:
2.75%
VBTLX:
5.22%
PEMIX:
-22.63%
VBTLX:
-19.05%
PEMIX:
-2.48%
VBTLX:
-8.68%
Returns By Period
In the year-to-date period, PEMIX achieves a 1.51% return, which is significantly higher than VBTLX's 0.75% return. Over the past 10 years, PEMIX has outperformed VBTLX with an annualized return of 3.34%, while VBTLX has yielded a comparatively lower 1.32% annualized return.
PEMIX
1.51%
1.51%
2.51%
7.92%
0.55%
3.34%
VBTLX
0.75%
0.86%
-1.32%
4.09%
-0.73%
1.32%
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PEMIX vs. VBTLX - Expense Ratio Comparison
PEMIX has a 0.90% expense ratio, which is higher than VBTLX's 0.05% expense ratio.
Risk-Adjusted Performance
PEMIX vs. VBTLX — Risk-Adjusted Performance Rank
PEMIX
VBTLX
PEMIX vs. VBTLX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Emerging Markets Corporate Bond Fund (PEMIX) and Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX). 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
PEMIX vs. VBTLX - Dividend Comparison
PEMIX's dividend yield for the trailing twelve months is around 5.47%, more than VBTLX's 3.71% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PEMIX PIMCO Emerging Markets Corporate Bond Fund | 5.47% | 5.46% | 4.85% | 3.97% | 3.42% | 3.79% | 4.55% | 4.99% | 4.33% | 4.62% | 5.32% | 4.80% |
VBTLX Vanguard Total Bond Market Index Fund Admiral Shares | 3.71% | 3.69% | 3.11% | 2.51% | 1.90% | 2.23% | 2.74% | 2.78% | 2.51% | 2.49% | 2.48% | 2.55% |
Drawdowns
PEMIX vs. VBTLX - Drawdown Comparison
The maximum PEMIX drawdown since its inception was -22.63%, which is greater than VBTLX's maximum drawdown of -19.05%. Use the drawdown chart below to compare losses from any high point for PEMIX and VBTLX. For additional features, visit the drawdowns tool.
Volatility
PEMIX vs. VBTLX - Volatility Comparison
The current volatility for PIMCO Emerging Markets Corporate Bond Fund (PEMIX) is 0.71%, while Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX) has a volatility of 1.39%. This indicates that PEMIX experiences smaller price fluctuations and is considered to be less risky than VBTLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.