PEQIX vs. VWIAX
Compare and contrast key facts about Pioneer Equity Income Fund (PEQIX) and Vanguard Wellesley Income Fund Admiral Shares (VWIAX).
PEQIX is managed by Amundi US. It was launched on Jul 25, 1990. VWIAX is managed by Vanguard. It was launched on May 14, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PEQIX or VWIAX.
Correlation
The correlation between PEQIX and VWIAX is 0.74, 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
PEQIX vs. VWIAX - Performance Comparison
Key characteristics
PEQIX:
-0.82
VWIAX:
0.60
PEQIX:
-0.83
VWIAX:
0.80
PEQIX:
0.79
VWIAX:
1.13
PEQIX:
-0.54
VWIAX:
0.51
PEQIX:
-1.34
VWIAX:
1.78
PEQIX:
19.30%
VWIAX:
2.69%
PEQIX:
31.68%
VWIAX:
7.99%
PEQIX:
-56.80%
VWIAX:
-23.93%
PEQIX:
-44.39%
VWIAX:
-4.70%
Returns By Period
In the year-to-date period, PEQIX achieves a -4.85% return, which is significantly lower than VWIAX's 1.57% return. Over the past 10 years, PEQIX has underperformed VWIAX with an annualized return of -2.36%, while VWIAX has yielded a comparatively higher 2.97% annualized return.
PEQIX
-4.85%
-7.49%
-30.83%
-25.49%
-2.83%
-2.36%
VWIAX
1.57%
-1.03%
-2.48%
5.10%
2.49%
2.97%
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PEQIX vs. VWIAX - Expense Ratio Comparison
PEQIX has a 1.02% expense ratio, which is higher than VWIAX's 0.16% expense ratio.
Risk-Adjusted Performance
PEQIX vs. VWIAX — Risk-Adjusted Performance Rank
PEQIX
VWIAX
PEQIX vs. VWIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Pioneer Equity Income Fund (PEQIX) and Vanguard Wellesley Income Fund Admiral Shares (VWIAX). 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
PEQIX vs. VWIAX - Dividend Comparison
PEQIX's dividend yield for the trailing twelve months is around 2.55%, less than VWIAX's 3.88% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PEQIX Pioneer Equity Income Fund | 2.55% | 2.41% | 1.82% | 2.10% | 1.37% | 1.59% | 1.74% | 2.56% | 1.41% | 1.86% | 1.88% | 2.68% |
VWIAX Vanguard Wellesley Income Fund Admiral Shares | 3.88% | 3.83% | 5.80% | 3.25% | 2.55% | 2.72% | 2.97% | 3.38% | 2.92% | 3.02% | 3.18% | 3.23% |
Drawdowns
PEQIX vs. VWIAX - Drawdown Comparison
The maximum PEQIX drawdown since its inception was -56.80%, which is greater than VWIAX's maximum drawdown of -23.93%. Use the drawdown chart below to compare losses from any high point for PEQIX and VWIAX. For additional features, visit the drawdowns tool.
Volatility
PEQIX vs. VWIAX - Volatility Comparison
Pioneer Equity Income Fund (PEQIX) has a higher volatility of 12.39% compared to Vanguard Wellesley Income Fund Admiral Shares (VWIAX) at 4.51%. This indicates that PEQIX's price experiences larger fluctuations and is considered to be riskier than VWIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.