PFIIX vs. VTAPX
Compare and contrast key facts about PIMCO Low Duration Income Fund (PFIIX) and Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares (VTAPX).
PFIIX is managed by PIMCO. It was launched on Jul 30, 2004. VTAPX is managed by Vanguard. It was launched on Oct 16, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PFIIX or VTAPX.
Correlation
The correlation between PFIIX and VTAPX is 0.23, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
PFIIX vs. VTAPX - Performance Comparison
Key characteristics
PFIIX:
3.35
VTAPX:
4.14
PFIIX:
5.49
VTAPX:
6.50
PFIIX:
1.82
VTAPX:
1.94
PFIIX:
7.09
VTAPX:
8.62
PFIIX:
22.37
VTAPX:
25.99
PFIIX:
0.40%
VTAPX:
0.27%
PFIIX:
2.65%
VTAPX:
1.66%
PFIIX:
-29.16%
VTAPX:
-5.33%
PFIIX:
0.00%
VTAPX:
0.00%
Returns By Period
The year-to-date returns for both stocks are quite close, with PFIIX having a 2.10% return and VTAPX slightly lower at 2.06%. Over the past 10 years, PFIIX has outperformed VTAPX with an annualized return of 4.29%, while VTAPX has yielded a comparatively lower 2.68% annualized return.
PFIIX
2.10%
1.34%
3.61%
8.13%
3.94%
4.29%
VTAPX
2.06%
1.27%
2.97%
6.35%
3.56%
2.68%
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PFIIX vs. VTAPX - Expense Ratio Comparison
PFIIX has a 0.50% expense ratio, which is higher than VTAPX's 0.06% expense ratio.
Risk-Adjusted Performance
PFIIX vs. VTAPX — Risk-Adjusted Performance Rank
PFIIX
VTAPX
PFIIX vs. VTAPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Low Duration Income Fund (PFIIX) and Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares (VTAPX). 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
PFIIX vs. VTAPX - Dividend Comparison
PFIIX's dividend yield for the trailing twelve months is around 5.51%, more than VTAPX's 2.62% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PFIIX PIMCO Low Duration Income Fund | 5.51% | 5.95% | 4.99% | 6.32% | 3.06% | 3.46% | 4.76% | 3.21% | 3.15% | 3.78% | 5.37% | 5.15% |
VTAPX Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares | 2.62% | 2.68% | 2.84% | 6.82% | 4.68% | 1.19% | 1.94% | 2.45% | 1.52% | 0.76% | 0.00% | 0.82% |
Drawdowns
PFIIX vs. VTAPX - Drawdown Comparison
The maximum PFIIX drawdown since its inception was -29.16%, which is greater than VTAPX's maximum drawdown of -5.33%. Use the drawdown chart below to compare losses from any high point for PFIIX and VTAPX. For additional features, visit the drawdowns tool.
Volatility
PFIIX vs. VTAPX - Volatility Comparison
PIMCO Low Duration Income Fund (PFIIX) has a higher volatility of 0.59% compared to Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares (VTAPX) at 0.41%. This indicates that PFIIX's price experiences larger fluctuations and is considered to be riskier than VTAPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.