PFIUX vs. VMFXX
Compare and contrast key facts about PIMCO Dynamic Bond Fund (PFIUX) and Vanguard Federal Money Market Fund (VMFXX).
PFIUX is managed by PIMCO. It was launched on Jun 29, 2008. VMFXX is managed by Vanguard. It was launched on Sep 1, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PFIUX or VMFXX.
Key characteristics
| PFIUX | VMFXX | |
|---|---|---|
| YTD Return | 6.31% | 4.46% |
| 1Y Return | 10.65% | 5.39% |
| 3Y Return (Ann) | 2.06% | 3.69% |
| 5Y Return (Ann) | 2.62% | 2.35% |
| 10Y Return (Ann) | 2.87% | 1.57% |
| Sharpe Ratio | 4.36 | 3.63 |
| Ulcer Index | 0.25% | 0.00% |
| Daily Std Dev | 2.45% | 1.48% |
| Max Drawdown | -10.10% | 0.00% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between PFIUX and VMFXX is 0.19, 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
PFIUX vs. VMFXX - Performance Comparison
In the year-to-date period, PFIUX achieves a 6.31% return, which is significantly higher than VMFXX's 4.46% return. Over the past 10 years, PFIUX has outperformed VMFXX with an annualized return of 2.87%, while VMFXX has yielded a comparatively lower 1.57% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PFIUX vs. VMFXX - Expense Ratio Comparison
PFIUX has a 0.81% expense ratio, which is higher than VMFXX's 0.00% expense ratio.
Risk-Adjusted Performance
PFIUX vs. VMFXX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Dynamic Bond Fund (PFIUX) and Vanguard Federal Money Market Fund (VMFXX). 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
PFIUX vs. VMFXX - Dividend Comparison
PFIUX's dividend yield for the trailing twelve months is around 5.51%, more than VMFXX's 5.24% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PFIUX PIMCO Dynamic Bond Fund | 5.51% | 4.12% | 4.33% | 2.03% | 3.45% | 5.16% | 3.48% | 4.69% | 2.32% | 6.09% | 1.98% | 0.87% |
VMFXX Vanguard Federal Money Market Fund | 5.24% | 4.97% | 1.54% | 0.01% | 0.45% | 2.12% | 1.61% | 0.50% | 0.00% | 0.00% | 0.00% | 0.01% |
Drawdowns
PFIUX vs. VMFXX - Drawdown Comparison
The maximum PFIUX drawdown since its inception was -10.10%, which is greater than VMFXX's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for PFIUX and VMFXX. For additional features, visit the drawdowns tool.
Volatility
PFIUX vs. VMFXX - Volatility Comparison
PIMCO Dynamic Bond Fund (PFIUX) has a higher volatility of 0.60% compared to Vanguard Federal Money Market Fund (VMFXX) at 0.41%. This indicates that PFIUX's price experiences larger fluctuations and is considered to be riskier than VMFXX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.