Correlation
The correlation between PFUIX and VDIGX is 0.08, 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.
PFUIX vs. VDIGX
Compare and contrast key facts about PIMCO International Bond Fund (Unhedged) (PFUIX) and Vanguard Dividend Growth Fund (VDIGX).
PFUIX is managed by PIMCO. It was launched on Apr 29, 2004. VDIGX is managed by Vanguard. It was launched on May 15, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PFUIX or VDIGX.
Performance
PFUIX vs. VDIGX - Performance Comparison
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Key characteristics
PFUIX:
1.44
VDIGX:
0.55
PFUIX:
2.07
VDIGX:
0.68
PFUIX:
1.24
VDIGX:
1.09
PFUIX:
0.41
VDIGX:
0.41
PFUIX:
3.65
VDIGX:
1.35
PFUIX:
2.63%
VDIGX:
4.26%
PFUIX:
7.28%
VDIGX:
14.58%
PFUIX:
-32.18%
VDIGX:
-45.23%
PFUIX:
-15.22%
VDIGX:
-4.05%
Returns By Period
In the year-to-date period, PFUIX achieves a 7.54% return, which is significantly higher than VDIGX's 1.81% return. Over the past 10 years, PFUIX has underperformed VDIGX with an annualized return of 1.10%, while VDIGX has yielded a comparatively higher 10.49% annualized return.
PFUIX
7.54%
-0.03%
6.03%
10.35%
1.49%
-0.13%
1.10%
VDIGX
1.81%
4.26%
-2.64%
7.90%
6.38%
11.17%
10.49%
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PFUIX vs. VDIGX - Expense Ratio Comparison
PFUIX has a 0.50% expense ratio, which is higher than VDIGX's 0.27% expense ratio.
Risk-Adjusted Performance
PFUIX vs. VDIGX — Risk-Adjusted Performance Rank
PFUIX
VDIGX
PFUIX vs. VDIGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO International Bond Fund (Unhedged) (PFUIX) and Vanguard Dividend Growth Fund (VDIGX). 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.
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Dividends
PFUIX vs. VDIGX - Dividend Comparison
PFUIX's dividend yield for the trailing twelve months is around 4.16%, less than VDIGX's 13.37% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PFUIX PIMCO International Bond Fund (Unhedged) | 4.16% | 4.10% | 3.22% | 3.42% | 4.10% | 1.57% | 2.29% | 4.40% | 1.41% | 2.01% | 1.94% | 2.67% |
VDIGX Vanguard Dividend Growth Fund | 13.37% | 11.96% | 2.29% | 6.06% | 5.45% | 2.83% | 4.70% | 8.84% | 5.16% | 2.86% | 5.69% | 3.41% |
Drawdowns
PFUIX vs. VDIGX - Drawdown Comparison
The maximum PFUIX drawdown since its inception was -32.18%, smaller than the maximum VDIGX drawdown of -45.23%. Use the drawdown chart below to compare losses from any high point for PFUIX and VDIGX.
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Volatility
PFUIX vs. VDIGX - Volatility Comparison
The current volatility for PIMCO International Bond Fund (Unhedged) (PFUIX) is 2.45%, while Vanguard Dividend Growth Fund (VDIGX) has a volatility of 4.25%. This indicates that PFUIX experiences smaller price fluctuations and is considered to be less risky than VDIGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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