PGINX vs. VFIAX
Compare and contrast key facts about Impax Global Environmental Markets Fund Institutional Class (PGINX) and Vanguard 500 Index Fund Admiral Shares (VFIAX).
PGINX is managed by Pax World. It was launched on Mar 27, 2008. VFIAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PGINX or VFIAX.
Correlation
The correlation between PGINX and VFIAX is 0.87, 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
PGINX vs. VFIAX - Performance Comparison
Key characteristics
PGINX:
0.40
VFIAX:
1.81
PGINX:
0.64
VFIAX:
2.44
PGINX:
1.08
VFIAX:
1.33
PGINX:
0.45
VFIAX:
2.75
PGINX:
1.27
VFIAX:
11.39
PGINX:
4.50%
VFIAX:
2.04%
PGINX:
14.37%
VFIAX:
12.86%
PGINX:
-52.48%
VFIAX:
-55.20%
PGINX:
-8.76%
VFIAX:
-1.49%
Returns By Period
In the year-to-date period, PGINX achieves a 3.82% return, which is significantly higher than VFIAX's 2.55% return. Over the past 10 years, PGINX has underperformed VFIAX with an annualized return of 7.49%, while VFIAX has yielded a comparatively higher 13.30% annualized return.
PGINX
3.82%
2.29%
-1.00%
4.97%
7.43%
7.49%
VFIAX
2.55%
1.89%
13.48%
22.17%
14.37%
13.30%
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PGINX vs. VFIAX - Expense Ratio Comparison
PGINX has a 0.90% expense ratio, which is higher than VFIAX's 0.04% expense ratio.
Risk-Adjusted Performance
PGINX vs. VFIAX — Risk-Adjusted Performance Rank
PGINX
VFIAX
PGINX vs. VFIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Impax Global Environmental Markets Fund Institutional Class (PGINX) and Vanguard 500 Index Fund Admiral Shares (VFIAX). 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
PGINX vs. VFIAX - Dividend Comparison
PGINX's dividend yield for the trailing twelve months is around 0.55%, less than VFIAX's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PGINX Impax Global Environmental Markets Fund Institutional Class | 0.55% | 0.57% | 0.74% | 0.32% | 0.72% | 0.60% | 0.86% | 1.21% | 0.57% | 0.76% | 0.48% | 1.25% |
VFIAX Vanguard 500 Index Fund Admiral Shares | 1.20% | 1.24% | 1.45% | 1.68% | 1.24% | 1.53% | 1.87% | 2.05% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
PGINX vs. VFIAX - Drawdown Comparison
The maximum PGINX drawdown since its inception was -52.48%, roughly equal to the maximum VFIAX drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for PGINX and VFIAX. For additional features, visit the drawdowns tool.
Volatility
PGINX vs. VFIAX - Volatility Comparison
Impax Global Environmental Markets Fund Institutional Class (PGINX) has a higher volatility of 4.32% compared to Vanguard 500 Index Fund Admiral Shares (VFIAX) at 3.85%. This indicates that PGINX's price experiences larger fluctuations and is considered to be riskier than VFIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.