PIGIX vs. VGWAX
Compare and contrast key facts about PIMCO Investment Grade Credit Bond Fund (PIGIX) and Vanguard Global Wellington Fund Admiral Shares (VGWAX).
PIGIX is managed by PIMCO. It was launched on Apr 28, 2000. VGWAX is managed by Vanguard. It was launched on Nov 2, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PIGIX or VGWAX.
Correlation
The correlation between PIGIX and VGWAX 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.
Performance
PIGIX vs. VGWAX - Performance Comparison
Key characteristics
PIGIX:
1.40
VGWAX:
0.22
PIGIX:
2.07
VGWAX:
0.34
PIGIX:
1.25
VGWAX:
1.06
PIGIX:
0.57
VGWAX:
0.22
PIGIX:
4.39
VGWAX:
0.64
PIGIX:
1.81%
VGWAX:
3.68%
PIGIX:
5.67%
VGWAX:
10.71%
PIGIX:
-22.95%
VGWAX:
-25.28%
PIGIX:
-6.51%
VGWAX:
-5.48%
Returns By Period
In the year-to-date period, PIGIX achieves a 2.17% return, which is significantly lower than VGWAX's 2.35% return.
PIGIX
2.17%
0.16%
1.77%
8.56%
0.59%
2.22%
VGWAX
2.35%
-1.90%
-3.97%
2.42%
7.67%
N/A
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PIGIX vs. VGWAX - Expense Ratio Comparison
PIGIX has a 0.51% expense ratio, which is higher than VGWAX's 0.29% expense ratio.
Risk-Adjusted Performance
PIGIX vs. VGWAX — Risk-Adjusted Performance Rank
PIGIX
VGWAX
PIGIX vs. VGWAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Investment Grade Credit Bond Fund (PIGIX) and Vanguard Global Wellington Fund Admiral Shares (VGWAX). 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
PIGIX vs. VGWAX - Dividend Comparison
PIGIX's dividend yield for the trailing twelve months is around 4.45%, more than VGWAX's 3.30% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PIGIX PIMCO Investment Grade Credit Bond Fund | 4.45% | 4.36% | 3.82% | 4.06% | 3.67% | 3.42% | 3.94% | 4.06% | 3.71% | 3.92% | 5.02% | 3.91% |
VGWAX Vanguard Global Wellington Fund Admiral Shares | 3.30% | 3.32% | 2.62% | 2.05% | 1.80% | 1.64% | 1.92% | 2.42% | 0.23% | 0.00% | 0.00% | 0.00% |
Drawdowns
PIGIX vs. VGWAX - Drawdown Comparison
The maximum PIGIX drawdown since its inception was -22.95%, smaller than the maximum VGWAX drawdown of -25.28%. Use the drawdown chart below to compare losses from any high point for PIGIX and VGWAX. For additional features, visit the drawdowns tool.
Volatility
PIGIX vs. VGWAX - Volatility Comparison
The current volatility for PIMCO Investment Grade Credit Bond Fund (PIGIX) is 2.62%, while Vanguard Global Wellington Fund Admiral Shares (VGWAX) has a volatility of 6.44%. This indicates that PIGIX experiences smaller price fluctuations and is considered to be less risky than VGWAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.