PIPAX vs. FIVFX
Compare and contrast key facts about PIMCO StocksPLUS® International Fund (U.S. Dollar-Hedged) Class A (PIPAX) and Fidelity International Capital Appreciation Fund (FIVFX).
PIPAX is managed by PIMCO. It was launched on Oct 31, 2003. FIVFX is managed by Fidelity. It was launched on Nov 1, 1994.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PIPAX or FIVFX.
Correlation
The correlation between PIPAX and FIVFX is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
PIPAX vs. FIVFX - Performance Comparison
Key characteristics
PIPAX:
1.19
FIVFX:
0.47
PIPAX:
1.54
FIVFX:
0.74
PIPAX:
1.23
FIVFX:
1.09
PIPAX:
1.23
FIVFX:
0.37
PIPAX:
5.95
FIVFX:
2.04
PIPAX:
2.29%
FIVFX:
3.34%
PIPAX:
11.50%
FIVFX:
14.60%
PIPAX:
-58.00%
FIVFX:
-66.32%
PIPAX:
-2.90%
FIVFX:
-12.34%
Returns By Period
In the year-to-date period, PIPAX achieves a 13.17% return, which is significantly higher than FIVFX's 4.45% return. Over the past 10 years, PIPAX has outperformed FIVFX with an annualized return of 6.77%, while FIVFX has yielded a comparatively lower 5.86% annualized return.
PIPAX
13.17%
1.05%
1.23%
14.38%
7.55%
6.77%
FIVFX
4.45%
-3.89%
-3.42%
5.40%
4.08%
5.86%
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PIPAX vs. FIVFX - Expense Ratio Comparison
PIPAX has a 1.15% expense ratio, which is higher than FIVFX's 1.00% expense ratio.
Risk-Adjusted Performance
PIPAX vs. FIVFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO StocksPLUS® International Fund (U.S. Dollar-Hedged) Class A (PIPAX) and Fidelity International Capital Appreciation Fund (FIVFX). 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
PIPAX vs. FIVFX - Dividend Comparison
PIPAX's dividend yield for the trailing twelve months is around 13.69%, while FIVFX has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PIPAX PIMCO StocksPLUS® International Fund (U.S. Dollar-Hedged) Class A | 13.69% | 9.88% | 5.75% | 7.60% | 1.44% | 9.01% | 1.46% | 7.39% | 0.79% | 8.15% | 12.09% | 5.75% |
FIVFX Fidelity International Capital Appreciation Fund | 0.00% | 0.38% | 0.05% | 0.00% | 0.17% | 0.58% | 0.47% | 0.33% | 0.68% | 1.98% | 6.09% | 0.71% |
Drawdowns
PIPAX vs. FIVFX - Drawdown Comparison
The maximum PIPAX drawdown since its inception was -58.00%, smaller than the maximum FIVFX drawdown of -66.32%. Use the drawdown chart below to compare losses from any high point for PIPAX and FIVFX. For additional features, visit the drawdowns tool.
Volatility
PIPAX vs. FIVFX - Volatility Comparison
The current volatility for PIMCO StocksPLUS® International Fund (U.S. Dollar-Hedged) Class A (PIPAX) is 3.07%, while Fidelity International Capital Appreciation Fund (FIVFX) has a volatility of 5.30%. This indicates that PIPAX experiences smaller price fluctuations and is considered to be less risky than FIVFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.