PIPAX vs. VWILX
Compare and contrast key facts about PIMCO StocksPLUS® International Fund (U.S. Dollar-Hedged) Class A (PIPAX) and Vanguard International Growth Fund Admiral Shares (VWILX).
PIPAX is managed by PIMCO. It was launched on Oct 31, 2003. VWILX is managed by Vanguard. It was launched on Aug 13, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PIPAX or VWILX.
Key characteristics
| PIPAX | VWILX | |
|---|---|---|
| YTD Return | 12.29% | 12.15% |
| 1Y Return | 17.14% | 19.14% |
| 3Y Return (Ann) | 5.02% | -5.73% |
| 5Y Return (Ann) | 7.45% | 8.64% |
| 10Y Return (Ann) | 6.81% | 8.64% |
| Sharpe Ratio | 1.66 | 1.20 |
| Sortino Ratio | 2.12 | 1.73 |
| Omega Ratio | 1.33 | 1.22 |
| Calmar Ratio | 1.70 | 0.57 |
| Martin Ratio | 8.59 | 7.01 |
| Ulcer Index | 2.20% | 2.82% |
| Daily Std Dev | 11.37% | 16.52% |
| Max Drawdown | -58.00% | -59.49% |
| Current Drawdown | -3.41% | -21.66% |
Correlation
The correlation between PIPAX and VWILX 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. VWILX - Performance Comparison
The year-to-date returns for both stocks are quite close, with PIPAX having a 12.29% return and VWILX slightly lower at 12.15%. Over the past 10 years, PIPAX has underperformed VWILX with an annualized return of 6.81%, while VWILX has yielded a comparatively higher 8.64% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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PIPAX vs. VWILX - Expense Ratio Comparison
PIPAX has a 1.15% expense ratio, which is higher than VWILX's 0.32% expense ratio.
Risk-Adjusted Performance
PIPAX vs. VWILX - 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 Vanguard International Growth Fund Admiral Shares (VWILX). 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. VWILX - Dividend Comparison
PIPAX's dividend yield for the trailing twelve months is around 13.80%, more than VWILX's 0.99% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PIPAX PIMCO StocksPLUS® International Fund (U.S. Dollar-Hedged) Class A | 13.80% | 9.88% | 5.75% | 7.60% | 1.44% | 9.01% | 1.46% | 7.39% | 0.79% | 8.15% | 12.09% | 5.75% |
VWILX Vanguard International Growth Fund Admiral Shares | 0.99% | 1.10% | 1.50% | 1.08% | 0.31% | 1.30% | 1.79% | 0.84% | 1.42% | 1.53% | 2.46% | 1.58% |
Drawdowns
PIPAX vs. VWILX - Drawdown Comparison
The maximum PIPAX drawdown since its inception was -58.00%, roughly equal to the maximum VWILX drawdown of -59.49%. Use the drawdown chart below to compare losses from any high point for PIPAX and VWILX. For additional features, visit the drawdowns tool.
Volatility
PIPAX vs. VWILX - Volatility Comparison
The current volatility for PIMCO StocksPLUS® International Fund (U.S. Dollar-Hedged) Class A (PIPAX) is 2.59%, while Vanguard International Growth Fund Admiral Shares (VWILX) has a volatility of 3.46%. This indicates that PIPAX experiences smaller price fluctuations and is considered to be less risky than VWILX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.