Correlation
The correlation between PKAIX and VIIIX 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.
PKAIX vs. VIIIX
Compare and contrast key facts about PIMCO RAE US Fund (PKAIX) and Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX).
PKAIX is managed by PIMCO. It was launched on Jun 5, 2015. VIIIX is managed by Vanguard. It was launched on Jul 7, 1997.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PKAIX or VIIIX.
Performance
PKAIX vs. VIIIX - Performance Comparison
Loading data...
Key characteristics
PKAIX:
0.19
VIIIX:
0.73
PKAIX:
0.32
VIIIX:
1.04
PKAIX:
1.04
VIIIX:
1.15
PKAIX:
0.13
VIIIX:
0.69
PKAIX:
0.47
VIIIX:
2.62
PKAIX:
5.38%
VIIIX:
4.92%
PKAIX:
19.44%
VIIIX:
19.77%
PKAIX:
-38.56%
VIIIX:
-55.18%
PKAIX:
-5.89%
VIIIX:
-3.42%
Returns By Period
In the year-to-date period, PKAIX achieves a 0.68% return, which is significantly lower than VIIIX's 1.05% return.
PKAIX
0.68%
5.07%
-5.21%
2.32%
11.01%
16.64%
N/A
VIIIX
1.05%
5.63%
-1.37%
13.48%
14.38%
15.92%
12.83%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PKAIX vs. VIIIX - Expense Ratio Comparison
PKAIX has a 0.40% expense ratio, which is higher than VIIIX's 0.02% expense ratio.
Risk-Adjusted Performance
PKAIX vs. VIIIX — Risk-Adjusted Performance Rank
PKAIX
VIIIX
PKAIX vs. VIIIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO RAE US Fund (PKAIX) and Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX). 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.
Loading data...
Dividends
PKAIX vs. VIIIX - Dividend Comparison
PKAIX's dividend yield for the trailing twelve months is around 12.25%, more than VIIIX's 2.55% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PKAIX PIMCO RAE US Fund | 12.25% | 18.64% | 6.76% | 8.09% | 10.03% | 3.20% | 4.90% | 6.85% | 5.85% | 5.34% | 3.49% | 0.00% |
VIIIX Vanguard Institutional Index Fund Institutional Plus Shares | 2.55% | 2.59% | 2.98% | 3.39% | 4.79% | 3.07% | 2.86% | 2.45% | 1.84% | 2.38% | 2.47% | 1.90% |
Drawdowns
PKAIX vs. VIIIX - Drawdown Comparison
The maximum PKAIX drawdown since its inception was -38.56%, smaller than the maximum VIIIX drawdown of -55.18%. Use the drawdown chart below to compare losses from any high point for PKAIX and VIIIX.
Loading data...
Volatility
PKAIX vs. VIIIX - Volatility Comparison
PIMCO RAE US Fund (PKAIX) has a higher volatility of 5.46% compared to Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX) at 4.78%. This indicates that PKAIX's price experiences larger fluctuations and is considered to be riskier than VIIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...