PPQZX vs. FXAIX
Compare and contrast key facts about PIMCO RealPath Blend 2050 Fund (PPQZX) and Fidelity 500 Index Fund (FXAIX).
PPQZX is managed by PIMCO. It was launched on Dec 30, 2014. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PPQZX or FXAIX.
Correlation
The correlation between PPQZX and FXAIX is 0.94, 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
PPQZX vs. FXAIX - Performance Comparison
Key characteristics
PPQZX:
1.46
FXAIX:
1.82
PPQZX:
2.00
FXAIX:
2.45
PPQZX:
1.26
FXAIX:
1.33
PPQZX:
2.31
FXAIX:
2.78
PPQZX:
7.60
FXAIX:
11.50
PPQZX:
2.08%
FXAIX:
2.04%
PPQZX:
10.79%
FXAIX:
12.82%
PPQZX:
-31.59%
FXAIX:
-33.79%
PPQZX:
-0.29%
FXAIX:
0.00%
Returns By Period
In the year-to-date period, PPQZX achieves a 4.61% return, which is significantly higher than FXAIX's 4.09% return. Over the past 10 years, PPQZX has underperformed FXAIX with an annualized return of 7.49%, while FXAIX has yielded a comparatively higher 13.15% annualized return.
PPQZX
4.61%
5.46%
6.03%
16.46%
8.20%
7.49%
FXAIX
4.09%
4.74%
11.02%
23.93%
14.40%
13.15%
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PPQZX vs. FXAIX - Expense Ratio Comparison
PPQZX has a 0.06% expense ratio, which is higher than FXAIX's 0.02% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
PPQZX vs. FXAIX — Risk-Adjusted Performance Rank
PPQZX
FXAIX
PPQZX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO RealPath Blend 2050 Fund (PPQZX) and Fidelity 500 Index Fund (FXAIX). 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
PPQZX vs. FXAIX - Dividend Comparison
PPQZX's dividend yield for the trailing twelve months is around 3.16%, more than FXAIX's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PPQZX PIMCO RealPath Blend 2050 Fund | 3.16% | 3.31% | 2.05% | 1.19% | 3.97% | 0.77% | 3.63% | 1.88% | 2.10% | 2.40% | 1.91% | 0.00% |
FXAIX Fidelity 500 Index Fund | 1.20% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
PPQZX vs. FXAIX - Drawdown Comparison
The maximum PPQZX drawdown since its inception was -31.59%, smaller than the maximum FXAIX drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for PPQZX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
PPQZX vs. FXAIX - Volatility Comparison
The current volatility for PIMCO RealPath Blend 2050 Fund (PPQZX) is 2.95%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 3.62%. This indicates that PPQZX experiences smaller price fluctuations and is considered to be less risky than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.