PPQZX vs. PPZRX
Compare and contrast key facts about PIMCO RealPath Blend 2050 Fund (PPQZX) and PIMCO RealPath Blend 2025 Fund (PPZRX).
PPQZX is managed by PIMCO. It was launched on Dec 30, 2014. PPZRX is managed by PIMCO. It was launched on Dec 30, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PPQZX or PPZRX.
Correlation
The correlation between PPQZX and PPZRX is 0.83, 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. PPZRX - Performance Comparison
Key characteristics
Returns By Period
PPQZX
0.21%
0.37%
-0.99%
9.71%
11.71%
7.84%
PPZRX
N/A
N/A
N/A
N/A
N/A
N/A
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PPQZX vs. PPZRX - Expense Ratio Comparison
PPQZX has a 0.06% expense ratio, which is higher than PPZRX's 0.04% 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. PPZRX — Risk-Adjusted Performance Rank
PPQZX
PPZRX
PPQZX vs. PPZRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO RealPath Blend 2050 Fund (PPQZX) and PIMCO RealPath Blend 2025 Fund (PPZRX). 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. PPZRX - Dividend Comparison
PPQZX's dividend yield for the trailing twelve months is around 4.32%, while PPZRX has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
PPQZX PIMCO RealPath Blend 2050 Fund | 4.32% | 4.55% | 2.05% | 2.43% | 5.31% | 1.28% | 3.79% | 6.75% | 2.09% | 2.40% | 2.19% |
PPZRX PIMCO RealPath Blend 2025 Fund | 3.80% | 4.69% | 3.12% | 2.59% | 4.44% | 2.82% | 3.84% | 2.35% | 2.08% | 3.06% | 2.36% |
Drawdowns
PPQZX vs. PPZRX - Drawdown Comparison
Volatility
PPQZX vs. PPZRX - Volatility Comparison
PIMCO RealPath Blend 2050 Fund (PPQZX) has a higher volatility of 10.83% compared to PIMCO RealPath Blend 2025 Fund (PPZRX) at 0.00%. This indicates that PPQZX's price experiences larger fluctuations and is considered to be riskier than PPZRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.