PPQZX vs. VFIFX
Compare and contrast key facts about PIMCO RealPath Blend 2050 Fund (PPQZX) and Vanguard Target Retirement 2050 Fund (VFIFX).
PPQZX is managed by PIMCO. It was launched on Dec 30, 2014. VFIFX is managed by Vanguard. It was launched on Jun 7, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PPQZX or VFIFX.
Correlation
The correlation between PPQZX and VFIFX 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. VFIFX - Performance Comparison
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Key characteristics
PPQZX:
0.66
VFIFX:
0.76
PPQZX:
1.02
VFIFX:
1.15
PPQZX:
1.15
VFIFX:
1.17
PPQZX:
0.70
VFIFX:
0.80
PPQZX:
3.01
VFIFX:
3.54
PPQZX:
3.37%
VFIFX:
3.29%
PPQZX:
15.41%
VFIFX:
15.40%
PPQZX:
-31.59%
VFIFX:
-51.68%
PPQZX:
0.00%
VFIFX:
0.00%
Returns By Period
The year-to-date returns for both investments are quite close, with PPQZX having a 5.57% return and VFIFX slightly higher at 5.74%. Both investments have delivered pretty close results over the past 10 years, with PPQZX having a 7.35% annualized return and VFIFX not far ahead at 7.52%.
PPQZX
5.57%
9.94%
3.53%
10.12%
11.23%
11.49%
7.35%
VFIFX
5.74%
10.25%
5.02%
11.64%
12.57%
10.19%
7.52%
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PPQZX vs. VFIFX - Expense Ratio Comparison
PPQZX has a 0.06% expense ratio, which is lower than VFIFX's 0.08% expense ratio. Despite the difference, 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. VFIFX — Risk-Adjusted Performance Rank
PPQZX
VFIFX
PPQZX vs. VFIFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO RealPath Blend 2050 Fund (PPQZX) and Vanguard Target Retirement 2050 Fund (VFIFX). 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.
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Dividends
PPQZX vs. VFIFX - Dividend Comparison
PPQZX's dividend yield for the trailing twelve months is around 2.92%, more than VFIFX's 2.07% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PPQZX PIMCO RealPath Blend 2050 Fund | 2.92% | 3.31% | 2.05% | 1.19% | 3.97% | 0.77% | 3.63% | 1.88% | 2.10% | 2.40% | 1.91% | 0.00% |
VFIFX Vanguard Target Retirement 2050 Fund | 2.07% | 2.19% | 2.21% | 2.13% | 2.19% | 1.63% | 2.20% | 2.43% | 1.89% | 1.93% | 2.05% | 2.01% |
Drawdowns
PPQZX vs. VFIFX - Drawdown Comparison
The maximum PPQZX drawdown since its inception was -31.59%, smaller than the maximum VFIFX drawdown of -51.68%. Use the drawdown chart below to compare losses from any high point for PPQZX and VFIFX. For additional features, visit the drawdowns tool.
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Volatility
PPQZX vs. VFIFX - Volatility Comparison
PIMCO RealPath Blend 2050 Fund (PPQZX) and Vanguard Target Retirement 2050 Fund (VFIFX) have volatilities of 3.65% and 3.63%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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