PPZRX vs. VTTVX
Compare and contrast key facts about PIMCO RealPath Blend 2025 Fund (PPZRX) and Vanguard Target Retirement 2025 Fund (VTTVX).
PPZRX is managed by PIMCO. It was launched on Dec 30, 2014. VTTVX is managed by Vanguard. It was launched on Oct 27, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PPZRX or VTTVX.
Correlation
The correlation between PPZRX and VTTVX is 0.93, 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
PPZRX vs. VTTVX - Performance Comparison
Key characteristics
PPZRX:
0.51
VTTVX:
0.80
PPZRX:
0.72
VTTVX:
1.03
PPZRX:
1.10
VTTVX:
1.17
PPZRX:
0.31
VTTVX:
0.39
PPZRX:
1.26
VTTVX:
2.75
PPZRX:
2.62%
VTTVX:
2.43%
PPZRX:
6.50%
VTTVX:
8.33%
PPZRX:
-23.53%
VTTVX:
-46.03%
PPZRX:
-6.69%
VTTVX:
-11.08%
Returns By Period
In the year-to-date period, PPZRX achieves a -1.17% return, which is significantly lower than VTTVX's 3.05% return. Over the past 10 years, PPZRX has outperformed VTTVX with an annualized return of 4.47%, while VTTVX has yielded a comparatively lower 3.53% annualized return.
PPZRX
-1.17%
0.00%
-4.39%
3.39%
2.83%
4.47%
VTTVX
3.05%
2.18%
-1.19%
6.98%
1.26%
3.53%
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PPZRX vs. VTTVX - Expense Ratio Comparison
PPZRX has a 0.04% expense ratio, which is lower than VTTVX'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
PPZRX vs. VTTVX — Risk-Adjusted Performance Rank
PPZRX
VTTVX
PPZRX vs. VTTVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO RealPath Blend 2025 Fund (PPZRX) and Vanguard Target Retirement 2025 Fund (VTTVX). 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
PPZRX vs. VTTVX - Dividend Comparison
PPZRX's dividend yield for the trailing twelve months is around 2.90%, more than VTTVX's 2.87% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PPZRX PIMCO RealPath Blend 2025 Fund | 2.90% | 2.87% | 3.12% | 2.59% | 4.44% | 2.82% | 3.84% | 2.35% | 2.08% | 3.06% | 2.36% | 0.00% |
VTTVX Vanguard Target Retirement 2025 Fund | 2.87% | 2.96% | 2.75% | 2.21% | 2.16% | 1.65% | 2.37% | 2.55% | 1.99% | 2.00% | 2.19% | 1.95% |
Drawdowns
PPZRX vs. VTTVX - Drawdown Comparison
The maximum PPZRX drawdown since its inception was -23.53%, smaller than the maximum VTTVX drawdown of -46.03%. Use the drawdown chart below to compare losses from any high point for PPZRX and VTTVX. For additional features, visit the drawdowns tool.
Volatility
PPZRX vs. VTTVX - Volatility Comparison
The current volatility for PIMCO RealPath Blend 2025 Fund (PPZRX) is 0.00%, while Vanguard Target Retirement 2025 Fund (VTTVX) has a volatility of 1.68%. This indicates that PPZRX experiences smaller price fluctuations and is considered to be less risky than VTTVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.