Correlation
The correlation between PQIPX and VQNPX is 0.80, 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.
PQIPX vs. VQNPX
Compare and contrast key facts about PIMCO Dividend and Income Fund (PQIPX) and Vanguard Growth and Income Fund Investor Shares (VQNPX).
PQIPX is managed by PIMCO. It was launched on Dec 13, 2011. VQNPX is managed by Vanguard. It was launched on Dec 10, 1986.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PQIPX or VQNPX.
Performance
PQIPX vs. VQNPX - Performance Comparison
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Key characteristics
PQIPX:
1.57
VQNPX:
0.59
PQIPX:
2.09
VQNPX:
0.94
PQIPX:
1.31
VQNPX:
1.14
PQIPX:
1.74
VQNPX:
0.61
PQIPX:
8.33
VQNPX:
2.23
PQIPX:
1.44%
VQNPX:
5.37%
PQIPX:
7.96%
VQNPX:
20.22%
PQIPX:
-33.13%
VQNPX:
-56.93%
PQIPX:
0.00%
VQNPX:
-3.38%
Returns By Period
In the year-to-date period, PQIPX achieves a 7.38% return, which is significantly higher than VQNPX's 1.14% return. Over the past 10 years, PQIPX has underperformed VQNPX with an annualized return of 5.14%, while VQNPX has yielded a comparatively higher 12.61% annualized return.
PQIPX
7.38%
2.23%
5.41%
12.37%
8.49%
11.66%
5.14%
VQNPX
1.14%
7.79%
-1.20%
11.89%
13.72%
16.21%
12.61%
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PQIPX vs. VQNPX - Expense Ratio Comparison
PQIPX has a 0.81% expense ratio, which is higher than VQNPX's 0.32% expense ratio.
Risk-Adjusted Performance
PQIPX vs. VQNPX — Risk-Adjusted Performance Rank
PQIPX
VQNPX
PQIPX vs. VQNPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Dividend and Income Fund (PQIPX) and Vanguard Growth and Income Fund Investor Shares (VQNPX). 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
PQIPX vs. VQNPX - Dividend Comparison
PQIPX's dividend yield for the trailing twelve months is around 4.84%, less than VQNPX's 11.43% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PQIPX PIMCO Dividend and Income Fund | 4.84% | 5.11% | 4.48% | 5.51% | 3.96% | 2.69% | 3.79% | 3.73% | 2.69% | 3.46% | 12.20% | 6.74% |
VQNPX Vanguard Growth and Income Fund Investor Shares | 11.43% | 11.56% | 8.60% | 9.69% | 15.16% | 6.53% | 4.10% | 7.92% | 5.76% | 6.90% | 7.60% | 7.89% |
Drawdowns
PQIPX vs. VQNPX - Drawdown Comparison
The maximum PQIPX drawdown since its inception was -33.13%, smaller than the maximum VQNPX drawdown of -56.93%. Use the drawdown chart below to compare losses from any high point for PQIPX and VQNPX.
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Volatility
PQIPX vs. VQNPX - Volatility Comparison
The current volatility for PIMCO Dividend and Income Fund (PQIPX) is 1.73%, while Vanguard Growth and Income Fund Investor Shares (VQNPX) has a volatility of 4.45%. This indicates that PQIPX experiences smaller price fluctuations and is considered to be less risky than VQNPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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