PQIPX vs. VSMPX
Compare and contrast key facts about PIMCO Dividend and Income Fund (PQIPX) and Vanguard Total Stock Market Index Fund Institutional Plus Shares (VSMPX).
PQIPX is managed by PIMCO. It was launched on Dec 13, 2011. VSMPX is managed by Vanguard. It was launched on Apr 28, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PQIPX or VSMPX.
Correlation
The correlation between PQIPX and VSMPX is 0.78, 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
PQIPX vs. VSMPX - Performance Comparison
Key characteristics
PQIPX:
1.63
VSMPX:
0.68
PQIPX:
2.25
VSMPX:
1.06
PQIPX:
1.34
VSMPX:
1.16
PQIPX:
1.86
VSMPX:
0.69
PQIPX:
8.79
VSMPX:
2.68
PQIPX:
1.46%
VSMPX:
4.96%
PQIPX:
7.89%
VSMPX:
19.69%
PQIPX:
-33.13%
VSMPX:
-34.97%
PQIPX:
-0.38%
VSMPX:
-8.22%
Returns By Period
In the year-to-date period, PQIPX achieves a 5.68% return, which is significantly higher than VSMPX's -3.98% return. Over the past 10 years, PQIPX has underperformed VSMPX with an annualized return of 4.14%, while VSMPX has yielded a comparatively higher 11.68% annualized return.
PQIPX
5.68%
4.55%
4.07%
11.76%
12.80%
4.14%
VSMPX
-3.98%
11.56%
-2.16%
9.65%
15.68%
11.68%
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PQIPX vs. VSMPX - Expense Ratio Comparison
PQIPX has a 0.81% expense ratio, which is higher than VSMPX's 0.02% expense ratio.
Risk-Adjusted Performance
PQIPX vs. VSMPX — Risk-Adjusted Performance Rank
PQIPX
VSMPX
PQIPX vs. VSMPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Dividend and Income Fund (PQIPX) and Vanguard Total Stock Market Index Fund Institutional Plus Shares (VSMPX). 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
PQIPX vs. VSMPX - Dividend Comparison
PQIPX's dividend yield for the trailing twelve months is around 4.92%, more than VSMPX's 1.35% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PQIPX PIMCO Dividend and Income Fund | 4.92% | 5.12% | 4.49% | 5.51% | 3.96% | 2.68% | 3.80% | 3.74% | 2.70% | 3.46% | 4.59% | 3.98% |
VSMPX Vanguard Total Stock Market Index Fund Institutional Plus Shares | 1.35% | 1.27% | 1.44% | 1.67% | 1.22% | 1.43% | 1.78% | 2.05% | 1.73% | 1.95% | 1.52% | 0.00% |
Drawdowns
PQIPX vs. VSMPX - Drawdown Comparison
The maximum PQIPX drawdown since its inception was -33.13%, smaller than the maximum VSMPX drawdown of -34.97%. Use the drawdown chart below to compare losses from any high point for PQIPX and VSMPX. For additional features, visit the drawdowns tool.
Volatility
PQIPX vs. VSMPX - Volatility Comparison
The current volatility for PIMCO Dividend and Income Fund (PQIPX) is 4.12%, while Vanguard Total Stock Market Index Fund Institutional Plus Shares (VSMPX) has a volatility of 11.44%. This indicates that PQIPX experiences smaller price fluctuations and is considered to be less risky than VSMPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.