PRQZX vs. VFIAX
Compare and contrast key facts about PIMCO RealPath Blend 2055 Fund (PRQZX) and Vanguard 500 Index Fund Admiral Shares (VFIAX).
PRQZX is managed by PIMCO. It was launched on Dec 30, 2014. VFIAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PRQZX or VFIAX.
Correlation
The correlation between PRQZX and VFIAX 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
PRQZX vs. VFIAX - Performance Comparison
Key characteristics
PRQZX:
1.64
VFIAX:
1.90
PRQZX:
2.25
VFIAX:
2.55
PRQZX:
1.29
VFIAX:
1.35
PRQZX:
2.52
VFIAX:
2.87
PRQZX:
8.86
VFIAX:
11.87
PRQZX:
2.01%
VFIAX:
2.04%
PRQZX:
10.89%
VFIAX:
12.80%
PRQZX:
-31.79%
VFIAX:
-55.20%
PRQZX:
0.00%
VFIAX:
0.00%
Returns By Period
In the year-to-date period, PRQZX achieves a 5.17% return, which is significantly higher than VFIAX's 4.38% return. Over the past 10 years, PRQZX has underperformed VFIAX with an annualized return of 7.72%, while VFIAX has yielded a comparatively higher 13.26% annualized return.
PRQZX
5.17%
3.60%
6.11%
17.14%
8.78%
7.72%
VFIAX
4.38%
2.32%
10.20%
24.06%
14.46%
13.26%
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PRQZX vs. VFIAX - Expense Ratio Comparison
PRQZX has a 0.06% expense ratio, which is higher than VFIAX'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
PRQZX vs. VFIAX — Risk-Adjusted Performance Rank
PRQZX
VFIAX
PRQZX vs. VFIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO RealPath Blend 2055 Fund (PRQZX) and Vanguard 500 Index Fund Admiral Shares (VFIAX). 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
PRQZX vs. VFIAX - Dividend Comparison
PRQZX's dividend yield for the trailing twelve months is around 3.05%, more than VFIAX's 1.18% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRQZX PIMCO RealPath Blend 2055 Fund | 3.05% | 3.21% | 1.93% | 1.24% | 3.88% | 0.78% | 3.34% | 1.40% | 2.83% | 2.37% | 1.94% | 0.00% |
VFIAX Vanguard 500 Index Fund Admiral Shares | 1.18% | 1.24% | 1.45% | 1.68% | 1.24% | 1.53% | 1.87% | 2.05% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
PRQZX vs. VFIAX - Drawdown Comparison
The maximum PRQZX drawdown since its inception was -31.79%, smaller than the maximum VFIAX drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for PRQZX and VFIAX. For additional features, visit the drawdowns tool.
Volatility
PRQZX vs. VFIAX - Volatility Comparison
The current volatility for PIMCO RealPath Blend 2055 Fund (PRQZX) is 2.82%, while Vanguard 500 Index Fund Admiral Shares (VFIAX) has a volatility of 3.19%. This indicates that PRQZX experiences smaller price fluctuations and is considered to be less risky than VFIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.