Correlation
The correlation between PSKIX and FSPGX is 0.44, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
PSKIX vs. FSPGX
Compare and contrast key facts about PIMCO StocksPLUS International Fund (Unhedged) (PSKIX) and Fidelity Large Cap Growth Index Fund (FSPGX).
PSKIX is managed by PIMCO. It was launched on Nov 30, 2006. FSPGX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PSKIX or FSPGX.
Performance
PSKIX vs. FSPGX - Performance Comparison
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Key characteristics
PSKIX:
0.82
FSPGX:
0.70
PSKIX:
1.07
FSPGX:
1.02
PSKIX:
1.16
FSPGX:
1.14
PSKIX:
0.87
FSPGX:
0.67
PSKIX:
2.53
FSPGX:
2.22
PSKIX:
5.18%
FSPGX:
7.05%
PSKIX:
17.77%
FSPGX:
25.52%
PSKIX:
-64.91%
FSPGX:
-32.66%
PSKIX:
0.00%
FSPGX:
-4.29%
Returns By Period
In the year-to-date period, PSKIX achieves a 16.69% return, which is significantly higher than FSPGX's -0.26% return.
PSKIX
16.69%
4.43%
13.84%
14.39%
13.47%
12.69%
6.35%
FSPGX
-0.26%
8.86%
0.63%
17.83%
19.84%
17.66%
N/A
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PSKIX vs. FSPGX - Expense Ratio Comparison
PSKIX has a 0.65% expense ratio, which is higher than FSPGX's 0.04% expense ratio.
Risk-Adjusted Performance
PSKIX vs. FSPGX — Risk-Adjusted Performance Rank
PSKIX
FSPGX
PSKIX vs. FSPGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO StocksPLUS International Fund (Unhedged) (PSKIX) and Fidelity Large Cap Growth Index Fund (FSPGX). 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
PSKIX vs. FSPGX - Dividend Comparison
PSKIX's dividend yield for the trailing twelve months is around 7.09%, more than FSPGX's 0.37% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSKIX PIMCO StocksPLUS International Fund (Unhedged) | 7.09% | 15.67% | 2.10% | 43.17% | 31.35% | 0.58% | 1.78% | 17.86% | 5.70% | 0.00% | 6.99% | 5.85% |
FSPGX Fidelity Large Cap Growth Index Fund | 0.37% | 0.37% | 0.73% | 0.86% | 2.22% | 1.76% | 1.04% | 1.47% | 1.22% | 0.30% | 0.00% | 0.00% |
Drawdowns
PSKIX vs. FSPGX - Drawdown Comparison
The maximum PSKIX drawdown since its inception was -64.91%, which is greater than FSPGX's maximum drawdown of -32.66%. Use the drawdown chart below to compare losses from any high point for PSKIX and FSPGX.
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Volatility
PSKIX vs. FSPGX - Volatility Comparison
The current volatility for PIMCO StocksPLUS International Fund (Unhedged) (PSKIX) is 3.28%, while Fidelity Large Cap Growth Index Fund (FSPGX) has a volatility of 5.87%. This indicates that PSKIX experiences smaller price fluctuations and is considered to be less risky than FSPGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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