PZRIX vs. IGAAX
Compare and contrast key facts about PIMCO RAE Global ex-US Fund (PZRIX) and American Funds International Growth and Income Fund Class A (IGAAX).
PZRIX is managed by PIMCO. It was launched on Jun 4, 2015. IGAAX is managed by American Funds. It was launched on Oct 1, 2008.
Performance
PZRIX vs. IGAAX - Performance Comparison
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PZRIX vs. IGAAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PZRIX PIMCO RAE Global ex-US Fund | 9.93% | 34.05% | 3.29% | 19.31% | -9.11% | 12.08% | 1.74% | 15.94% | -14.93% | 26.00% |
IGAAX American Funds International Growth and Income Fund Class A | 1.55% | 35.09% | 3.28% | 15.25% | -15.47% | 9.80% | 7.78% | 27.11% | -14.38% | 26.08% |
Returns By Period
In the year-to-date period, PZRIX achieves a 9.93% return, which is significantly higher than IGAAX's 1.55% return. Over the past 10 years, PZRIX has outperformed IGAAX with an annualized return of 10.15%, while IGAAX has yielded a comparatively lower 8.77% annualized return.
PZRIX
- 1D
- 1.89%
- 1M
- -4.32%
- YTD
- 9.93%
- 6M
- 17.91%
- 1Y
- 37.11%
- 3Y*
- 19.65%
- 5Y*
- 10.81%
- 10Y*
- 10.15%
IGAAX
- 1D
- 2.33%
- 1M
- -7.31%
- YTD
- 1.55%
- 6M
- 6.45%
- 1Y
- 26.97%
- 3Y*
- 14.95%
- 5Y*
- 7.44%
- 10Y*
- 8.77%
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PZRIX vs. IGAAX - Expense Ratio Comparison
PZRIX has a 0.00% expense ratio, which is lower than IGAAX's 0.91% expense ratio.
Return for Risk
PZRIX vs. IGAAX — Risk / Return Rank
PZRIX
IGAAX
PZRIX vs. IGAAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO RAE Global ex-US Fund (PZRIX) and American Funds International Growth and Income Fund Class A (IGAAX). 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.
| PZRIX | IGAAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.67 | 1.92 | +0.75 |
Sortino ratioReturn per unit of downside risk | 3.39 | 2.43 | +0.96 |
Omega ratioGain probability vs. loss probability | 1.52 | 1.39 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 3.09 | 2.44 | +0.65 |
Martin ratioReturn relative to average drawdown | 14.29 | 9.51 | +4.78 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PZRIX | IGAAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.67 | 1.92 | +0.75 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.52 | +0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.60 | 0.56 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.44 | +0.16 |
Correlation
The correlation between PZRIX and IGAAX is 0.91, 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.
Dividends
PZRIX vs. IGAAX - Dividend Comparison
PZRIX's dividend yield for the trailing twelve months is around 5.96%, less than IGAAX's 8.12% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PZRIX PIMCO RAE Global ex-US Fund | 5.96% | 6.56% | 6.70% | 9.19% | 8.80% | 11.99% | 2.04% | 6.32% | 2.80% | 4.13% | 2.58% | 0.00% |
IGAAX American Funds International Growth and Income Fund Class A | 8.12% | 8.14% | 3.37% | 2.29% | 4.00% | 6.91% | 1.37% | 2.40% | 2.81% | 1.85% | 2.35% | 3.25% |
Drawdowns
PZRIX vs. IGAAX - Drawdown Comparison
The maximum PZRIX drawdown since its inception was -43.53%, which is greater than IGAAX's maximum drawdown of -35.79%. Use the drawdown chart below to compare losses from any high point for PZRIX and IGAAX.
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Drawdown Indicators
| PZRIX | IGAAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.53% | -35.79% | -7.74% |
Max Drawdown (1Y)Largest decline over 1 year | -10.68% | -10.92% | +0.24% |
Max Drawdown (5Y)Largest decline over 5 years | -30.85% | -30.57% | -0.28% |
Max Drawdown (10Y)Largest decline over 10 years | -43.53% | -35.79% | -7.74% |
Current DrawdownCurrent decline from peak | -5.20% | -8.84% | +3.64% |
Average DrawdownAverage peak-to-trough decline | -9.00% | -7.96% | -1.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.45% | 2.80% | -0.35% |
Volatility
PZRIX vs. IGAAX - Volatility Comparison
The current volatility for PIMCO RAE Global ex-US Fund (PZRIX) is 5.45%, while American Funds International Growth and Income Fund Class A (IGAAX) has a volatility of 6.30%. This indicates that PZRIX experiences smaller price fluctuations and is considered to be less risky than IGAAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PZRIX | IGAAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.45% | 6.30% | -0.85% |
Volatility (6M)Calculated over the trailing 6-month period | 8.92% | 9.67% | -0.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.17% | 14.55% | -0.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.85% | 14.43% | +1.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.02% | 15.82% | +1.20% |