VBIUX vs. PIMIX
Compare and contrast key facts about Vanguard Intermediate-Term Bond Index Fund Institutional Plus (VBIUX) and PIMCO Income Fund Institutional Class (PIMIX).
VBIUX is managed by Vanguard. It was launched on Nov 30, 2011. PIMIX is managed by PIMCO. It was launched on Mar 30, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VBIUX or PIMIX.
Correlation
The correlation between VBIUX and PIMIX is 0.50, 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.
Performance
VBIUX vs. PIMIX - Performance Comparison
Key characteristics
VBIUX:
0.86
PIMIX:
1.98
VBIUX:
1.28
PIMIX:
2.98
VBIUX:
1.15
PIMIX:
1.39
VBIUX:
0.30
PIMIX:
3.38
VBIUX:
2.07
PIMIX:
8.42
VBIUX:
2.24%
PIMIX:
0.95%
VBIUX:
5.40%
PIMIX:
4.03%
VBIUX:
-20.60%
PIMIX:
-13.39%
VBIUX:
-9.84%
PIMIX:
-0.00%
Returns By Period
In the year-to-date period, VBIUX achieves a 0.84% return, which is significantly lower than PIMIX's 1.76% return. Over the past 10 years, VBIUX has underperformed PIMIX with an annualized return of 1.47%, while PIMIX has yielded a comparatively higher 4.46% annualized return.
VBIUX
0.84%
0.74%
-1.04%
4.62%
-0.77%
1.47%
PIMIX
1.76%
1.57%
2.77%
8.08%
3.10%
4.46%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VBIUX vs. PIMIX - Expense Ratio Comparison
VBIUX has a 0.04% expense ratio, which is lower than PIMIX's 0.62% expense ratio.
Risk-Adjusted Performance
VBIUX vs. PIMIX — Risk-Adjusted Performance Rank
VBIUX
PIMIX
VBIUX vs. PIMIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Intermediate-Term Bond Index Fund Institutional Plus (VBIUX) and PIMCO Income Fund Institutional Class (PIMIX). 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
VBIUX vs. PIMIX - Dividend Comparison
VBIUX's dividend yield for the trailing twelve months is around 3.84%, less than PIMIX's 6.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VBIUX Vanguard Intermediate-Term Bond Index Fund Institutional Plus | 3.84% | 3.82% | 3.11% | 2.39% | 1.96% | 2.26% | 2.76% | 2.90% | 2.68% | 2.69% | 2.82% | 2.93% |
PIMIX PIMCO Income Fund Institutional Class | 6.20% | 6.27% | 6.21% | 6.40% | 4.02% | 4.89% | 5.86% | 5.68% | 5.41% | 5.57% | 7.84% | 6.30% |
Drawdowns
VBIUX vs. PIMIX - Drawdown Comparison
The maximum VBIUX drawdown since its inception was -20.60%, which is greater than PIMIX's maximum drawdown of -13.39%. Use the drawdown chart below to compare losses from any high point for VBIUX and PIMIX. For additional features, visit the drawdowns tool.
Volatility
VBIUX vs. PIMIX - Volatility Comparison
Vanguard Intermediate-Term Bond Index Fund Institutional Plus (VBIUX) has a higher volatility of 1.39% compared to PIMCO Income Fund Institutional Class (PIMIX) at 0.94%. This indicates that VBIUX's price experiences larger fluctuations and is considered to be riskier than PIMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.