VFICX vs. PBBBX
Compare and contrast key facts about Vanguard Intermediate-Term Investment-Grade Fund Investor Shares (VFICX) and PIA BBB Bond Fund (PBBBX).
VFICX is managed by Vanguard. It was launched on Nov 1, 1993. PBBBX is managed by PIA Mutual Funds. It was launched on Sep 25, 2003.
Performance
VFICX vs. PBBBX - Performance Comparison
Loading graphics...
VFICX vs. PBBBX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VFICX Vanguard Intermediate-Term Investment-Grade Fund Investor Shares | -1.00% | 9.55% | 3.21% | 8.53% | -13.86% | -1.59% | 10.33% | 10.39% | -0.56% | 4.17% |
PBBBX PIA BBB Bond Fund | -0.91% | 8.14% | 2.41% | 9.19% | -16.35% | -1.20% | 9.37% | 16.49% | -3.02% | 7.16% |
Returns By Period
In the year-to-date period, VFICX achieves a -1.00% return, which is significantly lower than PBBBX's -0.91% return. Over the past 10 years, VFICX has underperformed PBBBX with an annualized return of 2.69%, while PBBBX has yielded a comparatively higher 3.01% annualized return.
VFICX
- 1D
- 0.46%
- 1M
- -2.01%
- YTD
- -1.00%
- 6M
- -0.01%
- 1Y
- 5.33%
- 3Y*
- 5.38%
- 5Y*
- 1.31%
- 10Y*
- 2.69%
PBBBX
- 1D
- 0.35%
- 1M
- -1.95%
- YTD
- -0.91%
- 6M
- -0.40%
- 1Y
- 4.42%
- 3Y*
- 5.03%
- 5Y*
- 0.68%
- 10Y*
- 3.01%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VFICX vs. PBBBX - Expense Ratio Comparison
VFICX has a 0.20% expense ratio, which is higher than PBBBX's 0.15% 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%.
Return for Risk
VFICX vs. PBBBX — Risk / Return Rank
VFICX
PBBBX
VFICX vs. PBBBX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Intermediate-Term Investment-Grade Fund Investor Shares (VFICX) and PIA BBB Bond Fund (PBBBX). 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.
| VFICX | PBBBX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.20 | 1.06 | +0.14 |
Sortino ratioReturn per unit of downside risk | 1.71 | 1.50 | +0.21 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.20 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.83 | 1.52 | +0.31 |
Martin ratioReturn relative to average drawdown | 6.55 | 5.14 | +1.41 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| VFICX | PBBBX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.20 | 1.06 | +0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.21 | 0.10 | +0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.50 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.97 | 0.75 | +0.22 |
Correlation
The correlation between VFICX and PBBBX is 0.86, 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
VFICX vs. PBBBX - Dividend Comparison
VFICX's dividend yield for the trailing twelve months is around 4.54%, more than PBBBX's 3.77% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VFICX Vanguard Intermediate-Term Investment-Grade Fund Investor Shares | 4.54% | 4.81% | 4.57% | 3.81% | 3.09% | 3.53% | 5.70% | 3.03% | 3.20% | 2.96% | 3.84% | 3.54% |
PBBBX PIA BBB Bond Fund | 3.77% | 4.02% | 3.82% | 3.57% | 3.24% | 2.85% | 3.16% | 3.78% | 4.20% | 3.75% | 3.95% | 4.12% |
Drawdowns
VFICX vs. PBBBX - Drawdown Comparison
The maximum VFICX drawdown since its inception was -20.24%, smaller than the maximum PBBBX drawdown of -23.00%. Use the drawdown chart below to compare losses from any high point for VFICX and PBBBX.
Loading graphics...
Drawdown Indicators
| VFICX | PBBBX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.24% | -23.00% | +2.76% |
Max Drawdown (1Y)Largest decline over 1 year | -3.34% | -3.30% | -0.04% |
Max Drawdown (5Y)Largest decline over 5 years | -20.24% | -23.00% | +2.76% |
Max Drawdown (10Y)Largest decline over 10 years | -20.24% | -23.00% | +2.76% |
Current DrawdownCurrent decline from peak | -2.45% | -2.51% | +0.06% |
Average DrawdownAverage peak-to-trough decline | -2.49% | -3.50% | +1.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.93% | 0.98% | -0.05% |
Volatility
VFICX vs. PBBBX - Volatility Comparison
Vanguard Intermediate-Term Investment-Grade Fund Investor Shares (VFICX) and PIA BBB Bond Fund (PBBBX) have volatilities of 1.77% and 1.76%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| VFICX | PBBBX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.77% | 1.76% | +0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 2.69% | 2.73% | -0.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.70% | 4.76% | -0.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.34% | 6.69% | -0.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.16% | 6.02% | -0.86% |