Correlation
The correlation between VPALX and VWIUX is -0.11. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
VPALX vs. VWIUX
Compare and contrast key facts about Vanguard Pennsylvania Long-Term Tax-Exempt Fund Admiral Shares (VPALX) and Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares (VWIUX).
VPALX is managed by Vanguard. It was launched on May 14, 2001. VWIUX is managed by Vanguard. It was launched on Feb 12, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VPALX or VWIUX.
Performance
VPALX vs. VWIUX - Performance Comparison
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Key characteristics
VPALX:
0.29
VWIUX:
0.68
VPALX:
0.33
VWIUX:
0.79
VPALX:
1.06
VWIUX:
1.14
VPALX:
0.21
VWIUX:
0.59
VPALX:
0.64
VWIUX:
1.97
VPALX:
2.04%
VWIUX:
1.28%
VPALX:
5.90%
VWIUX:
4.31%
VPALX:
-15.88%
VWIUX:
-11.38%
VPALX:
-4.10%
VWIUX:
-2.02%
Returns By Period
In the year-to-date period, VPALX achieves a -2.16% return, which is significantly lower than VWIUX's -0.55% return. Over the past 10 years, VPALX has outperformed VWIUX with an annualized return of 2.56%, while VWIUX has yielded a comparatively lower 2.23% annualized return.
VPALX
-2.16%
-0.86%
-3.66%
1.39%
1.63%
0.60%
2.56%
VWIUX
-0.55%
-0.22%
-1.52%
2.57%
2.21%
0.96%
2.23%
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VPALX vs. VWIUX - Expense Ratio Comparison
Both VPALX and VWIUX have an expense ratio of 0.09%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Risk-Adjusted Performance
VPALX vs. VWIUX — Risk-Adjusted Performance Rank
VPALX
VWIUX
VPALX vs. VWIUX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Pennsylvania Long-Term Tax-Exempt Fund Admiral Shares (VPALX) and Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares (VWIUX). 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
VPALX vs. VWIUX - Dividend Comparison
VPALX's dividend yield for the trailing twelve months is around 3.39%, more than VWIUX's 2.97% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VPALX Vanguard Pennsylvania Long-Term Tax-Exempt Fund Admiral Shares | 3.39% | 3.54% | 3.32% | 3.21% | 2.76% | 3.23% | 3.54% | 3.99% | 4.03% | 4.22% | 4.01% | 3.91% |
VWIUX Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares | 2.97% | 3.10% | 2.79% | 2.50% | 2.28% | 2.40% | 2.68% | 2.89% | 2.83% | 2.92% | 2.97% | 3.13% |
Drawdowns
VPALX vs. VWIUX - Drawdown Comparison
The maximum VPALX drawdown since its inception was -15.88%, which is greater than VWIUX's maximum drawdown of -11.38%. Use the drawdown chart below to compare losses from any high point for VPALX and VWIUX.
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Volatility
VPALX vs. VWIUX - Volatility Comparison
Vanguard Pennsylvania Long-Term Tax-Exempt Fund Admiral Shares (VPALX) has a higher volatility of 0.75% compared to Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares (VWIUX) at 0.51%. This indicates that VPALX's price experiences larger fluctuations and is considered to be riskier than VWIUX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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