VSCSX vs. PIMIX
Compare and contrast key facts about Vanguard Short-Term Corporate Bond Index Fund Admiral Shares (VSCSX) and PIMCO Income Fund Institutional Class (PIMIX).
VSCSX is managed by Vanguard. It was launched on Nov 18, 2010. 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: VSCSX or PIMIX.
Key characteristics
| VSCSX | PIMIX | |
|---|---|---|
| YTD Return | 4.47% | 4.75% |
| 1Y Return | 7.32% | 9.47% |
| 3Y Return (Ann) | 1.40% | 1.94% |
| 5Y Return (Ann) | 1.87% | 3.15% |
| 10Y Return (Ann) | 2.25% | 4.20% |
| Sharpe Ratio | 3.17 | 2.39 |
| Sortino Ratio | 5.21 | 3.69 |
| Omega Ratio | 1.68 | 1.48 |
| Calmar Ratio | 2.01 | 2.70 |
| Martin Ratio | 19.24 | 12.49 |
| Ulcer Index | 0.42% | 0.85% |
| Daily Std Dev | 2.52% | 4.46% |
| Max Drawdown | -9.56% | -13.39% |
| Current Drawdown | -1.04% | -1.80% |
Correlation
The correlation between VSCSX and PIMIX is 0.54, 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
VSCSX vs. PIMIX - Performance Comparison
In the year-to-date period, VSCSX achieves a 4.47% return, which is significantly lower than PIMIX's 4.75% return. Over the past 10 years, VSCSX has underperformed PIMIX with an annualized return of 2.25%, while PIMIX has yielded a comparatively higher 4.20% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VSCSX vs. PIMIX - Expense Ratio Comparison
VSCSX has a 0.07% expense ratio, which is lower than PIMIX's 0.62% expense ratio.
Risk-Adjusted Performance
VSCSX vs. PIMIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Short-Term Corporate Bond Index Fund Admiral Shares (VSCSX) 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
VSCSX vs. PIMIX - Dividend Comparison
VSCSX's dividend yield for the trailing twelve months is around 3.79%, less than PIMIX's 6.25% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSCSX Vanguard Short-Term Corporate Bond Index Fund Admiral Shares | 3.79% | 3.07% | 1.99% | 1.56% | 2.26% | 2.85% | 2.66% | 2.26% | 2.11% | 2.00% | 1.83% | 1.83% |
PIMIX PIMCO Income Fund Institutional Class | 6.25% | 6.21% | 6.40% | 4.02% | 4.89% | 5.86% | 5.68% | 5.41% | 5.57% | 7.84% | 6.30% | 5.46% |
Drawdowns
VSCSX vs. PIMIX - Drawdown Comparison
The maximum VSCSX drawdown since its inception was -9.56%, smaller than the maximum PIMIX drawdown of -13.39%. Use the drawdown chart below to compare losses from any high point for VSCSX and PIMIX. For additional features, visit the drawdowns tool.
Volatility
VSCSX vs. PIMIX - Volatility Comparison
The current volatility for Vanguard Short-Term Corporate Bond Index Fund Admiral Shares (VSCSX) is 0.62%, while PIMCO Income Fund Institutional Class (PIMIX) has a volatility of 1.11%. This indicates that VSCSX experiences smaller price fluctuations and is considered to be less risky than PIMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.