VWIAX vs. PDI

In the year-to-date period, VWIAX achieves a 1.57% return, which is significantly lower than PDI's 5.05% return. Over the past 10 years, VWIAX has underperformed PDI with an annualized return of 2.97%, while PDI has yielded a comparatively higher 7.61% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

This table presents a comparison of risk-adjusted performance metrics for Vanguard Wellesley Income Fund Admiral Shares (VWIAX) and PIMCO Dynamic Income Fund (PDI). 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.

The current VWIAX Sharpe Ratio is 0.60, which is comparable to the PDI Sharpe Ratio of 0.70. The chart below compares the historical Sharpe Ratios of VWIAX and PDI, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VWIAX's dividend yield for the trailing twelve months is around 3.88%, less than PDI's 14.42% yield.

The maximum VWIAX drawdown since its inception was -23.93%, smaller than the maximum PDI drawdown of -46.47%. Use the drawdown chart below to compare losses from any high point for VWIAX and PDI. For additional features, visit the drawdowns tool.

The current volatility for Vanguard Wellesley Income Fund Admiral Shares (VWIAX) is 4.51%, while PIMCO Dynamic Income Fund (PDI) has a volatility of 15.50%. This indicates that VWIAX experiences smaller price fluctuations and is considered to be less risky than PDI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.