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PLRIX vs VWESX
PLRIX vs VWESX Comparison
Open Charts PLRIX vs VWESX
PIMCO Long Duration Total Return Instl
Price$7.10
Change+$0.03 (+0.42%)
VolumeN/A
Net Assets2.25B
Vanguard Long-Term Investment-Grade I
Price$7.56
Change+$0.02 (+0.27%)
VolumeN/A
Net Assets11.7B
PLRIX vs VWESX Comparison Chart
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PLRIX vs. VWESX commentary
Apr 29, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is PLRIX is a Hold and VWESX is a Hold.
FUNDAMENTALS
Fundamentals
VWESX has more cash in the bank: 11.7B vs. PLRIX (2.25B). VWESX pays higher dividends than PLRIX: VWESX (4.95) vs PLRIX (3.96). PLRIX was incepted earlier than VWESX: PLRIX (19 years) vs VWESX (52 years). PLRIX (2.99) is less costly to investors than VWESX (0.21). PLRIX is a more actively managed with annual turnover of: 176.00 vs. VWESX (38.00). VWESX has a lower initial minimum investment than PLRIX: VWESX (3000) vs PLRIX (1000000). PLRIX annual gain was more profitable for investors over the last year : 7.42 vs. VWESX (0.80). PLRIX return over 5 years is better than : -27.40 vs. VWESX (-35.03).
| PLRIX | VWESX | PLRIX / VWESX | |
| Total Expense Ratio | 2.99 | 0.21 | 1,424% |
| Annual Report Gross Expense Ratio | 2.99 | 0.21 | 1,424% |
| Fund Existence | 19 years | 52 years | - |
| Gain YTD | 2.456 | 0.133 | 1,849% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.25B | 11.7B | 19% |
| Annual Yield % from dividends | 3.96 | 4.95 | 80% |
| Returns for 1 year | 7.42 | 0.80 | 925% |
| Returns for 3 years | -4.53 | -13.30 | 34% |
| Returns for 5 years | -27.40 | -35.03 | 78% |
| Returns for 10 years | -11.78 | -16.22 | 73% |
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