VILVX vs PIRMX

Both PIRMX and VILVX are mutual funds. PIRMX has a lower 5-year return than VILVX (7.15% vs 13.42%). Below is the comparison between PIRMX and VILVX.

PIRMX VILVX
Security Type Mutual fund Mutual fund
Segment U.S. Balanced: — U.S. Balanced: —
Family PIMCO Vanguard
Net Assets $1.85B $9.06B
Expense Ratio 0.62% 0.00%
Management Style active active
Dividend Yield 7.47% 1.36%
Minimum Investment $25,000.00 $100,000,000.00
YTD Return 10.91% 13.50%
1-Year Return 1.15% 0.29%
3-Year Return 9.98% 16.32%
5-Year Return 7.15% 13.42%
10-Year Return 3.83% N/A

PIRMX description

The Fund seeks total return which exceeds that of its benchmark. The Fund seeks to achieve its investment objective by investing under normal circumstances in a combination of Fixed Income Instruments of varying maturities. The Fund may also invest up to 25% of its total assets in equity-related investments.

PIRMX performance & returns

YTD Return 10.91%
1-Month Return -2.24%
3-Month Return 1.15%
1-Year Return 1.15%
3-Year Return 9.98%
5-Year Return 7.15%
10-Year Return 3.83%
PIRMX expense ratio is 0.62%.

PIRMX holdings

Top 10 Holdings (126.88% of Total Assets)

Name Symbol % Assets
Fin Fut Euro-Schatz 2yr Eux 09/08/20 N/A 38.24%
Pimco Cayman Commodity Fund Vii Ltd N/A 16.66%
5 Year Treasury Note Future Sept 20 ZFU0 11.86%
Federal National Mortgage Association 4% N/A 11.73%
Fin Fut Euro-Bobl 5y Eux 09/08/20 N/A 9.49%
10 Year Treasury Note Future Sept 20 ZNU0 9.08%
PIMCO Em Mkts Ccy and S/T Invsmt Instl PLMIX 8.45%
United States Treasury Notes 0.12% N/A 7.59%
United States Treasury Notes 0.25% N/A 7.40%
Federal National Mortgage Association 3.5% N/A 6.38%

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VILVX description

The Fund seeks to provide capital appreciation and current income consistent with its current asset allocation. The Fund invests in other Vanguard mutual funds according to an asset allocation strategy designed for investors planning to retire and leave the workforce in or within a few years of 2060.

VILVX performance & returns

YTD Return 13.50%
1-Month Return -1.53%
3-Month Return 0.29%
1-Year Return 0.29%
3-Year Return 16.32%
5-Year Return 13.42%
10-Year Return N/A
VILVX expense ratio is N/A.

VILVX holdings

Top 10 Holdings (100.00% of Total Assets)

Name Symbol % Assets
Vanguard Total Stock Market Idx I VITSX 53.29%
Vanguard Total Intl Stock Index Inv VGTSX 35.60%
Vanguard Total Bond Market II Idx Inv VTBIX 6.74%
Vanguard Total Intl Bd Idx Admiral™ VTABX 2.76%
Cmt Market Liquidity Rate N/A 1.61%

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