PIMCO RealPath Blend 2035 Fund (PDGZX) belongs to the Target Retirement Date category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PDGZX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PDGZX
PDGZX charges 0.05% annually. There are 35 mutual funds in the Target Retirement Date category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | PDGZX vs PMTIX | |
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | PDGZX vs LTFIX | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | — | Mar 2020 | PDGZX vs FCQTX | |
| Principal LifeTime 2050 Fund | 0.01% | — | Feb 2001 | PDGZX vs PPLIX | |
| Principal LifeTime 2025 Fund | 0.01% | — | Feb 2008 | PDGZX vs LTSTX |
Best Risk-Adjusted Alternatives to PDGZX
PDGZX has a PortfoliosLab risk / return rank of 69. There are 178 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 86.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 86 | — | Dec 2019 | PDGZX vs PADLX | |
| Fidelity Managed Retirement 2020 Fund | 86 | — | Dec 2007 | PDGZX vs FIRVX | |
| Fidelity Managed Retirement Income Fund Class K | 86 | — | Aug 2019 | PDGZX vs FRKMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 86 | — | Aug 2019 | PDGZX vs FRHMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 85 | — | Aug 2007 | PDGZX vs FRAMX |
Top Performing PDGZX Alternatives (YTD)
PDGZX is at 8.48% YTD. There are 369 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 15,640,638.04%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Managed Retirement Income Fund Class K | 15,640,638.04% | — | Aug 2019 | PDGZX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | PDGZX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | PDGZX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | PDGZX vs FIRVX | |
| Fidelity Flex Freedom Blend 2060 Fund | 14.17% | — | Jun 2017 | PDGZX vs FWLSX |
Lowest Volatility Alternatives to PDGZX
PDGZX has 9.18% 1-year volatility. There are 264 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.50%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.50% | — | Nov 2015 | PDGZX vs TDIFX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.32% | — | Aug 2007 | PDGZX vs FRQIX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.32% | — | Aug 2007 | PDGZX vs FRIMX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.33% | — | Aug 2007 | PDGZX vs FRQAX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.35% | — | Oct 2009 | PDGZX vs FIKFX |
Lowest Drawdown Alternatives to PDGZX
PDGZX has a 1-year max drawdown of -7.00%. There are 291 mutual funds in the Target Retirement Date category with shallower 1-year drawdowns, going as shallow as -2.61%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | -2.61% | — | Nov 2015 | PDGZX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | PDGZX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | PDGZX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | PDGZX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K6 | -3.42% | — | Aug 2019 | PDGZX vs FRHMX |
Other Mutual Funds from PIMCO
The 10 most viewed PIMCO mutual funds shown here include PIMIX, PTY, PONAX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| PIMCO Income Fund Institutional Class | Multisector Bonds | 50 | 1.07% | — | Mar 2007 | PDGZX vs PIMIX | |
| PIMCO Corporate & Income Opportunity Fund | Corporate Bonds | 2 | -1.00% | — | Dec 2002 | PDGZX vs PTY | |
| PIMCO Income Fund Class A | Multisector Bonds | 44 | 0.87% | — | Apr 2007 | PDGZX vs PONAX | |
| PIMCO Total Return Fund Institutional Class | Intermediate Core-Plus Bond | 28 | 0.35% | — | May 1987 | PDGZX vs PTTRX | |
| PIMCO Corporate & Income Strategy Fund | Multisector Bonds | 7 | -2.18% | — | Dec 2001 | PDGZX vs PCN | |
| PIMCO Income Fund Class I-2 | Multisector Bonds | 48 | 1.02% | — | Apr 2008 | PDGZX vs PONPX | |
| PIMCO StocksPLUS Long Duration Fund Class I | Diversified Portfolio | 34 | 8.53% | — | Aug 2007 | PDGZX vs PSLDX | |
| PIMCO Income Strategy Fund II | Multisector Bonds | 12 | 1.01% | — | Oct 2004 | PDGZX vs PFN | |
| PIMCO International Bond Fund (U.S. Dollar-Hedged) | Global Bonds | 12 | 0.24% | — | Dec 1992 | PDGZX vs PFORX | |
| PIMCO StocksPLUS International Fund (U.S. Dollar-H... | Foreign Large Cap Equities | 41 | 12.84% | — | Oct 2003 | PDGZX vs PISIX |
Often Compared With PDGZX
Investors most often compare PDGZX with PRQZX, RLBGX, MEIKX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare PDGZX with Any Fund or Stock
Compare PDGZX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PDGZX with funds that move differently
PIMCO RealPath Blend 2035 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PDGZX.
Explore PDGZX Diversifiers