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 31 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 2055 Fund | 0.01% | — | Feb 2008 | PDGZX vs LTFIX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | PDGZX vs LTRIX | |
| Principal LifeTime 2025 Fund | 0.01% | — | Feb 2008 | PDGZX vs LTSTX | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | PDGZX vs PTDIX | |
| Principal LifeTime 2050 Fund | 0.01% | — | Feb 2001 | PDGZX vs PPLIX |
Best Risk-Adjusted Alternatives to PDGZX
PDGZX has a PortfoliosLab risk / return rank of 69. There are 176 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 | |
|---|---|---|---|---|---|
| State Street Target Retirement Fund | 86 | — | Sep 2014 | PDGZX vs SSFNX | |
| USAA Target Retirement Income Fund | 85 | — | Jul 2008 | PDGZX vs URINX | |
| Prudential Day One Income Fund | 85 | — | Dec 2016 | PDGZX vs PDAHX | |
| Putnam Retirement Advantage Maturity Fund | 84 | — | Dec 2019 | PDGZX vs PADLX | |
| USAA Target Retirement 2030 Fund | 84 | — | Jul 2008 | PDGZX vs URTRX |
Top Performing PDGZX Alternatives (YTD)
PDGZX is at 7.39% YTD. There are 372 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 13.54%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| USAA Target Retirement 2060 Fund | 13.54% | — | Jul 2013 | PDGZX vs URSIX | |
| USAA Target Retirement 2050 Fund | 13.05% | — | Jul 2008 | PDGZX vs URFFX | |
| Fidelity Flex Freedom Blend 2060 Fund | 12.35% | — | Jun 2017 | PDGZX vs FWLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 12.26% | — | Jun 2019 | PDGZX vs FDFPX | |
| Fidelity Flex Freedom Blend 2055 Fund | 12.26% | — | Jun 2017 | PDGZX vs FQLSX |
Lowest Volatility Alternatives to PDGZX
PDGZX has 9.37% 1-year volatility. There are 246 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.51%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.51% | — | Nov 2015 | PDGZX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | 4.44% | — | Oct 2009 | PDGZX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.47% | — | Oct 2009 | PDGZX vs FFGZX | |
| MFS Lifetime Income Fund | 4.51% | — | Sep 2005 | PDGZX vs MLLIX | |
| Dimensional 2015 Target Date Retirement Income Fun... | 4.52% | — | Nov 2015 | PDGZX vs DRIQX |
Lowest Drawdown Alternatives to PDGZX
PDGZX has a 1-year max drawdown of -7.00%. There are 269 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 Retirement Fund Investor Cl... | -3.32% | — | Oct 2009 | PDGZX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | PDGZX vs FFGZX | |
| Dimensional 2015 Target Date Retirement Income Fun... | -3.47% | — | Nov 2015 | PDGZX vs DRIQX | |
| Putnam RetirementReady Maturity Fund | -3.50% | — | Oct 2004 | PDGZX vs PRMYX |
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 | 52 | 0.23% | — | Mar 2007 | PDGZX vs PIMIX | |
| PIMCO Corporate & Income Opportunity Fund | Corporate Bonds | 1 | -2.91% | — | Dec 2002 | PDGZX vs PTY | |
| PIMCO Income Fund Class A | Multisector Bonds | 45 | 0.03% | — | Apr 2007 | PDGZX vs PONAX | |
| PIMCO Total Return Fund Institutional Class | Intermediate Core-Plus Bond | 30 | -0.45% | — | May 1987 | PDGZX vs PTTRX | |
| PIMCO Corporate & Income Strategy Fund | Multisector Bonds | 9 | -2.68% | — | Dec 2001 | PDGZX vs PCN | |
| PIMCO Income Fund Class I-2 | Multisector Bonds | 50 | 0.18% | — | Apr 2008 | PDGZX vs PONPX | |
| PIMCO StocksPLUS Long Duration Fund Class I | Diversified Portfolio | 28 | 4.37% | — | Aug 2007 | PDGZX vs PSLDX | |
| PIMCO Income Strategy Fund II | Multisector Bonds | 15 | 1.29% | — | Oct 2004 | PDGZX vs PFN | |
| PIMCO International Bond Fund (U.S. Dollar-Hedged) | Global Bonds | 12 | -0.58% | — | Dec 1992 | PDGZX vs PFORX | |
| PIMCO StocksPLUS International Fund (U.S. Dollar-H... | Foreign Large Cap Equities | 49 | 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