BCPIX vs. PDBZX
Compare and contrast key facts about Brandes Core Plus Fixed Income Fund (BCPIX) and PGIM Total Return Bond Fund Class Z (PDBZX).
BCPIX is managed by Brandes. It was launched on Dec 28, 2007. PDBZX is managed by PGIM. It was launched on Jan 14, 1997.
Performance
BCPIX vs. PDBZX - Performance Comparison
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BCPIX vs. PDBZX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BCPIX Brandes Core Plus Fixed Income Fund | -0.55% | 6.71% | 1.98% | 6.70% | -10.78% | -0.34% | 5.77% | 6.65% | -0.45% | 2.74% |
PDBZX PGIM Total Return Bond Fund Class Z | -0.53% | 7.70% | 2.87% | 7.70% | -14.33% | -1.46% | 8.01% | 14.76% | -0.72% | 6.60% |
Returns By Period
The year-to-date returns for both investments are quite close, with BCPIX having a -0.55% return and PDBZX slightly higher at -0.53%. Over the past 10 years, BCPIX has underperformed PDBZX with an annualized return of 1.90%, while PDBZX has yielded a comparatively higher 2.93% annualized return.
BCPIX
- 1D
- 0.48%
- 1M
- -2.11%
- YTD
- -0.55%
- 6M
- 0.36%
- 1Y
- 3.41%
- 3Y*
- 3.73%
- 5Y*
- 0.90%
- 10Y*
- 1.90%
PDBZX
- 1D
- 0.50%
- 1M
- -2.52%
- YTD
- -0.53%
- 6M
- 0.58%
- 1Y
- 4.25%
- 3Y*
- 4.79%
- 5Y*
- 1.00%
- 10Y*
- 2.93%
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BCPIX vs. PDBZX - Expense Ratio Comparison
BCPIX has a 0.30% expense ratio, which is lower than PDBZX's 0.49% expense ratio.
Return for Risk
BCPIX vs. PDBZX — Risk / Return Rank
BCPIX
PDBZX
BCPIX vs. PDBZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Brandes Core Plus Fixed Income Fund (BCPIX) and PGIM Total Return Bond Fund Class Z (PDBZX). 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.
| BCPIX | PDBZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.99 | 1.04 | -0.05 |
Sortino ratioReturn per unit of downside risk | 1.44 | 1.48 | -0.04 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.18 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.71 | 1.75 | -0.04 |
Martin ratioReturn relative to average drawdown | 5.12 | 5.12 | 0.00 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BCPIX | PDBZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.99 | 1.04 | -0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.18 | 0.17 | +0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.55 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 1.09 | -0.76 |
Correlation
The correlation between BCPIX and PDBZX is 0.86, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
BCPIX vs. PDBZX - Dividend Comparison
BCPIX's dividend yield for the trailing twelve months is around 4.10%, less than PDBZX's 4.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BCPIX Brandes Core Plus Fixed Income Fund | 4.10% | 4.32% | 3.67% | 2.91% | 2.54% | 1.89% | 1.76% | 2.77% | 2.90% | 2.49% | 2.84% | 2.72% |
PDBZX PGIM Total Return Bond Fund Class Z | 4.19% | 4.54% | 4.79% | 4.60% | 5.73% | 2.73% | 2.94% | 10.36% | 4.01% | 2.87% | 3.92% | 3.33% |
Drawdowns
BCPIX vs. PDBZX - Drawdown Comparison
The maximum BCPIX drawdown since its inception was -22.43%, which is greater than PDBZX's maximum drawdown of -20.88%. Use the drawdown chart below to compare losses from any high point for BCPIX and PDBZX.
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Drawdown Indicators
| BCPIX | PDBZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.43% | -20.88% | -1.55% |
Max Drawdown (1Y)Largest decline over 1 year | -2.58% | -3.06% | +0.48% |
Max Drawdown (5Y)Largest decline over 5 years | -15.19% | -20.81% | +5.62% |
Max Drawdown (10Y)Largest decline over 10 years | -15.19% | -20.88% | +5.69% |
Current DrawdownCurrent decline from peak | -2.11% | -2.52% | +0.41% |
Average DrawdownAverage peak-to-trough decline | -4.28% | -2.31% | -1.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.86% | 1.05% | -0.19% |
Volatility
BCPIX vs. PDBZX - Volatility Comparison
The current volatility for Brandes Core Plus Fixed Income Fund (BCPIX) is 1.42%, while PGIM Total Return Bond Fund Class Z (PDBZX) has a volatility of 1.72%. This indicates that BCPIX experiences smaller price fluctuations and is considered to be less risky than PDBZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BCPIX | PDBZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.42% | 1.72% | -0.30% |
Volatility (6M)Calculated over the trailing 6-month period | 2.36% | 2.71% | -0.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.97% | 4.59% | -0.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.06% | 6.00% | -0.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.16% | 5.34% | -1.18% |