EIBAX vs. PDBZX
Compare and contrast key facts about Eaton Vance Total Return Bond Fund (EIBAX) and PGIM Total Return Bond Fund Class Z (PDBZX).
EIBAX is managed by Eaton Vance. It was launched on Nov 17, 2009. PDBZX is managed by PGIM. It was launched on Jan 14, 1997.
Performance
EIBAX vs. PDBZX - Performance Comparison
Loading graphics...
EIBAX vs. PDBZX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EIBAX Eaton Vance Total Return Bond Fund | -0.90% | 9.15% | 4.38% | 5.59% | -12.88% | 3.02% | 5.89% | 10.84% | -0.84% | 7.72% |
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
In the year-to-date period, EIBAX achieves a -0.90% return, which is significantly lower than PDBZX's -0.53% return. Over the past 10 years, EIBAX has outperformed PDBZX with an annualized return of 3.75%, while PDBZX has yielded a comparatively lower 2.93% annualized return.
EIBAX
- 1D
- 0.48%
- 1M
- -2.80%
- YTD
- -0.90%
- 6M
- 0.43%
- 1Y
- 5.14%
- 3Y*
- 5.01%
- 5Y*
- 1.38%
- 10Y*
- 3.75%
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
EIBAX vs. PDBZX - Expense Ratio Comparison
Both EIBAX and PDBZX have an expense ratio of 0.49%.
Return for Risk
EIBAX vs. PDBZX — Risk / Return Rank
EIBAX
PDBZX
EIBAX vs. PDBZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Eaton Vance Total Return Bond Fund (EIBAX) 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.
| EIBAX | PDBZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.33 | 1.04 | +0.29 |
Sortino ratioReturn per unit of downside risk | 1.92 | 1.48 | +0.44 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.18 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.90 | 1.75 | +0.15 |
Martin ratioReturn relative to average drawdown | 7.02 | 5.12 | +1.90 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| EIBAX | PDBZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.33 | 1.04 | +0.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.26 | 0.17 | +0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.80 | 0.55 | +0.25 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.80 | 1.09 | -0.28 |
Correlation
The correlation between EIBAX and PDBZX is 0.77, 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
EIBAX vs. PDBZX - Dividend Comparison
EIBAX's dividend yield for the trailing twelve months is around 4.77%, more than PDBZX's 4.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EIBAX Eaton Vance Total Return Bond Fund | 4.77% | 5.13% | 5.58% | 4.01% | 4.04% | 3.49% | 3.87% | 3.97% | 4.16% | 3.55% | 3.90% | 5.69% |
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
EIBAX vs. PDBZX - Drawdown Comparison
The maximum EIBAX drawdown since its inception was -17.20%, smaller than the maximum PDBZX drawdown of -20.88%. Use the drawdown chart below to compare losses from any high point for EIBAX and PDBZX.
Loading graphics...
Drawdown Indicators
| EIBAX | PDBZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.20% | -20.88% | +3.68% |
Max Drawdown (1Y)Largest decline over 1 year | -3.26% | -3.06% | -0.20% |
Max Drawdown (5Y)Largest decline over 5 years | -16.91% | -20.81% | +3.90% |
Max Drawdown (10Y)Largest decline over 10 years | -17.20% | -20.88% | +3.68% |
Current DrawdownCurrent decline from peak | -2.80% | -2.52% | -0.28% |
Average DrawdownAverage peak-to-trough decline | -3.53% | -2.31% | -1.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.89% | 1.05% | -0.16% |
Volatility
EIBAX vs. PDBZX - Volatility Comparison
Eaton Vance Total Return Bond Fund (EIBAX) and PGIM Total Return Bond Fund Class Z (PDBZX) have volatilities of 1.70% and 1.72%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| EIBAX | PDBZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.70% | 1.72% | -0.02% |
Volatility (6M)Calculated over the trailing 6-month period | 2.69% | 2.71% | -0.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.33% | 4.59% | -0.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.26% | 6.00% | -0.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.69% | 5.34% | -0.65% |