GLFOX vs. PHYQX
Compare and contrast key facts about Lazard Global Listed Infrastructure Portfolio Open Shares (GLFOX) and PGIM High Yield Fund Class R6 (PHYQX).
GLFOX is managed by Lazard. It was launched on Dec 31, 2009. PHYQX is managed by PGIM Funds (Prudential). It was launched on Oct 31, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GLFOX or PHYQX.
Correlation
The correlation between GLFOX and PHYQX is 0.39, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
GLFOX vs. PHYQX - Performance Comparison
Key characteristics
GLFOX:
1.46
PHYQX:
2.30
GLFOX:
1.96
PHYQX:
3.50
GLFOX:
1.28
PHYQX:
1.56
GLFOX:
2.43
PHYQX:
2.38
GLFOX:
5.84
PHYQX:
9.86
GLFOX:
2.83%
PHYQX:
0.91%
GLFOX:
11.33%
PHYQX:
3.87%
GLFOX:
-29.65%
PHYQX:
-21.12%
GLFOX:
0.00%
PHYQX:
-1.47%
Returns By Period
In the year-to-date period, GLFOX achieves a 11.47% return, which is significantly higher than PHYQX's 1.11% return. Over the past 10 years, GLFOX has outperformed PHYQX with an annualized return of 5.55%, while PHYQX has yielded a comparatively lower 5.04% annualized return.
GLFOX
11.47%
6.81%
11.00%
15.33%
8.71%
5.55%
PHYQX
1.11%
1.07%
1.64%
8.23%
6.18%
5.04%
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GLFOX vs. PHYQX - Expense Ratio Comparison
GLFOX has a 1.22% expense ratio, which is higher than PHYQX's 0.38% expense ratio.
Risk-Adjusted Performance
GLFOX vs. PHYQX — Risk-Adjusted Performance Rank
GLFOX
PHYQX
GLFOX vs. PHYQX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Lazard Global Listed Infrastructure Portfolio Open Shares (GLFOX) and PGIM High Yield Fund Class R6 (PHYQX). 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.
Dividends
GLFOX vs. PHYQX - Dividend Comparison
GLFOX's dividend yield for the trailing twelve months is around 2.24%, less than PHYQX's 6.88% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GLFOX Lazard Global Listed Infrastructure Portfolio Open Shares | 2.24% | 3.06% | 2.68% | 5.59% | 4.09% | 2.39% | 4.20% | 5.00% | 1.70% | 2.18% | 8.41% | 7.18% |
PHYQX PGIM High Yield Fund Class R6 | 6.88% | 7.48% | 7.12% | 7.12% | 6.72% | 6.53% | 6.33% | 6.48% | 6.39% | 6.50% | 7.03% | 6.73% |
Drawdowns
GLFOX vs. PHYQX - Drawdown Comparison
The maximum GLFOX drawdown since its inception was -29.65%, which is greater than PHYQX's maximum drawdown of -21.12%. Use the drawdown chart below to compare losses from any high point for GLFOX and PHYQX. For additional features, visit the drawdowns tool.
Volatility
GLFOX vs. PHYQX - Volatility Comparison
Lazard Global Listed Infrastructure Portfolio Open Shares (GLFOX) has a higher volatility of 5.80% compared to PGIM High Yield Fund Class R6 (PHYQX) at 2.05%. This indicates that GLFOX's price experiences larger fluctuations and is considered to be riskier than PHYQX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.