PALDX vs. GCOZX
Compare and contrast key facts about PGIM 60/40 Allocation Fund (PALDX) and GuideStone Funds Growth Allocation Fund (GCOZX).
PALDX is managed by PGIM. It was launched on Sep 12, 2017. GCOZX is managed by GuideStone Funds. It was launched on Aug 26, 2001.
Performance
PALDX vs. GCOZX - Performance Comparison
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PALDX vs. GCOZX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PALDX PGIM 60/40 Allocation Fund | -3.62% | 13.62% | 18.96% | 18.90% | -15.65% | 16.30% | 10.68% | 22.27% | -4.12% | 5.95% |
GCOZX GuideStone Funds Growth Allocation Fund | -4.85% | 16.13% | 12.05% | 16.57% | -18.06% | 11.60% | 12.96% | 22.39% | -7.50% | 4.67% |
Returns By Period
In the year-to-date period, PALDX achieves a -3.62% return, which is significantly higher than GCOZX's -4.85% return.
PALDX
- 1D
- -0.22%
- 1M
- -5.44%
- YTD
- -3.62%
- 6M
- -1.03%
- 1Y
- 12.43%
- 3Y*
- 13.72%
- 5Y*
- 7.99%
- 10Y*
- —
GCOZX
- 1D
- -0.16%
- 1M
- -7.81%
- YTD
- -4.85%
- 6M
- -3.13%
- 1Y
- 10.24%
- 3Y*
- 11.01%
- 5Y*
- 5.05%
- 10Y*
- 7.89%
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PALDX vs. GCOZX - Expense Ratio Comparison
PALDX has a 0.03% expense ratio, which is lower than GCOZX's 0.39% expense ratio.
Return for Risk
PALDX vs. GCOZX — Risk / Return Rank
PALDX
GCOZX
PALDX vs. GCOZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PGIM 60/40 Allocation Fund (PALDX) and GuideStone Funds Growth Allocation Fund (GCOZX). 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.
| PALDX | GCOZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.12 | 0.82 | +0.30 |
Sortino ratioReturn per unit of downside risk | 1.65 | 1.21 | +0.45 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.18 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.42 | 0.97 | +0.45 |
Martin ratioReturn relative to average drawdown | 6.83 | 4.28 | +2.55 |
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
| PALDX | GCOZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.12 | 0.82 | +0.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 0.43 | +0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.63 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.71 | 0.40 | +0.31 |
Correlation
The correlation between PALDX and GCOZX is 0.91, 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
PALDX vs. GCOZX - Dividend Comparison
PALDX's dividend yield for the trailing twelve months is around 5.62%, less than GCOZX's 10.08% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PALDX PGIM 60/40 Allocation Fund | 5.62% | 5.42% | 10.40% | 2.94% | 6.19% | 6.87% | 2.58% | 4.58% | 3.65% | 1.48% | 0.00% | 0.00% |
GCOZX GuideStone Funds Growth Allocation Fund | 10.08% | 9.59% | 3.47% | 3.37% | 9.49% | 6.85% | 4.94% | 9.42% | 4.24% | 4.71% | 5.71% | 19.06% |
Drawdowns
PALDX vs. GCOZX - Drawdown Comparison
The maximum PALDX drawdown since its inception was -26.16%, smaller than the maximum GCOZX drawdown of -47.79%. Use the drawdown chart below to compare losses from any high point for PALDX and GCOZX.
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Drawdown Indicators
| PALDX | GCOZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.16% | -47.79% | +21.63% |
Max Drawdown (1Y)Largest decline over 1 year | -8.20% | -9.23% | +1.03% |
Max Drawdown (5Y)Largest decline over 5 years | -20.47% | -25.19% | +4.72% |
Max Drawdown (10Y)Largest decline over 10 years | — | -27.50% | — |
Current DrawdownCurrent decline from peak | -5.96% | -8.07% | +2.11% |
Average DrawdownAverage peak-to-trough decline | -4.16% | -6.56% | +2.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.70% | 2.09% | -0.39% |
Volatility
PALDX vs. GCOZX - Volatility Comparison
The current volatility for PGIM 60/40 Allocation Fund (PALDX) is 3.05%, while GuideStone Funds Growth Allocation Fund (GCOZX) has a volatility of 4.22%. This indicates that PALDX experiences smaller price fluctuations and is considered to be less risky than GCOZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PALDX | GCOZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.05% | 4.22% | -1.17% |
Volatility (6M)Calculated over the trailing 6-month period | 5.86% | 7.38% | -1.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.52% | 12.58% | -1.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.08% | 11.90% | +0.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.75% | 12.64% | +0.11% |