PALDX vs. GWPAX
Compare and contrast key facts about PGIM 60/40 Allocation Fund (PALDX) and American Funds Growth Portfolio Class A (GWPAX).
PALDX is managed by PGIM. It was launched on Sep 12, 2017. GWPAX is managed by American Funds. It was launched on May 18, 2012.
Performance
PALDX vs. GWPAX - Performance Comparison
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PALDX vs. GWPAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PALDX PGIM 60/40 Allocation Fund | -1.78% | 13.62% | 18.96% | 18.90% | -15.65% | 16.30% | 10.68% | 22.27% | -4.12% | 5.95% |
GWPAX American Funds Growth Portfolio Class A | -5.63% | 20.47% | 20.17% | 28.76% | -26.97% | 18.59% | 25.34% | 27.19% | -6.59% | 6.82% |
Returns By Period
In the year-to-date period, PALDX achieves a -1.78% return, which is significantly higher than GWPAX's -5.63% return.
PALDX
- 1D
- 1.92%
- 1M
- -3.56%
- YTD
- -1.78%
- 6M
- 0.52%
- 1Y
- 14.14%
- 3Y*
- 14.44%
- 5Y*
- 8.20%
- 10Y*
- —
GWPAX
- 1D
- 3.37%
- 1M
- -6.92%
- YTD
- -5.63%
- 6M
- -3.30%
- 1Y
- 19.12%
- 3Y*
- 17.31%
- 5Y*
- 7.65%
- 10Y*
- 11.87%
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PALDX vs. GWPAX - Expense Ratio Comparison
PALDX has a 0.03% expense ratio, which is lower than GWPAX's 0.73% expense ratio.
Return for Risk
PALDX vs. GWPAX — Risk / Return Rank
PALDX
GWPAX
PALDX vs. GWPAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PGIM 60/40 Allocation Fund (PALDX) and American Funds Growth Portfolio Class A (GWPAX). 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 | GWPAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.26 | 1.05 | +0.20 |
Sortino ratioReturn per unit of downside risk | 1.86 | 1.60 | +0.26 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.23 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.82 | 1.65 | +0.17 |
Martin ratioReturn relative to average drawdown | 8.67 | 6.68 | +1.99 |
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 | GWPAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.26 | 1.05 | +0.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.68 | 0.42 | +0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.66 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.73 | 0.68 | +0.05 |
Correlation
The correlation between PALDX and GWPAX 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. GWPAX - Dividend Comparison
PALDX's dividend yield for the trailing twelve months is around 5.52%, less than GWPAX's 6.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PALDX PGIM 60/40 Allocation Fund | 5.52% | 5.42% | 10.40% | 2.94% | 6.19% | 6.87% | 2.58% | 4.58% | 3.65% | 1.48% | 0.00% | 0.00% |
GWPAX American Funds Growth Portfolio Class A | 6.09% | 5.75% | 5.83% | 1.61% | 9.94% | 3.42% | 3.42% | 5.77% | 6.19% | 3.39% | 4.36% | 4.84% |
Drawdowns
PALDX vs. GWPAX - Drawdown Comparison
The maximum PALDX drawdown since its inception was -26.16%, smaller than the maximum GWPAX drawdown of -34.15%. Use the drawdown chart below to compare losses from any high point for PALDX and GWPAX.
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Drawdown Indicators
| PALDX | GWPAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.16% | -34.15% | +7.99% |
Max Drawdown (1Y)Largest decline over 1 year | -8.20% | -11.78% | +3.58% |
Max Drawdown (5Y)Largest decline over 5 years | -20.47% | -34.15% | +13.68% |
Max Drawdown (10Y)Largest decline over 10 years | — | -34.15% | — |
Current DrawdownCurrent decline from peak | -4.16% | -8.81% | +4.65% |
Average DrawdownAverage peak-to-trough decline | -4.16% | -5.77% | +1.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.72% | 2.91% | -1.19% |
Volatility
PALDX vs. GWPAX - Volatility Comparison
The current volatility for PGIM 60/40 Allocation Fund (PALDX) is 3.74%, while American Funds Growth Portfolio Class A (GWPAX) has a volatility of 6.61%. This indicates that PALDX experiences smaller price fluctuations and is considered to be less risky than GWPAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PALDX | GWPAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.74% | 6.61% | -2.87% |
Volatility (6M)Calculated over the trailing 6-month period | 6.16% | 11.28% | -5.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.65% | 18.89% | -7.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.11% | 18.17% | -6.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.76% | 17.95% | -5.19% |