PALDX vs. VONG

In the year-to-date period, PALDX achieves a 0.69% return, which is significantly higher than VONG's -0.33% return.

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PALDX has a 0.03% expense ratio, which is lower than VONG's 0.08% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for PGIM 60/40 Allocation Fund (PALDX) and Vanguard Russell 1000 Growth ETF (VONG). 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.

The current PALDX Sharpe Ratio is 0.58, which is comparable to the VONG Sharpe Ratio of 0.71. The chart below compares the historical Sharpe Ratios of PALDX and VONG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

PALDX's dividend yield for the trailing twelve months is around 8.08%, more than VONG's 0.54% yield.

The maximum PALDX drawdown since its inception was -26.16%, smaller than the maximum VONG drawdown of -32.72%. Use the drawdown chart below to compare losses from any high point for PALDX and VONG.

The current volatility for PGIM 60/40 Allocation Fund (PALDX) is 3.14%, while Vanguard Russell 1000 Growth ETF (VONG) has a volatility of 5.81%. This indicates that PALDX experiences smaller price fluctuations and is considered to be less risky than VONG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.