PBHAX vs. INPFX
Compare and contrast key facts about PGIM High Yield Fund (PBHAX) and American Funds Conservative Growth and Income Portfolio Class F-1 (INPFX).
PBHAX is managed by PGIM Investments. It was launched on Jan 22, 1990. INPFX is managed by American Funds. It was launched on May 18, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PBHAX or INPFX.
Key characteristics
| PBHAX | INPFX | |
|---|---|---|
| YTD Return | 8.08% | 11.12% |
| 1Y Return | 15.43% | 19.65% |
| 3Y Return (Ann) | 2.05% | 4.09% |
| 5Y Return (Ann) | 3.86% | 6.38% |
| 10Y Return (Ann) | 4.75% | 5.94% |
| Sharpe Ratio | 3.77 | 3.42 |
| Sortino Ratio | 6.92 | 5.01 |
| Omega Ratio | 2.02 | 1.70 |
| Calmar Ratio | 1.83 | 2.74 |
| Martin Ratio | 24.43 | 22.84 |
| Ulcer Index | 0.63% | 0.88% |
| Daily Std Dev | 4.11% | 5.90% |
| Max Drawdown | -28.75% | -21.31% |
| Current Drawdown | -0.25% | -0.29% |
Correlation
The correlation between PBHAX and INPFX is 0.49, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
PBHAX vs. INPFX - Performance Comparison
In the year-to-date period, PBHAX achieves a 8.08% return, which is significantly lower than INPFX's 11.12% return. Over the past 10 years, PBHAX has underperformed INPFX with an annualized return of 4.75%, while INPFX has yielded a comparatively higher 5.94% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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PBHAX vs. INPFX - Expense Ratio Comparison
PBHAX has a 0.75% expense ratio, which is higher than INPFX's 0.66% expense ratio.
Risk-Adjusted Performance
PBHAX vs. INPFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PGIM High Yield Fund (PBHAX) and American Funds Conservative Growth and Income Portfolio Class F-1 (INPFX). 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
PBHAX vs. INPFX - Dividend Comparison
PBHAX's dividend yield for the trailing twelve months is around 7.11%, more than INPFX's 3.73% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PBHAX PGIM High Yield Fund | 7.11% | 6.77% | 6.74% | 5.25% | 5.70% | 5.99% | 6.27% | 6.01% | 6.20% | 6.65% | 6.37% | 6.39% |
INPFX American Funds Conservative Growth and Income Portfolio Class F-1 | 3.73% | 3.86% | 3.37% | 2.59% | 3.48% | 3.24% | 3.32% | 2.81% | 3.11% | 3.39% | 4.63% | 3.71% |
Drawdowns
PBHAX vs. INPFX - Drawdown Comparison
The maximum PBHAX drawdown since its inception was -28.75%, which is greater than INPFX's maximum drawdown of -21.31%. Use the drawdown chart below to compare losses from any high point for PBHAX and INPFX. For additional features, visit the drawdowns tool.
Volatility
PBHAX vs. INPFX - Volatility Comparison
The current volatility for PGIM High Yield Fund (PBHAX) is 0.72%, while American Funds Conservative Growth and Income Portfolio Class F-1 (INPFX) has a volatility of 1.44%. This indicates that PBHAX experiences smaller price fluctuations and is considered to be less risky than INPFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.