PBHAX vs. VDIGX

In the year-to-date period, PBHAX achieves a 1.66% return, which is significantly higher than VDIGX's -1.75% return. Over the past 10 years, PBHAX has underperformed VDIGX with an annualized return of 4.74%, while VDIGX has yielded a comparatively higher 6.15% annualized return.

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PBHAX has a 0.75% expense ratio, which is higher than VDIGX's 0.27% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for PGIM High Yield Fund (PBHAX) and Vanguard Dividend Growth Fund (VDIGX). 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 PBHAX Sharpe Ratio is 2.27, which is higher than the VDIGX Sharpe Ratio of -0.37. The chart below compares the historical Sharpe Ratios of PBHAX and VDIGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

PBHAX's dividend yield for the trailing twelve months is around 7.06%, more than VDIGX's 1.90% yield.

The maximum PBHAX drawdown since its inception was -28.75%, smaller than the maximum VDIGX drawdown of -46.89%. Use the drawdown chart below to compare losses from any high point for PBHAX and VDIGX. For additional features, visit the drawdowns tool.

The current volatility for PGIM High Yield Fund (PBHAX) is 1.21%, while Vanguard Dividend Growth Fund (VDIGX) has a volatility of 4.60%. This indicates that PBHAX experiences smaller price fluctuations and is considered to be less risky than VDIGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.