PDBAX vs. PTTRX
Compare and contrast key facts about PGIM Total Return Bond Fund (PDBAX) and PIMCO Total Return Fund Institutional Class (PTTRX).
PDBAX is managed by PGIM Investments. It was launched on Jan 10, 1995. PTTRX is managed by PIMCO.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PDBAX or PTTRX.
Correlation
The correlation between PDBAX and PTTRX is 0.83, 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.
Performance
PDBAX vs. PTTRX - Performance Comparison
Key characteristics
PDBAX:
0.53
PTTRX:
0.47
PDBAX:
0.76
PTTRX:
0.70
PDBAX:
1.09
PTTRX:
1.08
PDBAX:
0.22
PTTRX:
0.06
PDBAX:
1.69
PTTRX:
1.49
PDBAX:
1.68%
PTTRX:
1.77%
PDBAX:
5.38%
PTTRX:
5.59%
PDBAX:
-20.62%
PTTRX:
-90.27%
PDBAX:
-8.25%
PTTRX:
-42.46%
Returns By Period
In the year-to-date period, PDBAX achieves a 2.28% return, which is significantly higher than PTTRX's 2.08% return. Over the past 10 years, PDBAX has outperformed PTTRX with an annualized return of 1.48%, while PTTRX has yielded a comparatively lower 1.03% annualized return.
PDBAX
2.28%
-0.31%
1.62%
2.92%
-0.16%
1.48%
PTTRX
2.08%
-0.32%
1.35%
2.63%
-0.50%
1.03%
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PDBAX vs. PTTRX - Expense Ratio Comparison
PDBAX has a 0.76% expense ratio, which is higher than PTTRX's 0.47% expense ratio.
Risk-Adjusted Performance
PDBAX vs. PTTRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PGIM Total Return Bond Fund (PDBAX) and PIMCO Total Return Fund Institutional Class (PTTRX). 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
PDBAX vs. PTTRX - Dividend Comparison
PDBAX's dividend yield for the trailing twelve months is around 4.50%, which matches PTTRX's 4.52% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PDBAX PGIM Total Return Bond Fund | 4.50% | 4.32% | 4.83% | 2.69% | 2.69% | 3.34% | 3.75% | 2.63% | 2.60% | 2.93% | 3.33% | 3.50% |
PTTRX PIMCO Total Return Fund Institutional Class | 4.52% | 3.82% | 4.41% | 2.35% | 2.53% | 3.79% | 3.12% | 2.63% | 3.04% | 3.06% | 4.17% | 2.50% |
Drawdowns
PDBAX vs. PTTRX - Drawdown Comparison
The maximum PDBAX drawdown since its inception was -20.62%, smaller than the maximum PTTRX drawdown of -90.27%. Use the drawdown chart below to compare losses from any high point for PDBAX and PTTRX. For additional features, visit the drawdowns tool.
Volatility
PDBAX vs. PTTRX - Volatility Comparison
The current volatility for PGIM Total Return Bond Fund (PDBAX) is 1.68%, while PIMCO Total Return Fund Institutional Class (PTTRX) has a volatility of 1.79%. This indicates that PDBAX experiences smaller price fluctuations and is considered to be less risky than PTTRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.