PDBZX vs. EIBAX
Compare and contrast key facts about PGIM Total Return Bond Fund Class Z (PDBZX) and Eaton Vance Total Return Bond Fund (EIBAX).
PDBZX is managed by PGIM. It was launched on Jan 14, 1997. EIBAX is managed by Eaton Vance. It was launched on Nov 17, 2009.
Performance
PDBZX vs. EIBAX - Performance Comparison
Loading graphics...
PDBZX vs. EIBAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PDBZX PGIM Total Return Bond Fund Class Z | -0.53% | 7.70% | 2.87% | 7.70% | -14.33% | -1.46% | 8.01% | 14.76% | -0.72% | 6.60% |
EIBAX Eaton Vance Total Return Bond Fund | -0.90% | 9.15% | 4.38% | 5.59% | -12.88% | 3.02% | 5.89% | 10.84% | -0.84% | 7.72% |
Returns By Period
In the year-to-date period, PDBZX achieves a -0.53% return, which is significantly higher than EIBAX's -0.90% return. Over the past 10 years, PDBZX has underperformed EIBAX with an annualized return of 2.93%, while EIBAX has yielded a comparatively higher 3.75% annualized return.
PDBZX
- 1D
- 0.50%
- 1M
- -2.52%
- YTD
- -0.53%
- 6M
- 0.58%
- 1Y
- 4.25%
- 3Y*
- 4.79%
- 5Y*
- 1.00%
- 10Y*
- 2.93%
EIBAX
- 1D
- 0.48%
- 1M
- -2.80%
- YTD
- -0.90%
- 6M
- 0.43%
- 1Y
- 5.14%
- 3Y*
- 5.01%
- 5Y*
- 1.38%
- 10Y*
- 3.75%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PDBZX vs. EIBAX - Expense Ratio Comparison
Both PDBZX and EIBAX have an expense ratio of 0.49%.
Return for Risk
PDBZX vs. EIBAX — Risk / Return Rank
PDBZX
EIBAX
PDBZX vs. EIBAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PGIM Total Return Bond Fund Class Z (PDBZX) and Eaton Vance Total Return Bond Fund (EIBAX). 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.
| PDBZX | EIBAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.04 | 1.33 | -0.29 |
Sortino ratioReturn per unit of downside risk | 1.48 | 1.92 | -0.44 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.24 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.75 | 1.90 | -0.15 |
Martin ratioReturn relative to average drawdown | 5.12 | 7.02 | -1.90 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| PDBZX | EIBAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | 1.33 | -0.29 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.17 | 0.26 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.80 | -0.25 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.09 | 0.80 | +0.28 |
Correlation
The correlation between PDBZX and EIBAX is 0.77, 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
PDBZX vs. EIBAX - Dividend Comparison
PDBZX's dividend yield for the trailing twelve months is around 4.19%, less than EIBAX's 4.77% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PDBZX PGIM Total Return Bond Fund Class Z | 4.19% | 4.54% | 4.79% | 4.60% | 5.73% | 2.73% | 2.94% | 10.36% | 4.01% | 2.87% | 3.92% | 3.33% |
EIBAX Eaton Vance Total Return Bond Fund | 4.77% | 5.13% | 5.58% | 4.01% | 4.04% | 3.49% | 3.87% | 3.97% | 4.16% | 3.55% | 3.90% | 5.69% |
Drawdowns
PDBZX vs. EIBAX - Drawdown Comparison
The maximum PDBZX drawdown since its inception was -20.88%, which is greater than EIBAX's maximum drawdown of -17.20%. Use the drawdown chart below to compare losses from any high point for PDBZX and EIBAX.
Loading graphics...
Drawdown Indicators
| PDBZX | EIBAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.88% | -17.20% | -3.68% |
Max Drawdown (1Y)Largest decline over 1 year | -3.06% | -3.26% | +0.20% |
Max Drawdown (5Y)Largest decline over 5 years | -20.81% | -16.91% | -3.90% |
Max Drawdown (10Y)Largest decline over 10 years | -20.88% | -17.20% | -3.68% |
Current DrawdownCurrent decline from peak | -2.52% | -2.80% | +0.28% |
Average DrawdownAverage peak-to-trough decline | -2.31% | -3.53% | +1.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.05% | 0.89% | +0.16% |
Volatility
PDBZX vs. EIBAX - Volatility Comparison
PGIM Total Return Bond Fund Class Z (PDBZX) and Eaton Vance Total Return Bond Fund (EIBAX) have volatilities of 1.72% and 1.70%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| PDBZX | EIBAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.72% | 1.70% | +0.02% |
Volatility (6M)Calculated over the trailing 6-month period | 2.71% | 2.69% | +0.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.59% | 4.33% | +0.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.00% | 5.26% | +0.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.34% | 4.69% | +0.65% |