PDBZX vs. PIMIX
Compare and contrast key facts about PGIM Total Return Bond Fund Class Z (PDBZX) and PIMCO Income Fund Institutional Class (PIMIX).
PDBZX is managed by PGIM. It was launched on Jan 14, 1997. PIMIX is managed by PIMCO. It was launched on Mar 30, 2007.
Performance
PDBZX vs. PIMIX - Performance Comparison
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PDBZX vs. PIMIX - 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% |
PIMIX PIMCO Income Fund Institutional Class | -1.36% | 11.08% | 5.45% | 9.36% | -9.07% | 2.62% | 5.84% | 8.10% | 0.63% | 8.63% |
Returns By Period
In the year-to-date period, PDBZX achieves a -0.53% return, which is significantly higher than PIMIX's -1.36% return. Over the past 10 years, PDBZX has underperformed PIMIX with an annualized return of 2.93%, while PIMIX has yielded a comparatively higher 4.66% 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%
PIMIX
- 1D
- 0.47%
- 1M
- -3.24%
- YTD
- -1.36%
- 6M
- 1.15%
- 1Y
- 6.07%
- 3Y*
- 7.20%
- 5Y*
- 3.38%
- 10Y*
- 4.66%
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PDBZX vs. PIMIX - Expense Ratio Comparison
PDBZX has a 0.49% expense ratio, which is lower than PIMIX's 0.62% expense ratio.
Return for Risk
PDBZX vs. PIMIX — Risk / Return Rank
PDBZX
PIMIX
PDBZX vs. PIMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PGIM Total Return Bond Fund Class Z (PDBZX) and PIMCO Income Fund Institutional Class (PIMIX). 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 | PIMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.04 | 1.56 | -0.52 |
Sortino ratioReturn per unit of downside risk | 1.48 | 2.25 | -0.76 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.29 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.75 | 1.87 | -0.12 |
Martin ratioReturn relative to average drawdown | 5.12 | 7.56 | -2.44 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PDBZX | PIMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | 1.56 | -0.52 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.17 | 0.72 | -0.55 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 1.11 | -0.56 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.09 | 1.56 | -0.47 |
Correlation
The correlation between PDBZX and PIMIX is 0.65, 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.
Dividends
PDBZX vs. PIMIX - Dividend Comparison
PDBZX's dividend yield for the trailing twelve months is around 4.19%, less than PIMIX's 5.57% 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% |
PIMIX PIMCO Income Fund Institutional Class | 5.57% | 6.01% | 6.27% | 6.21% | 4.98% | 4.02% | 4.88% | 5.83% | 5.66% | 5.37% | 5.52% | 7.88% |
Drawdowns
PDBZX vs. PIMIX - Drawdown Comparison
The maximum PDBZX drawdown since its inception was -20.88%, which is greater than PIMIX's maximum drawdown of -13.39%. Use the drawdown chart below to compare losses from any high point for PDBZX and PIMIX.
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Drawdown Indicators
| PDBZX | PIMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.88% | -13.39% | -7.49% |
Max Drawdown (1Y)Largest decline over 1 year | -3.06% | -3.69% | +0.63% |
Max Drawdown (5Y)Largest decline over 5 years | -20.81% | -13.34% | -7.47% |
Max Drawdown (10Y)Largest decline over 10 years | -20.88% | -13.39% | -7.49% |
Current DrawdownCurrent decline from peak | -2.52% | -3.24% | +0.72% |
Average DrawdownAverage peak-to-trough decline | -2.31% | -1.69% | -0.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.05% | 0.92% | +0.13% |
Volatility
PDBZX vs. PIMIX - Volatility Comparison
The current volatility for PGIM Total Return Bond Fund Class Z (PDBZX) is 1.72%, while PIMCO Income Fund Institutional Class (PIMIX) has a volatility of 1.88%. This indicates that PDBZX experiences smaller price fluctuations and is considered to be less risky than PIMIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PDBZX | PIMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.72% | 1.88% | -0.16% |
Volatility (6M)Calculated over the trailing 6-month period | 2.71% | 2.64% | +0.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.59% | 4.28% | +0.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.00% | 4.75% | +1.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.34% | 4.20% | +1.14% |