PDCZX vs. BERIX
Compare and contrast key facts about PGIM Income Builder Fund (PDCZX) and Chartwell Income Fund (BERIX).
PDCZX is managed by PGIM. It was launched on Nov 17, 1998. BERIX is managed by Carillon Family of Funds. It was launched on Sep 2, 1987.
Performance
PDCZX vs. BERIX - Performance Comparison
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PDCZX vs. BERIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PDCZX PGIM Income Builder Fund | 1.75% | 14.51% | 13.16% | 11.00% | -10.75% | 10.63% | 2.94% | 19.84% | -6.24% | 8.17% |
BERIX Chartwell Income Fund | 3.53% | 13.23% | 7.20% | 7.77% | -10.14% | 7.35% | 4.49% | 9.69% | -0.81% | 3.92% |
Returns By Period
In the year-to-date period, PDCZX achieves a 1.75% return, which is significantly lower than BERIX's 3.53% return. Over the past 10 years, PDCZX has outperformed BERIX with an annualized return of 6.87%, while BERIX has yielded a comparatively lower 4.99% annualized return.
PDCZX
- 1D
- -0.09%
- 1M
- -4.67%
- YTD
- 1.75%
- 6M
- 3.37%
- 1Y
- 13.15%
- 3Y*
- 12.76%
- 5Y*
- 6.96%
- 10Y*
- 6.87%
BERIX
- 1D
- 0.20%
- 1M
- -1.25%
- YTD
- 3.53%
- 6M
- 6.19%
- 1Y
- 13.23%
- 3Y*
- 9.06%
- 5Y*
- 4.94%
- 10Y*
- 4.99%
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PDCZX vs. BERIX - Expense Ratio Comparison
PDCZX has a 0.18% expense ratio, which is lower than BERIX's 0.64% expense ratio.
Return for Risk
PDCZX vs. BERIX — Risk / Return Rank
PDCZX
BERIX
PDCZX vs. BERIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PGIM Income Builder Fund (PDCZX) and Chartwell Income Fund (BERIX). 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.
| PDCZX | BERIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.62 | 2.54 | -0.92 |
Sortino ratioReturn per unit of downside risk | 2.13 | 3.26 | -1.13 |
Omega ratioGain probability vs. loss probability | 1.35 | 1.52 | -0.17 |
Calmar ratioReturn relative to maximum drawdown | 1.79 | 4.62 | -2.83 |
Martin ratioReturn relative to average drawdown | 8.87 | 17.20 | -8.34 |
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
| PDCZX | BERIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.62 | 2.54 | -0.92 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.84 | 0.84 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.84 | -0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.68 | 1.07 | -0.39 |
Correlation
The correlation between PDCZX and BERIX is 0.72, 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
PDCZX vs. BERIX - Dividend Comparison
PDCZX's dividend yield for the trailing twelve months is around 4.54%, more than BERIX's 3.58% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PDCZX PGIM Income Builder Fund | 4.54% | 5.19% | 8.63% | 5.21% | 4.71% | 5.61% | 4.07% | 4.28% | 4.72% | 4.59% | 4.80% | 5.33% |
BERIX Chartwell Income Fund | 3.58% | 3.97% | 3.90% | 3.36% | 3.54% | 2.58% | 3.07% | 3.03% | 5.83% | 5.22% | 2.76% | 2.45% |
Drawdowns
PDCZX vs. BERIX - Drawdown Comparison
The maximum PDCZX drawdown since its inception was -31.16%, which is greater than BERIX's maximum drawdown of -20.34%. Use the drawdown chart below to compare losses from any high point for PDCZX and BERIX.
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Drawdown Indicators
| PDCZX | BERIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.16% | -20.34% | -10.82% |
Max Drawdown (1Y)Largest decline over 1 year | -7.27% | -2.95% | -4.32% |
Max Drawdown (5Y)Largest decline over 5 years | -17.89% | -15.73% | -2.16% |
Max Drawdown (10Y)Largest decline over 10 years | -31.16% | -20.34% | -10.82% |
Current DrawdownCurrent decline from peak | -4.72% | -1.25% | -3.47% |
Average DrawdownAverage peak-to-trough decline | -3.37% | -2.60% | -0.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.47% | 0.79% | +0.68% |
Volatility
PDCZX vs. BERIX - Volatility Comparison
PGIM Income Builder Fund (PDCZX) has a higher volatility of 2.97% compared to Chartwell Income Fund (BERIX) at 1.47%. This indicates that PDCZX's price experiences larger fluctuations and is considered to be riskier than BERIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PDCZX | BERIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.97% | 1.47% | +1.50% |
Volatility (6M)Calculated over the trailing 6-month period | 4.66% | 4.28% | +0.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.20% | 5.38% | +2.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.33% | 5.94% | +2.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.56% | 6.00% | +3.56% |