PDCZX vs. PTRQX
Compare and contrast key facts about PGIM Income Builder Fund (PDCZX) and PGIM Total Return Bond R6 (PTRQX).
PDCZX is managed by PGIM. It was launched on Nov 17, 1998. PTRQX is managed by PGIM. It was launched on Dec 27, 2010.
Performance
PDCZX vs. PTRQX - Performance Comparison
Loading graphics...
PDCZX vs. PTRQX - 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% |
PTRQX PGIM Total Return Bond R6 | -0.59% | 7.81% | 3.06% | 7.80% | -14.30% | -1.37% | 8.13% | 10.85% | -0.73% | 6.67% |
Returns By Period
In the year-to-date period, PDCZX achieves a 1.75% return, which is significantly higher than PTRQX's -0.59% return. Over the past 10 years, PDCZX has outperformed PTRQX with an annualized return of 6.87%, while PTRQX has yielded a comparatively lower 2.64% 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%
PTRQX
- 1D
- 0.50%
- 1M
- -2.59%
- YTD
- -0.59%
- 6M
- 0.54%
- 1Y
- 4.26%
- 3Y*
- 4.89%
- 5Y*
- 1.09%
- 10Y*
- 2.64%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PDCZX vs. PTRQX - Expense Ratio Comparison
PDCZX has a 0.18% expense ratio, which is lower than PTRQX's 0.39% expense ratio.
Return for Risk
PDCZX vs. PTRQX — Risk / Return Rank
PDCZX
PTRQX
PDCZX vs. PTRQX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PGIM Income Builder Fund (PDCZX) and PGIM Total Return Bond R6 (PTRQX). 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 | PTRQX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.62 | 1.09 | +0.54 |
Sortino ratioReturn per unit of downside risk | 2.13 | 1.54 | +0.59 |
Omega ratioGain probability vs. loss probability | 1.35 | 1.19 | +0.16 |
Calmar ratioReturn relative to maximum drawdown | 1.79 | 1.74 | +0.04 |
Martin ratioReturn relative to average drawdown | 8.87 | 5.23 | +3.63 |
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
| PDCZX | PTRQX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.62 | 1.09 | +0.54 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.84 | 0.18 | +0.66 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.51 | +0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.68 | 0.75 | -0.07 |
Correlation
The correlation between PDCZX and PTRQX is 0.14, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
PDCZX vs. PTRQX - Dividend Comparison
PDCZX's dividend yield for the trailing twelve months is around 4.54%, more than PTRQX's 4.28% 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% |
PTRQX PGIM Total Return Bond R6 | 4.28% | 4.63% | 4.89% | 4.70% | 5.83% | 2.82% | 3.05% | 6.95% | 3.99% | 2.93% | 4.01% | 3.11% |
Drawdowns
PDCZX vs. PTRQX - Drawdown Comparison
The maximum PDCZX drawdown since its inception was -31.16%, which is greater than PTRQX's maximum drawdown of -20.72%. Use the drawdown chart below to compare losses from any high point for PDCZX and PTRQX.
Loading graphics...
Drawdown Indicators
| PDCZX | PTRQX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -31.16% | -20.72% | -10.44% |
Max Drawdown (1Y)Largest decline over 1 year | -7.27% | -3.08% | -4.19% |
Max Drawdown (5Y)Largest decline over 5 years | -17.89% | -20.69% | +2.80% |
Max Drawdown (10Y)Largest decline over 10 years | -31.16% | -20.72% | -10.44% |
Current DrawdownCurrent decline from peak | -4.72% | -2.59% | -2.13% |
Average DrawdownAverage peak-to-trough decline | -3.37% | -3.31% | -0.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.47% | 1.03% | +0.44% |
Volatility
PDCZX vs. PTRQX - Volatility Comparison
PGIM Income Builder Fund (PDCZX) has a higher volatility of 2.97% compared to PGIM Total Return Bond R6 (PTRQX) at 1.59%. This indicates that PDCZX's price experiences larger fluctuations and is considered to be riskier than PTRQX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| PDCZX | PTRQX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.97% | 1.59% | +1.38% |
Volatility (6M)Calculated over the trailing 6-month period | 4.66% | 2.62% | +2.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.20% | 4.48% | +3.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.33% | 5.98% | +2.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.56% | 5.22% | +4.34% |