PDGJX vs. SWYFX
Compare and contrast key facts about Prudential Day One 2035 Fund (PDGJX) and Schwab Target 2035 Index Fund (SWYFX).
PDGJX is managed by PGIM Funds (Prudential). It was launched on Dec 12, 2016. SWYFX is managed by Schwab Funds. It was launched on Aug 24, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PDGJX or SWYFX.
Correlation
The correlation between PDGJX and SWYFX is 0.95, 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
PDGJX vs. SWYFX - Performance Comparison
Key characteristics
PDGJX:
0.50
SWYFX:
1.80
PDGJX:
0.64
SWYFX:
2.48
PDGJX:
1.12
SWYFX:
1.33
PDGJX:
0.48
SWYFX:
3.23
PDGJX:
1.46
SWYFX:
9.78
PDGJX:
3.73%
SWYFX:
1.64%
PDGJX:
10.85%
SWYFX:
8.91%
PDGJX:
-28.29%
SWYFX:
-26.50%
PDGJX:
-7.73%
SWYFX:
0.00%
Returns By Period
In the year-to-date period, PDGJX achieves a 3.48% return, which is significantly lower than SWYFX's 3.77% return.
PDGJX
3.48%
2.02%
-3.97%
4.26%
3.19%
N/A
SWYFX
3.77%
2.30%
4.83%
14.50%
7.71%
N/A
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PDGJX vs. SWYFX - Expense Ratio Comparison
PDGJX has a 0.02% expense ratio, which is lower than SWYFX's 0.04% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
PDGJX vs. SWYFX — Risk-Adjusted Performance Rank
PDGJX
SWYFX
PDGJX vs. SWYFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Prudential Day One 2035 Fund (PDGJX) and Schwab Target 2035 Index Fund (SWYFX). 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
PDGJX vs. SWYFX - Dividend Comparison
PDGJX's dividend yield for the trailing twelve months is around 4.03%, more than SWYFX's 2.28% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
PDGJX Prudential Day One 2035 Fund | 4.03% | 4.17% | 2.93% | 3.62% | 7.41% | 1.54% | 2.31% | 3.15% | 2.01% | 0.00% |
SWYFX Schwab Target 2035 Index Fund | 2.28% | 2.37% | 2.15% | 2.02% | 1.72% | 1.64% | 1.99% | 2.10% | 1.43% | 0.99% |
Drawdowns
PDGJX vs. SWYFX - Drawdown Comparison
The maximum PDGJX drawdown since its inception was -28.29%, which is greater than SWYFX's maximum drawdown of -26.50%. Use the drawdown chart below to compare losses from any high point for PDGJX and SWYFX. For additional features, visit the drawdowns tool.
Volatility
PDGJX vs. SWYFX - Volatility Comparison
The current volatility for Prudential Day One 2035 Fund (PDGJX) is 1.87%, while Schwab Target 2035 Index Fund (SWYFX) has a volatility of 2.21%. This indicates that PDGJX experiences smaller price fluctuations and is considered to be less risky than SWYFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.