Correlation
The correlation between PDGZX and RLBGX is 0.92, 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.
PDGZX vs. RLBGX
Compare and contrast key facts about PIMCO RealPath Blend 2035 Fund (PDGZX) and American Funds American Balanced Fund Class R-6 (RLBGX).
PDGZX is managed by PIMCO. It was launched on Dec 30, 2014. RLBGX is managed by American Funds. It was launched on Jul 26, 1975.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PDGZX or RLBGX.
Performance
PDGZX vs. RLBGX - Performance Comparison
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Key characteristics
PDGZX:
0.89
RLBGX:
1.13
PDGZX:
1.21
RLBGX:
1.48
PDGZX:
1.17
RLBGX:
1.21
PDGZX:
0.90
RLBGX:
1.15
PDGZX:
3.95
RLBGX:
4.66
PDGZX:
2.43%
RLBGX:
2.64%
PDGZX:
11.79%
RLBGX:
12.01%
PDGZX:
-27.25%
RLBGX:
-22.33%
PDGZX:
-0.27%
RLBGX:
-0.64%
Returns By Period
In the year-to-date period, PDGZX achieves a 4.19% return, which is significantly higher than RLBGX's 3.55% return. Over the past 10 years, PDGZX has underperformed RLBGX with an annualized return of 7.25%, while RLBGX has yielded a comparatively higher 8.62% annualized return.
PDGZX
4.19%
3.07%
1.17%
9.75%
7.83%
9.05%
7.25%
RLBGX
3.55%
3.69%
2.17%
12.79%
9.30%
9.68%
8.62%
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PDGZX vs. RLBGX - Expense Ratio Comparison
PDGZX has a 0.05% expense ratio, which is lower than RLBGX's 0.25% 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
PDGZX vs. RLBGX — Risk-Adjusted Performance Rank
PDGZX
RLBGX
PDGZX vs. RLBGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO RealPath Blend 2035 Fund (PDGZX) and American Funds American Balanced Fund Class R-6 (RLBGX). 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.
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Dividends
PDGZX vs. RLBGX - Dividend Comparison
PDGZX's dividend yield for the trailing twelve months is around 3.80%, less than RLBGX's 7.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PDGZX PIMCO RealPath Blend 2035 Fund | 3.80% | 4.18% | 2.48% | 3.30% | 4.93% | 2.12% | 3.71% | 5.85% | 2.17% | 2.72% | 2.40% | 0.00% |
RLBGX American Funds American Balanced Fund Class R-6 | 7.27% | 7.50% | 2.66% | 2.63% | 4.59% | 4.65% | 4.29% | 6.49% | 5.68% | 4.54% | 5.91% | 7.67% |
Drawdowns
PDGZX vs. RLBGX - Drawdown Comparison
The maximum PDGZX drawdown since its inception was -27.25%, which is greater than RLBGX's maximum drawdown of -22.33%. Use the drawdown chart below to compare losses from any high point for PDGZX and RLBGX.
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Volatility
PDGZX vs. RLBGX - Volatility Comparison
PIMCO RealPath Blend 2035 Fund (PDGZX) and American Funds American Balanced Fund Class R-6 (RLBGX) have volatilities of 2.68% and 2.69%, 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.
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