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.
Performance
PDGZX vs. RLBGX - Performance Comparison
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PDGZX vs. RLBGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PDGZX PIMCO RealPath Blend 2035 Fund | -0.92% | 16.92% | 10.09% | 16.52% | -17.06% | 15.06% | 13.72% | 22.67% | -6.75% | 18.13% |
RLBGX American Funds American Balanced Fund Class R-6 | -1.07% | 18.83% | 15.35% | 13.92% | -11.85% | 16.10% | 11.20% | 18.95% | -3.07% | 14.97% |
Returns By Period
In the year-to-date period, PDGZX achieves a -0.92% return, which is significantly higher than RLBGX's -1.07% return. Over the past 10 years, PDGZX has underperformed RLBGX with an annualized return of 8.87%, while RLBGX has yielded a comparatively higher 9.52% annualized return.
PDGZX
- 1D
- 1.89%
- 1M
- -4.60%
- YTD
- -0.92%
- 6M
- 1.07%
- 1Y
- 14.19%
- 3Y*
- 11.84%
- 5Y*
- 6.38%
- 10Y*
- 8.87%
RLBGX
- 1D
- 1.76%
- 1M
- -4.85%
- YTD
- -1.07%
- 6M
- 2.20%
- 1Y
- 17.26%
- 3Y*
- 14.51%
- 5Y*
- 8.58%
- 10Y*
- 9.52%
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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%.
Return for Risk
PDGZX vs. RLBGX — Risk / Return Rank
PDGZX
RLBGX
PDGZX vs. RLBGX - Risk-Adjusted Trends 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.
| PDGZX | RLBGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.29 | 1.59 | -0.30 |
Sortino ratioReturn per unit of downside risk | 1.84 | 2.33 | -0.49 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.33 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.63 | 2.48 | -0.84 |
Martin ratioReturn relative to average drawdown | 7.40 | 10.39 | -2.99 |
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
| PDGZX | RLBGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.29 | 1.59 | -0.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | 0.83 | -0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.73 | 0.90 | -0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.64 | 0.92 | -0.28 |
Correlation
The correlation between PDGZX and RLBGX is 0.94, 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
PDGZX vs. RLBGX - Dividend Comparison
PDGZX's dividend yield for the trailing twelve months is around 5.29%, less than RLBGX's 8.69% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PDGZX PIMCO RealPath Blend 2035 Fund | 5.29% | 5.09% | 4.17% | 2.73% | 3.30% | 4.92% | 2.12% | 3.71% | 5.84% | 2.17% | 2.72% | 2.40% |
RLBGX American Funds American Balanced Fund Class R-6 | 8.69% | 8.56% | 7.50% | 2.27% | 2.63% | 4.59% | 4.65% | 3.78% | 5.81% | 4.92% | 4.54% | 5.91% |
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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Drawdown Indicators
| PDGZX | RLBGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.25% | -22.33% | -4.92% |
Max Drawdown (1Y)Largest decline over 1 year | -8.59% | -7.33% | -1.26% |
Max Drawdown (5Y)Largest decline over 5 years | -24.26% | -18.59% | -5.67% |
Max Drawdown (10Y)Largest decline over 10 years | -27.25% | -22.33% | -4.92% |
Current DrawdownCurrent decline from peak | -5.18% | -5.34% | +0.16% |
Average DrawdownAverage peak-to-trough decline | -4.45% | -2.48% | -1.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.90% | 1.75% | +0.15% |
Volatility
PDGZX vs. RLBGX - Volatility Comparison
PIMCO RealPath Blend 2035 Fund (PDGZX) has a higher volatility of 4.38% compared to American Funds American Balanced Fund Class R-6 (RLBGX) at 3.86%. This indicates that PDGZX's price experiences larger fluctuations and is considered to be riskier than RLBGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PDGZX | RLBGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.38% | 3.86% | +0.52% |
Volatility (6M)Calculated over the trailing 6-month period | 6.59% | 6.95% | -0.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.40% | 11.19% | +0.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.58% | 10.45% | +1.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.16% | 10.63% | +1.53% |