PDIAX vs. SEBLX
Compare and contrast key facts about Virtus KAR Equity Income Fund (PDIAX) and Touchstone Balanced Fund (SEBLX).
PDIAX is managed by Virtus. It was launched on Sep 25, 1997. SEBLX is managed by Touchstone. It was launched on Nov 15, 1938.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PDIAX or SEBLX.
Key characteristics
| PDIAX | SEBLX | |
|---|---|---|
| YTD Return | 13.10% | 14.54% |
| 1Y Return | 22.53% | 22.44% |
| 3Y Return (Ann) | 2.72% | 3.42% |
| 5Y Return (Ann) | 1.98% | 5.38% |
| 10Y Return (Ann) | 1.41% | 5.13% |
| Sharpe Ratio | 2.13 | 2.83 |
| Sortino Ratio | 3.10 | 3.84 |
| Omega Ratio | 1.38 | 1.54 |
| Calmar Ratio | 0.88 | 2.21 |
| Martin Ratio | 13.10 | 20.76 |
| Ulcer Index | 1.71% | 1.08% |
| Daily Std Dev | 10.50% | 7.90% |
| Max Drawdown | -53.27% | -33.67% |
| Current Drawdown | -8.77% | -0.35% |
Correlation
The correlation between PDIAX and SEBLX is 0.88, 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
PDIAX vs. SEBLX - Performance Comparison
In the year-to-date period, PDIAX achieves a 13.10% return, which is significantly lower than SEBLX's 14.54% return. Over the past 10 years, PDIAX has underperformed SEBLX with an annualized return of 1.41%, while SEBLX has yielded a comparatively higher 5.13% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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PDIAX vs. SEBLX - Expense Ratio Comparison
PDIAX has a 1.20% expense ratio, which is higher than SEBLX's 0.99% expense ratio.
Risk-Adjusted Performance
PDIAX vs. SEBLX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Equity Income Fund (PDIAX) and Touchstone Balanced Fund (SEBLX). 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
PDIAX vs. SEBLX - Dividend Comparison
PDIAX's dividend yield for the trailing twelve months is around 2.40%, more than SEBLX's 1.29% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PDIAX Virtus KAR Equity Income Fund | 2.40% | 2.71% | 2.41% | 2.07% | 1.46% | 0.95% | 1.21% | 0.57% | 1.11% | 0.81% | 0.38% | 0.49% |
SEBLX Touchstone Balanced Fund | 1.29% | 1.26% | 0.99% | 0.41% | 1.00% | 1.41% | 1.60% | 1.08% | 1.32% | 2.49% | 6.42% | 5.42% |
Drawdowns
PDIAX vs. SEBLX - Drawdown Comparison
The maximum PDIAX drawdown since its inception was -53.27%, which is greater than SEBLX's maximum drawdown of -33.67%. Use the drawdown chart below to compare losses from any high point for PDIAX and SEBLX. For additional features, visit the drawdowns tool.
Volatility
PDIAX vs. SEBLX - Volatility Comparison
Virtus KAR Equity Income Fund (PDIAX) has a higher volatility of 3.26% compared to Touchstone Balanced Fund (SEBLX) at 2.31%. This indicates that PDIAX's price experiences larger fluctuations and is considered to be riskier than SEBLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.