PDIAX vs. SEBLX

Last updated Apr 1, 2026

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.

Performance

PDIAX vs. SEBLX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Virtus KAR Equity Income Fund (PDIAX) and Touchstone Balanced Fund (SEBLX). The values are adjusted to include any dividend payments, if applicable.

PDIAX vs. SEBLX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
PDIAX Virtus KAR Equity Income Fund	1.27%	13.45%	9.10%	1.08%	-2.58%	17.04%	14.51%	28.11%	-12.69%	22.45%
SEBLX Touchstone Balanced Fund	-6.71%	13.59%	13.08%	18.17%	-16.16%	13.95%	18.74%	39.05%	-2.74%	15.69%

Returns By Period

In the year-to-date period, PDIAX achieves a 1.27% return, which is significantly higher than SEBLX's -6.71% return. Over the past 10 years, PDIAX has underperformed SEBLX with an annualized return of 9.54%, while SEBLX has yielded a comparatively higher 10.26% annualized return.

PDIAX

• 1D: 0.14%
• 1M: -6.09%
• YTD: 1.27%
• 6M: 0.93%
• 1Y: 11.90%
• 3Y*: 8.66%
• 5Y*: 6.17%
• 10Y*: 9.54%

SEBLX

• 1D: 0.23%
• 1M: -6.47%
• YTD: -6.71%
• 6M: -4.85%
• 1Y: 7.28%
• 3Y*: 9.91%
• 5Y*: 5.51%
• 10Y*: 10.26%

*Multi-year figures are annualized to reflect compound growth (CAGR)

PDIAX vs. SEBLX - Expense Ratio Comparison

PDIAX has a 1.20% expense ratio, which is higher than SEBLX's 0.99% expense ratio.

PDIAX

Virtus KAR Equity Income Fund

SEBLX

Touchstone Balanced Fund

Return for Risk

PDIAX vs. SEBLX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PDIAX

PDIAX Risk / Return Rank: 58
PDIAX Sharpe Ratio Rank: 54
PDIAX Sortino Ratio Rank: 57
PDIAX Omega Ratio Rank: 56
PDIAX Calmar Ratio Rank: 52
PDIAX Martin Ratio Rank: 68

SEBLX

SEBLX Risk / Return Rank: 27
SEBLX Sharpe Ratio Rank: 28
SEBLX Sortino Ratio Rank: 28
SEBLX Omega Ratio Rank: 28
SEBLX Calmar Ratio Rank: 26
SEBLX Martin Ratio Rank: 27

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

PDIAX vs. SEBLX - Risk-Adjusted Trends 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.

	PDIAX	SEBLX	Difference
Sharpe ratio Return per unit of total volatility	1.01	0.67	+0.33
Sortino ratio Return per unit of downside risk	1.51	1.03	+0.48
Omega ratio Gain probability vs. loss probability	1.22	1.15	+0.07
Calmar ratio Return relative to maximum drawdown	1.25	0.76	+0.49
Martin ratio Return relative to average drawdown	6.48	2.97	+3.51
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

PDIAX vs. SEBLX - Sharpe Ratio Comparison

The current PDIAX Sharpe Ratio is 1.01, which is higher than the SEBLX Sharpe Ratio of 0.67. The chart below compares the historical Sharpe Ratios of PDIAX and SEBLX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	PDIAX	SEBLX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.01	0.67	+0.33
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.48	0.50	-0.02
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.57	0.85	-0.28
Sharpe Ratio (All Time) Calculated using the full available price history	0.40	0.74	-0.34

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.

Dividends

PDIAX vs. SEBLX - Dividend Comparison

PDIAX's dividend yield for the trailing twelve months is around 6.80%, more than SEBLX's 5.39% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
PDIAX Virtus KAR Equity Income Fund	6.80%	6.52%	2.88%	2.71%	5.83%	4.16%	35.18%	0.95%	1.20%	15.53%	3.60%	19.74%
SEBLX Touchstone Balanced Fund	5.39%	5.03%	1.83%	1.26%	0.99%	2.74%	7.72%	24.06%	7.04%	6.00%	1.98%	5.91%

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 -36.70%. Use the drawdown chart below to compare losses from any high point for PDIAX and SEBLX.

Drawdown Indicators

	PDIAX	SEBLX	Difference
Max Drawdown Largest peak-to-trough decline	-53.27%	-36.70%	-16.57%
Max Drawdown (1Y) Largest decline over 1 year	-9.70%	-8.30%	-1.40%
Max Drawdown (5Y) Largest decline over 5 years	-16.21%	-22.47%	+6.26%
Max Drawdown (10Y) Largest decline over 10 years	-35.26%	-22.47%	-12.79%
Current Drawdown Current decline from peak	-6.09%	-8.08%	+1.99%
Average Drawdown Average peak-to-trough decline	-8.42%	-3.85%	-4.57%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.87%	2.11%	-0.24%

Volatility

PDIAX vs. SEBLX - Volatility Comparison

Virtus KAR Equity Income Fund (PDIAX) has a higher volatility of 3.34% compared to Touchstone Balanced Fund (SEBLX) at 3.15%. 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.

Volatility by Period

	PDIAX	SEBLX	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.34%	3.15%	+0.19%
Volatility (6M) Calculated over the trailing 6-month period	6.45%	6.05%	+0.40%
Volatility (1Y) Calculated over the trailing 1-year period	13.01%	11.33%	+1.68%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	12.98%	11.18%	+1.80%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.91%	12.15%	+4.76%