PDSZX vs. FXIEX
Compare and contrast key facts about PGIM Short Duration Muni Fund (PDSZX) and PIMCO Fixed Income SHares: Series TE (FXIEX).
PDSZX is managed by PGIM. It was launched on May 28, 2014. FXIEX is managed by PIMCO. It was launched on Jun 24, 2012.
Performance
PDSZX vs. FXIEX - Performance Comparison
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PDSZX vs. FXIEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PDSZX PGIM Short Duration Muni Fund | -0.07% | 4.64% | 2.39% | 4.23% | -6.16% | 0.36% | 2.85% | 5.92% | 1.29% | 5.11% |
FXIEX PIMCO Fixed Income SHares: Series TE | -0.72% | 3.37% | 5.16% | 8.92% | -10.89% | 2.19% | 7.22% | 8.45% | 1.00% | 7.71% |
Returns By Period
In the year-to-date period, PDSZX achieves a -0.07% return, which is significantly higher than FXIEX's -0.72% return. Over the past 10 years, PDSZX has underperformed FXIEX with an annualized return of 1.83%, while FXIEX has yielded a comparatively higher 2.74% annualized return.
PDSZX
- 1D
- 0.10%
- 1M
- -1.77%
- YTD
- -0.07%
- 6M
- 0.73%
- 1Y
- 3.77%
- 3Y*
- 3.11%
- 5Y*
- 1.05%
- 10Y*
- 1.83%
FXIEX
- 1D
- 0.10%
- 1M
- -2.32%
- YTD
- -0.72%
- 6M
- 0.00%
- 1Y
- 2.29%
- 3Y*
- 4.64%
- 5Y*
- 1.48%
- 10Y*
- 2.74%
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PDSZX vs. FXIEX - Expense Ratio Comparison
PDSZX has a 0.32% expense ratio, which is higher than FXIEX's 0.07% expense ratio.
Return for Risk
PDSZX vs. FXIEX — Risk / Return Rank
PDSZX
FXIEX
PDSZX vs. FXIEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PGIM Short Duration Muni Fund (PDSZX) and PIMCO Fixed Income SHares: Series TE (FXIEX). 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.
| PDSZX | FXIEX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.46 | 0.74 | +0.72 |
Sortino ratioReturn per unit of downside risk | 2.00 | 1.06 | +0.93 |
Omega ratioGain probability vs. loss probability | 1.57 | 1.19 | +0.37 |
Calmar ratioReturn relative to maximum drawdown | 1.57 | 0.48 | +1.08 |
Martin ratioReturn relative to average drawdown | 6.63 | 1.44 | +5.19 |
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
| PDSZX | FXIEX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.46 | 0.74 | +0.72 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.48 | 0.36 | +0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | 0.69 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.81 | 0.56 | +0.26 |
Correlation
The correlation between PDSZX and FXIEX is 0.63, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
PDSZX vs. FXIEX - Dividend Comparison
PDSZX's dividend yield for the trailing twelve months is around 2.90%, more than FXIEX's 2.03% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PDSZX PGIM Short Duration Muni Fund | 2.90% | 3.10% | 2.56% | 1.76% | 1.21% | 1.03% | 2.01% | 2.31% | 2.37% | 2.28% | 2.34% | 2.40% |
FXIEX PIMCO Fixed Income SHares: Series TE | 2.03% | 2.75% | 4.53% | 3.98% | 3.25% | 2.63% | 3.37% | 3.63% | 3.79% | 2.67% | 0.00% | 0.00% |
Drawdowns
PDSZX vs. FXIEX - Drawdown Comparison
The maximum PDSZX drawdown since its inception was -10.14%, smaller than the maximum FXIEX drawdown of -15.25%. Use the drawdown chart below to compare losses from any high point for PDSZX and FXIEX.
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Drawdown Indicators
| PDSZX | FXIEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -10.14% | -15.25% | +5.11% |
Max Drawdown (1Y)Largest decline over 1 year | -2.71% | -5.11% | +2.40% |
Max Drawdown (5Y)Largest decline over 5 years | -9.29% | -15.25% | +5.96% |
Max Drawdown (10Y)Largest decline over 10 years | -10.14% | -15.25% | +5.11% |
Current DrawdownCurrent decline from peak | -1.77% | -2.32% | +0.55% |
Average DrawdownAverage peak-to-trough decline | -1.72% | -2.92% | +1.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.64% | 1.83% | -1.19% |
Volatility
PDSZX vs. FXIEX - Volatility Comparison
The current volatility for PGIM Short Duration Muni Fund (PDSZX) is 0.56%, while PIMCO Fixed Income SHares: Series TE (FXIEX) has a volatility of 1.03%. This indicates that PDSZX experiences smaller price fluctuations and is considered to be less risky than FXIEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PDSZX | FXIEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.56% | 1.03% | -0.47% |
Volatility (6M)Calculated over the trailing 6-month period | 1.06% | 2.31% | -1.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.94% | 5.73% | -2.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.21% | 4.30% | -2.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.59% | 4.07% | -1.48% |