PJDZX vs. PDBZX
Compare and contrast key facts about PGIM Jennison Rising Dividend Fund (PJDZX) and PGIM Total Return Bond Fund Class Z (PDBZX).
PJDZX is managed by PGIM. It was launched on Mar 4, 2014. PDBZX is managed by PGIM. It was launched on Jan 14, 1997.
Performance
PJDZX vs. PDBZX - Performance Comparison
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PJDZX vs. PDBZX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PJDZX PGIM Jennison Rising Dividend Fund | 0.63% | 18.84% | 40.98% | 8.67% | -10.35% | 24.62% | 13.96% | 32.01% | -7.14% | 17.53% |
PDBZX PGIM Total Return Bond Fund Class Z | -0.53% | 7.70% | 2.87% | 7.70% | -14.33% | -1.46% | 8.01% | 14.76% | -0.72% | 6.60% |
Returns By Period
In the year-to-date period, PJDZX achieves a 0.63% return, which is significantly higher than PDBZX's -0.53% return. Over the past 10 years, PJDZX has outperformed PDBZX with an annualized return of 13.73%, while PDBZX has yielded a comparatively lower 2.93% annualized return.
PJDZX
- 1D
- -0.64%
- 1M
- -6.26%
- YTD
- 0.63%
- 6M
- 4.11%
- 1Y
- 16.90%
- 3Y*
- 22.99%
- 5Y*
- 13.38%
- 10Y*
- 13.73%
PDBZX
- 1D
- 0.50%
- 1M
- -2.52%
- YTD
- -0.53%
- 6M
- 0.58%
- 1Y
- 4.25%
- 3Y*
- 4.79%
- 5Y*
- 1.00%
- 10Y*
- 2.93%
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PJDZX vs. PDBZX - Expense Ratio Comparison
PJDZX has a 0.99% expense ratio, which is higher than PDBZX's 0.49% expense ratio.
Return for Risk
PJDZX vs. PDBZX — Risk / Return Rank
PJDZX
PDBZX
PJDZX vs. PDBZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PGIM Jennison Rising Dividend Fund (PJDZX) and PGIM Total Return Bond Fund Class Z (PDBZX). 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.
| PJDZX | PDBZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.18 | 1.04 | +0.14 |
Sortino ratioReturn per unit of downside risk | 1.64 | 1.48 | +0.16 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.18 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.43 | 1.75 | -0.32 |
Martin ratioReturn relative to average drawdown | 7.15 | 5.12 | +2.03 |
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
| PJDZX | PDBZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.18 | 1.04 | +0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.82 | 0.17 | +0.65 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.80 | 0.55 | +0.25 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.73 | 1.09 | -0.36 |
Correlation
The correlation between PJDZX and PDBZX is -0.06. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
PJDZX vs. PDBZX - Dividend Comparison
PJDZX's dividend yield for the trailing twelve months is around 6.39%, more than PDBZX's 4.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PJDZX PGIM Jennison Rising Dividend Fund | 6.39% | 6.44% | 34.62% | 1.21% | 0.93% | 8.48% | 4.75% | 4.32% | 10.34% | 1.83% | 1.48% | 1.31% |
PDBZX PGIM Total Return Bond Fund Class Z | 4.19% | 4.54% | 4.79% | 4.60% | 5.73% | 2.73% | 2.94% | 10.36% | 4.01% | 2.87% | 3.92% | 3.33% |
Drawdowns
PJDZX vs. PDBZX - Drawdown Comparison
The maximum PJDZX drawdown since its inception was -33.59%, which is greater than PDBZX's maximum drawdown of -20.88%. Use the drawdown chart below to compare losses from any high point for PJDZX and PDBZX.
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Drawdown Indicators
| PJDZX | PDBZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.59% | -20.88% | -12.71% |
Max Drawdown (1Y)Largest decline over 1 year | -11.70% | -3.06% | -8.64% |
Max Drawdown (5Y)Largest decline over 5 years | -17.57% | -20.81% | +3.24% |
Max Drawdown (10Y)Largest decline over 10 years | -33.59% | -20.88% | -12.71% |
Current DrawdownCurrent decline from peak | -6.54% | -2.52% | -4.02% |
Average DrawdownAverage peak-to-trough decline | -4.04% | -2.31% | -1.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.35% | 1.05% | +1.30% |
Volatility
PJDZX vs. PDBZX - Volatility Comparison
PGIM Jennison Rising Dividend Fund (PJDZX) has a higher volatility of 3.79% compared to PGIM Total Return Bond Fund Class Z (PDBZX) at 1.72%. This indicates that PJDZX's price experiences larger fluctuations and is considered to be riskier than PDBZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PJDZX | PDBZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.79% | 1.72% | +2.07% |
Volatility (6M)Calculated over the trailing 6-month period | 8.19% | 2.71% | +5.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.41% | 4.59% | +10.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.48% | 6.00% | +10.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.27% | 5.34% | +11.93% |