PRBMX vs. PHYQX
Compare and contrast key facts about PIMCO RealPath Blend 2060 Fund (PRBMX) and PGIM High Yield Fund Class R6 (PHYQX).
PRBMX is managed by PIMCO. It was launched on Dec 30, 2019. PHYQX is managed by PGIM Funds (Prudential). It was launched on Oct 31, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PRBMX or PHYQX.
Correlation
The correlation between PRBMX and PHYQX is 0.49, 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.
Performance
PRBMX vs. PHYQX - Performance Comparison
Key characteristics
PRBMX:
1.60
PHYQX:
3.18
PRBMX:
2.23
PHYQX:
5.50
PRBMX:
1.29
PHYQX:
1.82
PRBMX:
2.45
PHYQX:
4.75
PRBMX:
9.14
PHYQX:
17.98
PRBMX:
1.94%
PHYQX:
0.61%
PRBMX:
11.06%
PHYQX:
3.48%
PRBMX:
-32.13%
PHYQX:
-21.12%
PRBMX:
-0.15%
PHYQX:
0.00%
Returns By Period
In the year-to-date period, PRBMX achieves a 5.01% return, which is significantly higher than PHYQX's 1.64% return.
PRBMX
5.01%
2.18%
6.71%
17.80%
8.20%
N/A
PHYQX
1.64%
0.79%
4.42%
11.05%
3.91%
5.29%
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PRBMX vs. PHYQX - Expense Ratio Comparison
PRBMX has a 0.06% expense ratio, which is lower than PHYQX's 0.38% expense ratio.
Risk-Adjusted Performance
PRBMX vs. PHYQX — Risk-Adjusted Performance Rank
PRBMX
PHYQX
PRBMX vs. PHYQX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO RealPath Blend 2060 Fund (PRBMX) and PGIM High Yield Fund Class R6 (PHYQX). 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
PRBMX vs. PHYQX - Dividend Comparison
PRBMX's dividend yield for the trailing twelve months is around 2.97%, less than PHYQX's 7.43% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRBMX PIMCO RealPath Blend 2060 Fund | 2.97% | 3.12% | 1.58% | 0.96% | 3.40% | 0.88% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
PHYQX PGIM High Yield Fund Class R6 | 7.43% | 7.53% | 7.11% | 7.14% | 5.63% | 6.12% | 6.31% | 6.70% | 6.39% | 6.50% | 7.03% | 6.73% |
Drawdowns
PRBMX vs. PHYQX - Drawdown Comparison
The maximum PRBMX drawdown since its inception was -32.13%, which is greater than PHYQX's maximum drawdown of -21.12%. Use the drawdown chart below to compare losses from any high point for PRBMX and PHYQX. For additional features, visit the drawdowns tool.
Volatility
PRBMX vs. PHYQX - Volatility Comparison
PIMCO RealPath Blend 2060 Fund (PRBMX) has a higher volatility of 2.53% compared to PGIM High Yield Fund Class R6 (PHYQX) at 1.08%. This indicates that PRBMX's price experiences larger fluctuations and is considered to be riskier than PHYQX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.