PSIFX vs. ABALX
Compare and contrast key facts about PGIM Quant Solutions Stock Index Fund (PSIFX) and American Funds American Balanced Fund Class A (ABALX).
PSIFX is managed by PGIM. It was launched on Nov 5, 1992. ABALX is managed by American Funds. It was launched on Jul 26, 1975.
Performance
PSIFX vs. ABALX - Performance Comparison
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PSIFX vs. ABALX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PSIFX PGIM Quant Solutions Stock Index Fund | -7.12% | 17.59% | 28.87% | 26.03% | -18.45% | 16.13% | 18.30% | 58.00% | -5.01% | 21.61% |
ABALX American Funds American Balanced Fund Class A | -2.86% | 18.45% | 14.63% | 13.65% | -12.13% | 15.75% | 10.85% | 18.60% | -3.35% | 14.69% |
Returns By Period
In the year-to-date period, PSIFX achieves a -7.12% return, which is significantly lower than ABALX's -2.86% return. Over the past 10 years, PSIFX has outperformed ABALX with an annualized return of 14.79%, while ABALX has yielded a comparatively lower 8.98% annualized return.
PSIFX
- 1D
- -0.41%
- 1M
- -7.70%
- YTD
- -7.12%
- 6M
- -4.70%
- 1Y
- 14.15%
- 3Y*
- 18.19%
- 5Y*
- 9.64%
- 10Y*
- 14.79%
ABALX
- 1D
- -0.14%
- 1M
- -6.82%
- YTD
- -2.86%
- 6M
- 0.85%
- 1Y
- 15.33%
- 3Y*
- 13.40%
- 5Y*
- 8.00%
- 10Y*
- 8.98%
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PSIFX vs. ABALX - Expense Ratio Comparison
PSIFX has a 0.24% expense ratio, which is lower than ABALX's 0.56% expense ratio.
Return for Risk
PSIFX vs. ABALX — Risk / Return Rank
PSIFX
ABALX
PSIFX vs. ABALX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PGIM Quant Solutions Stock Index Fund (PSIFX) and American Funds American Balanced Fund Class A (ABALX). 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.
| PSIFX | ABALX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.82 | 1.43 | -0.61 |
Sortino ratioReturn per unit of downside risk | 1.28 | 2.09 | -0.81 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.29 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.03 | 2.00 | -0.97 |
Martin ratioReturn relative to average drawdown | 5.01 | 8.51 | -3.50 |
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
| PSIFX | ABALX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.82 | 1.43 | -0.61 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.55 | 0.77 | -0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.85 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.79 | -0.22 |
Correlation
The correlation between PSIFX and ABALX is 0.93, 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
PSIFX vs. ABALX - Dividend Comparison
PSIFX's dividend yield for the trailing twelve months is around 9.24%, more than ABALX's 8.54% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSIFX PGIM Quant Solutions Stock Index Fund | 9.24% | 8.58% | 7.80% | 13.52% | 16.37% | 1.12% | 28.17% | 34.50% | 23.67% | 6.19% | 3.87% | 3.85% |
ABALX American Funds American Balanced Fund Class A | 8.54% | 8.27% | 6.87% | 2.05% | 2.30% | 4.30% | 4.35% | 3.49% | 5.49% | 4.72% | 4.24% | 5.60% |
Drawdowns
PSIFX vs. ABALX - Drawdown Comparison
The maximum PSIFX drawdown since its inception was -55.36%, which is greater than ABALX's maximum drawdown of -40.20%. Use the drawdown chart below to compare losses from any high point for PSIFX and ABALX.
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Drawdown Indicators
| PSIFX | ABALX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.36% | -40.20% | -15.16% |
Max Drawdown (1Y)Largest decline over 1 year | -12.11% | -7.33% | -4.78% |
Max Drawdown (5Y)Largest decline over 5 years | -30.56% | -18.76% | -11.80% |
Max Drawdown (10Y)Largest decline over 10 years | -33.76% | -22.34% | -11.42% |
Current DrawdownCurrent decline from peak | -8.93% | -7.03% | -1.90% |
Average DrawdownAverage peak-to-trough decline | -9.58% | -3.86% | -5.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.50% | 1.73% | +0.77% |
Volatility
PSIFX vs. ABALX - Volatility Comparison
PGIM Quant Solutions Stock Index Fund (PSIFX) has a higher volatility of 4.25% compared to American Funds American Balanced Fund Class A (ABALX) at 3.26%. This indicates that PSIFX's price experiences larger fluctuations and is considered to be riskier than ABALX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PSIFX | ABALX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.25% | 3.26% | +0.99% |
Volatility (6M)Calculated over the trailing 6-month period | 9.09% | 6.74% | +2.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.14% | 11.11% | +7.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.59% | 10.42% | +7.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.55% | 10.61% | +8.94% |