PTEZX vs. SWANX
Compare and contrast key facts about PGIM Quant Solutions Large-Cap Core Equity Fund (PTEZX) and Schwab Core Equity Fund™ (SWANX).
PTEZX is managed by PGIM Investments. It was launched on Mar 3, 1999. SWANX is managed by Charles Schwab. It was launched on Jul 1, 1996.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PTEZX or SWANX.
Correlation
The correlation between PTEZX and SWANX is 0.97, 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.
Performance
PTEZX vs. SWANX - Performance Comparison
Key characteristics
PTEZX:
0.83
SWANX:
1.02
PTEZX:
1.07
SWANX:
1.32
PTEZX:
1.18
SWANX:
1.21
PTEZX:
1.07
SWANX:
0.53
PTEZX:
2.90
SWANX:
4.01
PTEZX:
4.56%
SWANX:
3.85%
PTEZX:
16.00%
SWANX:
15.07%
PTEZX:
-55.80%
SWANX:
-53.94%
PTEZX:
-8.31%
SWANX:
-18.01%
Returns By Period
In the year-to-date period, PTEZX achieves a 3.87% return, which is significantly higher than SWANX's 3.22% return. Over the past 10 years, PTEZX has outperformed SWANX with an annualized return of 4.62%, while SWANX has yielded a comparatively lower 1.49% annualized return.
PTEZX
3.87%
2.66%
0.42%
11.52%
7.79%
4.62%
SWANX
3.22%
2.30%
1.50%
14.11%
1.31%
1.49%
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PTEZX vs. SWANX - Expense Ratio Comparison
PTEZX has a 0.49% expense ratio, which is lower than SWANX's 0.73% expense ratio.
Risk-Adjusted Performance
PTEZX vs. SWANX — Risk-Adjusted Performance Rank
PTEZX
SWANX
PTEZX vs. SWANX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PGIM Quant Solutions Large-Cap Core Equity Fund (PTEZX) and Schwab Core Equity Fund™ (SWANX). 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
PTEZX vs. SWANX - Dividend Comparison
PTEZX's dividend yield for the trailing twelve months is around 0.98%, more than SWANX's 0.48% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PTEZX PGIM Quant Solutions Large-Cap Core Equity Fund | 0.98% | 1.02% | 1.40% | 1.61% | 1.09% | 1.27% | 1.36% | 2.03% | 1.31% | 1.18% | 1.18% | 9.33% |
SWANX Schwab Core Equity Fund™ | 0.48% | 0.50% | 1.03% | 1.59% | 1.10% | 0.82% | 0.89% | 1.51% | 1.51% | 1.66% | 1.88% | 1.48% |
Drawdowns
PTEZX vs. SWANX - Drawdown Comparison
The maximum PTEZX drawdown since its inception was -55.80%, roughly equal to the maximum SWANX drawdown of -53.94%. Use the drawdown chart below to compare losses from any high point for PTEZX and SWANX. For additional features, visit the drawdowns tool.
Volatility
PTEZX vs. SWANX - Volatility Comparison
PGIM Quant Solutions Large-Cap Core Equity Fund (PTEZX) and Schwab Core Equity Fund™ (SWANX) have volatilities of 3.32% and 3.23%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.