PTRQX vs. VBTLX
Compare and contrast key facts about PGIM Total Return Bond R6 (PTRQX) and Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX).
PTRQX is managed by PGIM Funds (Prudential). It was launched on Dec 27, 2010. VBTLX is managed by Vanguard. It was launched on Nov 12, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PTRQX or VBTLX.
Correlation
The correlation between PTRQX and VBTLX is 0.91, 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
PTRQX vs. VBTLX - Performance Comparison
Key characteristics
PTRQX:
0.76
VBTLX:
0.53
PTRQX:
1.11
VBTLX:
0.78
PTRQX:
1.13
VBTLX:
1.09
PTRQX:
0.33
VBTLX:
0.21
PTRQX:
2.03
VBTLX:
1.27
PTRQX:
1.97%
VBTLX:
2.25%
PTRQX:
5.21%
VBTLX:
5.45%
PTRQX:
-20.19%
VBTLX:
-19.05%
PTRQX:
-6.42%
VBTLX:
-8.98%
Returns By Period
In the year-to-date period, PTRQX achieves a 0.25% return, which is significantly lower than VBTLX's 0.42% return. Over the past 10 years, PTRQX has outperformed VBTLX with an annualized return of 1.65%, while VBTLX has yielded a comparatively lower 1.15% annualized return.
PTRQX
0.25%
0.25%
-1.00%
2.54%
-0.22%
1.65%
VBTLX
0.42%
0.42%
-1.44%
1.40%
-0.73%
1.15%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PTRQX vs. VBTLX - Expense Ratio Comparison
PTRQX has a 0.39% expense ratio, which is higher than VBTLX's 0.05% expense ratio.
Risk-Adjusted Performance
PTRQX vs. VBTLX — Risk-Adjusted Performance Rank
PTRQX
VBTLX
PTRQX vs. VBTLX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PGIM Total Return Bond R6 (PTRQX) and Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX). 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
PTRQX vs. VBTLX - Dividend Comparison
PTRQX's dividend yield for the trailing twelve months is around 4.45%, more than VBTLX's 3.38% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PTRQX PGIM Total Return Bond R6 | 4.45% | 4.88% | 4.70% | 5.23% | 3.07% | 3.05% | 3.74% | 4.11% | 3.00% | 2.96% | 3.34% | 3.68% |
VBTLX Vanguard Total Bond Market Index Fund Admiral Shares | 3.38% | 3.69% | 3.11% | 2.51% | 1.90% | 2.23% | 2.74% | 2.78% | 2.51% | 2.49% | 2.48% | 2.55% |
Drawdowns
PTRQX vs. VBTLX - Drawdown Comparison
The maximum PTRQX drawdown since its inception was -20.19%, which is greater than VBTLX's maximum drawdown of -19.05%. Use the drawdown chart below to compare losses from any high point for PTRQX and VBTLX. For additional features, visit the drawdowns tool.
Volatility
PTRQX vs. VBTLX - Volatility Comparison
PGIM Total Return Bond R6 (PTRQX) and Vanguard Total Bond Market Index Fund Admiral Shares (VBTLX) have volatilities of 1.35% and 1.37%, 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.