PTSAX vs. TGLMX
Compare and contrast key facts about PIMCO Total Return ESG Fund (PTSAX) and TCW Total Return Bond Fund (TGLMX).
PTSAX is managed by PIMCO. It was launched on May 1, 1991. TGLMX is managed by TCW. It was launched on Jun 17, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PTSAX or TGLMX.
Correlation
The correlation between PTSAX and TGLMX is 0.77, 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
PTSAX vs. TGLMX - Performance Comparison
Key characteristics
PTSAX:
1.11
TGLMX:
0.95
PTSAX:
1.63
TGLMX:
1.39
PTSAX:
1.19
TGLMX:
1.17
PTSAX:
0.36
TGLMX:
0.36
PTSAX:
3.11
TGLMX:
2.29
PTSAX:
1.91%
TGLMX:
2.76%
PTSAX:
5.35%
TGLMX:
6.68%
PTSAX:
-22.32%
TGLMX:
-22.65%
PTSAX:
-10.52%
TGLMX:
-11.12%
Returns By Period
In the year-to-date period, PTSAX achieves a 1.53% return, which is significantly higher than TGLMX's 1.30% return. Over the past 10 years, PTSAX has outperformed TGLMX with an annualized return of 1.03%, while TGLMX has yielded a comparatively lower 0.78% annualized return.
PTSAX
1.53%
1.53%
0.27%
5.51%
-1.03%
1.03%
TGLMX
1.30%
1.30%
-0.99%
5.79%
-1.13%
0.78%
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PTSAX vs. TGLMX - Expense Ratio Comparison
PTSAX has a 0.51% expense ratio, which is higher than TGLMX's 0.49% expense ratio.
Risk-Adjusted Performance
PTSAX vs. TGLMX — Risk-Adjusted Performance Rank
PTSAX
TGLMX
PTSAX vs. TGLMX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PIMCO Total Return ESG Fund (PTSAX) and TCW Total Return Bond Fund (TGLMX). 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
PTSAX vs. TGLMX - Dividend Comparison
PTSAX's dividend yield for the trailing twelve months is around 3.90%, less than TGLMX's 6.62% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PTSAX PIMCO Total Return ESG Fund | 3.90% | 3.88% | 3.57% | 4.41% | 2.17% | 2.55% | 3.49% | 2.56% | 2.05% | 2.89% | 3.16% | 4.45% |
TGLMX TCW Total Return Bond Fund | 6.62% | 6.54% | 6.17% | 3.33% | 2.14% | 2.73% | 4.07% | 3.57% | 2.92% | 2.56% | 2.23% | 2.40% |
Drawdowns
PTSAX vs. TGLMX - Drawdown Comparison
The maximum PTSAX drawdown since its inception was -22.32%, roughly equal to the maximum TGLMX drawdown of -22.65%. Use the drawdown chart below to compare losses from any high point for PTSAX and TGLMX. For additional features, visit the drawdowns tool.
Volatility
PTSAX vs. TGLMX - Volatility Comparison
The current volatility for PIMCO Total Return ESG Fund (PTSAX) is 1.36%, while TCW Total Return Bond Fund (TGLMX) has a volatility of 1.72%. This indicates that PTSAX experiences smaller price fluctuations and is considered to be less risky than TGLMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.