RLBGX vs. PDGZX
Compare and contrast key facts about American Funds American Balanced Fund Class R-6 (RLBGX) and PIMCO RealPath Blend 2035 Fund (PDGZX).
RLBGX is managed by American Funds. It was launched on Jul 26, 1975. PDGZX is managed by PIMCO. It was launched on Dec 30, 2014.
Performance
RLBGX vs. PDGZX - Performance Comparison
Loading graphics...
RLBGX vs. PDGZX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RLBGX American Funds American Balanced Fund Class R-6 | -1.07% | 18.83% | 15.35% | 13.92% | -11.85% | 16.10% | 11.20% | 18.95% | -3.07% | 14.97% |
PDGZX PIMCO RealPath Blend 2035 Fund | -0.92% | 16.92% | 10.09% | 16.52% | -17.06% | 15.06% | 13.72% | 22.67% | -6.75% | 18.13% |
Returns By Period
In the year-to-date period, RLBGX achieves a -1.07% return, which is significantly lower than PDGZX's -0.92% return. Over the past 10 years, RLBGX has outperformed PDGZX with an annualized return of 9.52%, while PDGZX has yielded a comparatively lower 8.87% annualized return.
RLBGX
- 1D
- 1.76%
- 1M
- -4.85%
- YTD
- -1.07%
- 6M
- 2.20%
- 1Y
- 17.26%
- 3Y*
- 14.51%
- 5Y*
- 8.58%
- 10Y*
- 9.52%
PDGZX
- 1D
- 1.89%
- 1M
- -4.60%
- YTD
- -0.92%
- 6M
- 1.07%
- 1Y
- 14.19%
- 3Y*
- 11.84%
- 5Y*
- 6.38%
- 10Y*
- 8.87%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
RLBGX vs. PDGZX - Expense Ratio Comparison
RLBGX has a 0.25% expense ratio, which is higher than PDGZX's 0.05% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
RLBGX vs. PDGZX — Risk / Return Rank
RLBGX
PDGZX
RLBGX vs. PDGZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds American Balanced Fund Class R-6 (RLBGX) and PIMCO RealPath Blend 2035 Fund (PDGZX). 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.
| RLBGX | PDGZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.59 | 1.29 | +0.30 |
Sortino ratioReturn per unit of downside risk | 2.33 | 1.84 | +0.49 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.27 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 2.48 | 1.63 | +0.84 |
Martin ratioReturn relative to average drawdown | 10.39 | 7.40 | +2.99 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| RLBGX | PDGZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.59 | 1.29 | +0.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.83 | 0.55 | +0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.90 | 0.73 | +0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.92 | 0.64 | +0.28 |
Correlation
The correlation between RLBGX and PDGZX is 0.94, 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
RLBGX vs. PDGZX - Dividend Comparison
RLBGX's dividend yield for the trailing twelve months is around 8.69%, more than PDGZX's 5.29% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RLBGX American Funds American Balanced Fund Class R-6 | 8.69% | 8.56% | 7.50% | 2.27% | 2.63% | 4.59% | 4.65% | 3.78% | 5.81% | 4.92% | 4.54% | 5.91% |
PDGZX PIMCO RealPath Blend 2035 Fund | 5.29% | 5.09% | 4.17% | 2.73% | 3.30% | 4.92% | 2.12% | 3.71% | 5.84% | 2.17% | 2.72% | 2.40% |
Drawdowns
RLBGX vs. PDGZX - Drawdown Comparison
The maximum RLBGX drawdown since its inception was -22.33%, smaller than the maximum PDGZX drawdown of -27.25%. Use the drawdown chart below to compare losses from any high point for RLBGX and PDGZX.
Loading graphics...
Drawdown Indicators
| RLBGX | PDGZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.33% | -27.25% | +4.92% |
Max Drawdown (1Y)Largest decline over 1 year | -7.33% | -8.59% | +1.26% |
Max Drawdown (5Y)Largest decline over 5 years | -18.59% | -24.26% | +5.67% |
Max Drawdown (10Y)Largest decline over 10 years | -22.33% | -27.25% | +4.92% |
Current DrawdownCurrent decline from peak | -5.34% | -5.18% | -0.16% |
Average DrawdownAverage peak-to-trough decline | -2.48% | -4.45% | +1.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.75% | 1.90% | -0.15% |
Volatility
RLBGX vs. PDGZX - Volatility Comparison
The current volatility for American Funds American Balanced Fund Class R-6 (RLBGX) is 3.86%, while PIMCO RealPath Blend 2035 Fund (PDGZX) has a volatility of 4.38%. This indicates that RLBGX experiences smaller price fluctuations and is considered to be less risky than PDGZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| RLBGX | PDGZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.86% | 4.38% | -0.52% |
Volatility (6M)Calculated over the trailing 6-month period | 6.95% | 6.59% | +0.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.19% | 11.40% | -0.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.45% | 11.58% | -1.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.63% | 12.16% | -1.53% |