RPBAX vs. PUDZX
Compare and contrast key facts about T. Rowe Price Balanced Fund (RPBAX) and PGIM Real Assets Fund (PUDZX).
RPBAX is managed by T. Rowe Price. It was launched on Dec 29, 1939. PUDZX is managed by PGIM. It was launched on Dec 29, 2010.
Performance
RPBAX vs. PUDZX - Performance Comparison
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RPBAX vs. PUDZX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RPBAX T. Rowe Price Balanced Fund | -1.30% | 16.06% | 11.71% | 18.01% | -17.28% | 13.29% | 14.54% | 20.75% | -4.89% | 12.58% |
PUDZX PGIM Real Assets Fund | 10.18% | 13.40% | 8.61% | 3.26% | -2.76% | 18.49% | 4.84% | 16.29% | -9.20% | 6.22% |
Returns By Period
In the year-to-date period, RPBAX achieves a -1.30% return, which is significantly lower than PUDZX's 10.18% return. Over the past 10 years, RPBAX has outperformed PUDZX with an annualized return of 8.20%, while PUDZX has yielded a comparatively lower 7.01% annualized return.
RPBAX
- 1D
- 1.98%
- 1M
- -4.56%
- YTD
- -1.30%
- 6M
- 0.84%
- 1Y
- 12.99%
- 3Y*
- 12.59%
- 5Y*
- 6.32%
- 10Y*
- 8.20%
PUDZX
- 1D
- 0.86%
- 1M
- -1.59%
- YTD
- 10.18%
- 6M
- 12.08%
- 1Y
- 19.34%
- 3Y*
- 11.86%
- 5Y*
- 9.21%
- 10Y*
- 7.01%
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RPBAX vs. PUDZX - Expense Ratio Comparison
RPBAX has a 0.57% expense ratio, which is higher than PUDZX's 0.25% expense ratio.
Return for Risk
RPBAX vs. PUDZX — Risk / Return Rank
RPBAX
PUDZX
RPBAX vs. PUDZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Balanced Fund (RPBAX) and PGIM Real Assets Fund (PUDZX). 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.
| RPBAX | PUDZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.21 | 2.04 | -0.83 |
Sortino ratioReturn per unit of downside risk | 1.75 | 2.65 | -0.90 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.41 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 1.52 | 2.45 | -0.92 |
Martin ratioReturn relative to average drawdown | 6.73 | 13.65 | -6.92 |
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
| RPBAX | PUDZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.21 | 2.04 | -0.83 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.58 | 0.87 | -0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | 0.73 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.69 | 0.52 | +0.17 |
Correlation
The correlation between RPBAX and PUDZX is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
RPBAX vs. PUDZX - Dividend Comparison
RPBAX's dividend yield for the trailing twelve months is around 7.49%, less than PUDZX's 8.10% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RPBAX T. Rowe Price Balanced Fund | 7.49% | 7.30% | 7.28% | 3.80% | 5.03% | 9.33% | 4.59% | 3.41% | 8.42% | 1.69% | 2.96% | 7.32% |
PUDZX PGIM Real Assets Fund | 8.10% | 8.93% | 6.67% | 3.66% | 9.10% | 13.00% | 4.94% | 3.40% | 2.14% | 2.10% | 1.39% | 1.72% |
Drawdowns
RPBAX vs. PUDZX - Drawdown Comparison
The maximum RPBAX drawdown since its inception was -40.79%, which is greater than PUDZX's maximum drawdown of -21.53%. Use the drawdown chart below to compare losses from any high point for RPBAX and PUDZX.
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Drawdown Indicators
| RPBAX | PUDZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.79% | -21.53% | -19.26% |
Max Drawdown (1Y)Largest decline over 1 year | -8.19% | -8.20% | +0.01% |
Max Drawdown (5Y)Largest decline over 5 years | -23.45% | -17.98% | -5.47% |
Max Drawdown (10Y)Largest decline over 10 years | -25.49% | -21.53% | -3.96% |
Current DrawdownCurrent decline from peak | -5.24% | -1.59% | -3.65% |
Average DrawdownAverage peak-to-trough decline | -4.16% | -5.31% | +1.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.86% | 1.47% | +0.39% |
Volatility
RPBAX vs. PUDZX - Volatility Comparison
T. Rowe Price Balanced Fund (RPBAX) has a higher volatility of 4.31% compared to PGIM Real Assets Fund (PUDZX) at 2.71%. This indicates that RPBAX's price experiences larger fluctuations and is considered to be riskier than PUDZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RPBAX | PUDZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.31% | 2.71% | +1.60% |
Volatility (6M)Calculated over the trailing 6-month period | 6.40% | 6.29% | +0.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.16% | 9.72% | +1.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.93% | 10.59% | +0.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 11.60% | 9.70% | +1.90% |