SEBLX vs. PDIAX
Compare and contrast key facts about Touchstone Balanced Fund (SEBLX) and Virtus KAR Equity Income Fund (PDIAX).
SEBLX is managed by Touchstone. It was launched on Nov 15, 1938. PDIAX is managed by Virtus. It was launched on Sep 25, 1997.
Performance
SEBLX vs. PDIAX - Performance Comparison
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SEBLX vs. PDIAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SEBLX Touchstone Balanced Fund | -6.71% | 13.59% | 13.08% | 18.17% | -16.16% | 13.95% | 18.74% | 39.05% | -2.74% | 15.69% |
PDIAX Virtus KAR Equity Income Fund | 1.27% | 13.45% | 9.10% | 1.08% | -2.58% | 17.04% | 14.51% | 28.11% | -12.69% | 22.45% |
Returns By Period
In the year-to-date period, SEBLX achieves a -6.71% return, which is significantly lower than PDIAX's 1.27% return. Over the past 10 years, SEBLX has outperformed PDIAX with an annualized return of 10.26%, while PDIAX has yielded a comparatively lower 9.54% annualized return.
SEBLX
- 1D
- 0.23%
- 1M
- -6.47%
- YTD
- -6.71%
- 6M
- -4.85%
- 1Y
- 7.28%
- 3Y*
- 9.91%
- 5Y*
- 5.51%
- 10Y*
- 10.26%
PDIAX
- 1D
- 0.14%
- 1M
- -6.09%
- YTD
- 1.27%
- 6M
- 0.93%
- 1Y
- 11.90%
- 3Y*
- 8.66%
- 5Y*
- 6.17%
- 10Y*
- 9.54%
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SEBLX vs. PDIAX - Expense Ratio Comparison
SEBLX has a 0.99% expense ratio, which is lower than PDIAX's 1.20% expense ratio.
Return for Risk
SEBLX vs. PDIAX — Risk / Return Rank
SEBLX
PDIAX
SEBLX vs. PDIAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Touchstone Balanced Fund (SEBLX) and Virtus KAR Equity Income Fund (PDIAX). 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.
| SEBLX | PDIAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.67 | 1.01 | -0.33 |
Sortino ratioReturn per unit of downside risk | 1.03 | 1.51 | -0.48 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.22 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.76 | 1.25 | -0.49 |
Martin ratioReturn relative to average drawdown | 2.97 | 6.48 | -3.51 |
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
| SEBLX | PDIAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.67 | 1.01 | -0.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.48 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.85 | 0.57 | +0.28 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.74 | 0.40 | +0.34 |
Correlation
The correlation between SEBLX and PDIAX is 0.88, 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
SEBLX vs. PDIAX - Dividend Comparison
SEBLX's dividend yield for the trailing twelve months is around 5.39%, less than PDIAX's 6.80% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SEBLX Touchstone Balanced Fund | 5.39% | 5.03% | 1.83% | 1.26% | 0.99% | 2.74% | 7.72% | 24.06% | 7.04% | 6.00% | 1.98% | 5.91% |
PDIAX Virtus KAR Equity Income Fund | 6.80% | 6.52% | 2.88% | 2.71% | 5.83% | 4.16% | 35.18% | 0.95% | 1.20% | 15.53% | 3.60% | 19.74% |
Drawdowns
SEBLX vs. PDIAX - Drawdown Comparison
The maximum SEBLX drawdown since its inception was -36.70%, smaller than the maximum PDIAX drawdown of -53.27%. Use the drawdown chart below to compare losses from any high point for SEBLX and PDIAX.
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Drawdown Indicators
| SEBLX | PDIAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.70% | -53.27% | +16.57% |
Max Drawdown (1Y)Largest decline over 1 year | -8.30% | -9.70% | +1.40% |
Max Drawdown (5Y)Largest decline over 5 years | -22.47% | -16.21% | -6.26% |
Max Drawdown (10Y)Largest decline over 10 years | -22.47% | -35.26% | +12.79% |
Current DrawdownCurrent decline from peak | -8.08% | -6.09% | -1.99% |
Average DrawdownAverage peak-to-trough decline | -3.85% | -8.42% | +4.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.11% | 1.87% | +0.24% |
Volatility
SEBLX vs. PDIAX - Volatility Comparison
The current volatility for Touchstone Balanced Fund (SEBLX) is 3.15%, while Virtus KAR Equity Income Fund (PDIAX) has a volatility of 3.34%. This indicates that SEBLX experiences smaller price fluctuations and is considered to be less risky than PDIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SEBLX | PDIAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.15% | 3.34% | -0.19% |
Volatility (6M)Calculated over the trailing 6-month period | 6.05% | 6.45% | -0.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.33% | 13.01% | -1.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 11.18% | 12.98% | -1.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.15% | 16.91% | -4.76% |