SEBLX vs. PDIAX

In the year-to-date period, SEBLX achieves a -2.95% return, which is significantly lower than PDIAX's 0.35% return. Over the past 10 years, SEBLX has outperformed PDIAX with an annualized return of 4.28%, while PDIAX has yielded a comparatively lower 0.95% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

SEBLX has a 0.99% expense ratio, which is lower than PDIAX's 1.20% expense ratio.

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.

The current SEBLX Sharpe Ratio is 0.55, which is comparable to the PDIAX Sharpe Ratio of 0.52. The chart below compares the historical Sharpe Ratios of SEBLX and PDIAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SEBLX's dividend yield for the trailing twelve months is around 1.46%, less than PDIAX's 2.87% yield.

The maximum SEBLX drawdown since its inception was -33.67%, 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. For additional features, visit the drawdowns tool.

The current volatility for Touchstone Balanced Fund (SEBLX) is 8.39%, while Virtus KAR Equity Income Fund (PDIAX) has a volatility of 9.71%. 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.