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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SEBLX or PDIAX.
Key characteristics
| SEBLX | PDIAX | |
|---|---|---|
| YTD Return | 11.60% | 12.00% |
| 1Y Return | 18.07% | 17.45% |
| 3Y Return (Ann) | 4.23% | 5.56% |
| 5Y Return (Ann) | 9.59% | 9.89% |
| 10Y Return (Ann) | 8.49% | 9.07% |
| Sharpe Ratio | 2.13 | 1.60 |
| Daily Std Dev | 8.36% | 10.80% |
| Max Drawdown | -33.67% | -53.27% |
| Current Drawdown | -0.11% | -0.56% |
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.
Performance
SEBLX vs. PDIAX - Performance Comparison
The year-to-date returns for both investments are quite close, with SEBLX having a 11.60% return and PDIAX slightly higher at 12.00%. Over the past 10 years, SEBLX has underperformed PDIAX with an annualized return of 8.49%, while PDIAX has yielded a comparatively higher 9.07% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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.
Risk-Adjusted Performance
SEBLX vs. PDIAX - Risk-Adjusted Performance 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.
Dividends
SEBLX vs. PDIAX - Dividend Comparison
SEBLX's dividend yield for the trailing twelve months is around 1.25%, less than PDIAX's 2.42% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SEBLX Touchstone Balanced Fund | 1.25% | 1.26% | 0.99% | 2.74% | 7.72% | 12.73% | 7.04% | 6.00% | 1.98% | 5.91% | 6.42% | 5.42% |
PDIAX Virtus KAR Equity Income Fund | 2.42% | 2.72% | 5.83% | 4.16% | 35.18% | 0.95% | 1.20% | 15.53% | 3.60% | 19.74% | 14.27% | 8.17% |
Drawdowns
SEBLX vs. PDIAX - Drawdown Comparison
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.
Volatility
SEBLX vs. PDIAX - Volatility Comparison
The current volatility for Touchstone Balanced Fund (SEBLX) is 2.17%, while Virtus KAR Equity Income Fund (PDIAX) has a volatility of 2.95%. 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.