TGLMX vs. PTSAX
Compare and contrast key facts about TCW Total Return Bond Fund (TGLMX) and PIMCO Total Return ESG Fund (PTSAX).
TGLMX is managed by TCW. It was launched on Jun 17, 1993. PTSAX is managed by PIMCO. It was launched on May 1, 1991.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TGLMX or PTSAX.
Correlation
The correlation between TGLMX and PTSAX is 0.77, 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
TGLMX vs. PTSAX - Performance Comparison
Key characteristics
TGLMX:
0.68
PTSAX:
0.75
TGLMX:
1.00
PTSAX:
1.10
TGLMX:
1.12
PTSAX:
1.13
TGLMX:
0.26
PTSAX:
0.25
TGLMX:
1.68
PTSAX:
2.13
TGLMX:
2.73%
PTSAX:
1.91%
TGLMX:
6.73%
PTSAX:
5.41%
TGLMX:
-22.65%
PTSAX:
-22.32%
TGLMX:
-11.47%
PTSAX:
-11.17%
Returns By Period
In the year-to-date period, TGLMX achieves a 0.91% return, which is significantly higher than PTSAX's 0.79% return. Over the past 10 years, TGLMX has underperformed PTSAX with an annualized return of 0.71%, while PTSAX has yielded a comparatively higher 0.95% annualized return.
TGLMX
0.91%
2.23%
-1.49%
4.58%
-1.17%
0.71%
PTSAX
0.79%
2.01%
-0.58%
4.06%
-1.13%
0.95%
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TGLMX vs. PTSAX - Expense Ratio Comparison
TGLMX has a 0.49% expense ratio, which is lower than PTSAX's 0.51% expense ratio.
Risk-Adjusted Performance
TGLMX vs. PTSAX — Risk-Adjusted Performance Rank
TGLMX
PTSAX
TGLMX vs. PTSAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for TCW Total Return Bond Fund (TGLMX) and PIMCO Total Return ESG Fund (PTSAX). 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
TGLMX vs. PTSAX - Dividend Comparison
TGLMX's dividend yield for the trailing twelve months is around 6.65%, more than PTSAX's 3.59% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TGLMX TCW Total Return Bond Fund | 6.65% | 6.54% | 6.17% | 3.33% | 2.14% | 2.73% | 4.07% | 3.57% | 2.92% | 2.56% | 2.23% | 2.40% |
PTSAX PIMCO Total Return ESG Fund | 3.59% | 3.88% | 3.57% | 4.41% | 2.17% | 2.55% | 3.49% | 2.56% | 2.05% | 2.89% | 3.16% | 4.45% |
Drawdowns
TGLMX vs. PTSAX - Drawdown Comparison
The maximum TGLMX drawdown since its inception was -22.65%, roughly equal to the maximum PTSAX drawdown of -22.32%. Use the drawdown chart below to compare losses from any high point for TGLMX and PTSAX. For additional features, visit the drawdowns tool.
Volatility
TGLMX vs. PTSAX - Volatility Comparison
TCW Total Return Bond Fund (TGLMX) has a higher volatility of 1.60% compared to PIMCO Total Return ESG Fund (PTSAX) at 1.41%. This indicates that TGLMX's price experiences larger fluctuations and is considered to be riskier than PTSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.