EGFIX vs. PJFAX

In the year-to-date period, EGFIX achieves a 3.11% return, which is significantly lower than PJFAX's 19.18% return. Over the past 10 years, EGFIX has outperformed PJFAX with an annualized return of 8.19%, while PJFAX has yielded a comparatively lower 7.71% annualized return.

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EGFIX has a 1.00% expense ratio, which is higher than PJFAX's 0.97% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Edgewood Growth Fund (EGFIX) and PGIM Jennison Growth Fund (PJFAX). 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 EGFIX Sharpe Ratio is 0.14, which is lower than the PJFAX Sharpe Ratio of 0.90. The chart below compares the historical Sharpe Ratios of EGFIX and PJFAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Neither EGFIX nor PJFAX has paid dividends to shareholders.

The maximum EGFIX drawdown since its inception was -54.64%, smaller than the maximum PJFAX drawdown of -67.83%. Use the drawdown chart below to compare losses from any high point for EGFIX and PJFAX. For additional features, visit the drawdowns tool.

Edgewood Growth Fund (EGFIX) has a higher volatility of 19.69% compared to PGIM Jennison Growth Fund (PJFAX) at 11.69%. This indicates that EGFIX's price experiences larger fluctuations and is considered to be riskier than PJFAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.