EGFIX vs. PJFAX

In the year-to-date period, EGFIX achieves a -4.96% return, which is significantly higher than PJFAX's -7.71% return. Over the past 10 years, EGFIX has underperformed PJFAX with an annualized return of 7.35%, while PJFAX has yielded a comparatively higher 14.20% 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 -0.36, which is lower than the PJFAX Sharpe Ratio of 0.42. 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.

EGFIX has not paid dividends to shareholders, while PJFAX's dividend yield for the trailing twelve months is around 13.34%.

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) and PGIM Jennison Growth Fund (PJFAX) have volatilities of 15.43% and 16.20%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.