FRFZX vs. OLGAX
Compare and contrast key facts about PGIM Floating Rate Income Fund (FRFZX) and JPMorgan Large Cap Growth Fund Class A (OLGAX).
FRFZX is managed by PGIM. It was launched on Mar 29, 2011. OLGAX is managed by JPMorgan. It was launched on Feb 28, 1992.
Performance
FRFZX vs. OLGAX - Performance Comparison
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FRFZX vs. OLGAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FRFZX PGIM Floating Rate Income Fund | -0.61% | 5.66% | 9.45% | 14.11% | -3.56% | 5.46% | 4.62% | 7.47% | -0.13% | 4.48% |
OLGAX JPMorgan Large Cap Growth Fund Class A | -11.67% | 13.79% | 34.85% | 34.28% | -25.58% | 17.87% | 55.60% | 38.81% | 0.23% | 37.75% |
Returns By Period
In the year-to-date period, FRFZX achieves a -0.61% return, which is significantly higher than OLGAX's -11.67% return. Over the past 10 years, FRFZX has underperformed OLGAX with an annualized return of 5.30%, while OLGAX has yielded a comparatively higher 17.27% annualized return.
FRFZX
- 1D
- -0.11%
- 1M
- -0.34%
- YTD
- -0.61%
- 6M
- 0.74%
- 1Y
- 4.85%
- 3Y*
- 8.27%
- 5Y*
- 5.44%
- 10Y*
- 5.30%
OLGAX
- 1D
- -0.66%
- 1M
- -8.22%
- YTD
- -11.67%
- 6M
- -13.40%
- 1Y
- 9.06%
- 3Y*
- 18.61%
- 5Y*
- 9.75%
- 10Y*
- 17.27%
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FRFZX vs. OLGAX - Expense Ratio Comparison
FRFZX has a 0.70% expense ratio, which is lower than OLGAX's 1.01% expense ratio.
Return for Risk
FRFZX vs. OLGAX — Risk / Return Rank
FRFZX
OLGAX
FRFZX vs. OLGAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PGIM Floating Rate Income Fund (FRFZX) and JPMorgan Large Cap Growth Fund Class A (OLGAX). 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.
| FRFZX | OLGAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.95 | 0.44 | +1.51 |
Sortino ratioReturn per unit of downside risk | 3.26 | 0.78 | +2.48 |
Omega ratioGain probability vs. loss probability | 1.62 | 1.11 | +0.52 |
Calmar ratioReturn relative to maximum drawdown | 2.21 | 0.38 | +1.82 |
Martin ratioReturn relative to average drawdown | 9.23 | 1.18 | +8.06 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FRFZX | OLGAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.95 | 0.44 | +1.51 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.78 | 0.49 | +1.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.34 | 0.81 | +0.54 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.36 | 0.47 | +0.89 |
Correlation
The correlation between FRFZX and OLGAX is 0.19, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
FRFZX vs. OLGAX - Dividend Comparison
FRFZX's dividend yield for the trailing twelve months is around 7.00%, less than OLGAX's 13.38% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FRFZX PGIM Floating Rate Income Fund | 7.00% | 7.65% | 8.76% | 8.87% | 6.41% | 3.33% | 5.35% | 5.42% | 5.06% | 4.90% | 4.34% | 3.97% |
OLGAX JPMorgan Large Cap Growth Fund Class A | 13.38% | 11.82% | 2.06% | 0.00% | 3.20% | 15.30% | 5.32% | 13.03% | 16.18% | 14.92% | 9.94% | 4.51% |
Drawdowns
FRFZX vs. OLGAX - Drawdown Comparison
The maximum FRFZX drawdown since its inception was -21.95%, smaller than the maximum OLGAX drawdown of -63.25%. Use the drawdown chart below to compare losses from any high point for FRFZX and OLGAX.
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Drawdown Indicators
| FRFZX | OLGAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.95% | -63.25% | +41.30% |
Max Drawdown (1Y)Largest decline over 1 year | -2.23% | -16.92% | +14.69% |
Max Drawdown (5Y)Largest decline over 5 years | -7.85% | -31.34% | +23.49% |
Max Drawdown (10Y)Largest decline over 10 years | -21.95% | -31.87% | +9.92% |
Current DrawdownCurrent decline from peak | -0.85% | -16.92% | +16.07% |
Average DrawdownAverage peak-to-trough decline | -0.93% | -18.78% | +17.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.56% | 5.51% | -4.95% |
Volatility
FRFZX vs. OLGAX - Volatility Comparison
The current volatility for PGIM Floating Rate Income Fund (FRFZX) is 0.60%, while JPMorgan Large Cap Growth Fund Class A (OLGAX) has a volatility of 5.22%. This indicates that FRFZX experiences smaller price fluctuations and is considered to be less risky than OLGAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FRFZX | OLGAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.60% | 5.22% | -4.62% |
Volatility (6M)Calculated over the trailing 6-month period | 1.58% | 12.06% | -10.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.72% | 20.90% | -18.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.07% | 20.21% | -17.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.96% | 21.52% | -17.56% |