MEIFX vs. SPFZX
Compare and contrast key facts about Meridian Enhanced Equity Fund (MEIFX) and PGIM Jennison Focused Growth Fund (SPFZX).
MEIFX is managed by Meridian. It was launched on Jan 31, 2005. SPFZX is managed by PGIM. It was launched on Jun 2, 2000.
Performance
MEIFX vs. SPFZX - Performance Comparison
Loading graphics...
MEIFX vs. SPFZX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MEIFX Meridian Enhanced Equity Fund | -1.60% | 6.51% | 13.19% | 18.96% | -16.43% | 15.15% | 26.18% | 44.95% | -0.51% | 27.94% |
SPFZX PGIM Jennison Focused Growth Fund | -15.24% | 16.15% | 31.90% | 52.74% | -40.55% | 6.47% | 67.31% | 40.68% | 2.53% | 36.31% |
Returns By Period
In the year-to-date period, MEIFX achieves a -1.60% return, which is significantly higher than SPFZX's -15.24% return. Over the past 10 years, MEIFX has underperformed SPFZX with an annualized return of 13.78%, while SPFZX has yielded a comparatively higher 15.52% annualized return.
MEIFX
- 1D
- 0.08%
- 1M
- -3.16%
- YTD
- -1.60%
- 6M
- -1.55%
- 1Y
- 4.96%
- 3Y*
- 9.70%
- 5Y*
- 5.75%
- 10Y*
- 13.78%
SPFZX
- 1D
- -0.45%
- 1M
- -9.21%
- YTD
- -15.24%
- 6M
- -14.65%
- 1Y
- 11.44%
- 3Y*
- 18.30%
- 5Y*
- 5.98%
- 10Y*
- 15.52%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
MEIFX vs. SPFZX - Expense Ratio Comparison
MEIFX has a 1.20% expense ratio, which is higher than SPFZX's 0.75% expense ratio.
Return for Risk
MEIFX vs. SPFZX — Risk / Return Rank
MEIFX
SPFZX
MEIFX vs. SPFZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Meridian Enhanced Equity Fund (MEIFX) and PGIM Jennison Focused Growth Fund (SPFZX). 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.
| MEIFX | SPFZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.30 | 0.48 | -0.19 |
Sortino ratioReturn per unit of downside risk | 0.55 | 0.86 | -0.30 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.12 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.49 | 0.41 | +0.08 |
Martin ratioReturn relative to average drawdown | 2.30 | 1.40 | +0.90 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| MEIFX | SPFZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.30 | 0.48 | -0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.37 | 0.23 | +0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | 0.62 | +0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.40 | +0.12 |
Correlation
The correlation between MEIFX and SPFZX is 0.76, 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.
Dividends
MEIFX vs. SPFZX - Dividend Comparison
MEIFX's dividend yield for the trailing twelve months is around 7.36%, more than SPFZX's 4.39% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MEIFX Meridian Enhanced Equity Fund | 7.36% | 7.25% | 14.61% | 0.61% | 9.28% | 25.44% | 13.26% | 40.49% | 11.67% | 1.18% | 0.78% | 4.24% |
SPFZX PGIM Jennison Focused Growth Fund | 4.39% | 3.72% | 0.00% | 0.00% | 0.00% | 14.24% | 8.03% | 10.64% | 10.65% | 10.91% | 10.23% | 11.93% |
Drawdowns
MEIFX vs. SPFZX - Drawdown Comparison
The maximum MEIFX drawdown since its inception was -54.37%, which is greater than SPFZX's maximum drawdown of -50.87%. Use the drawdown chart below to compare losses from any high point for MEIFX and SPFZX.
Loading graphics...
Drawdown Indicators
| MEIFX | SPFZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.37% | -50.87% | -3.50% |
Max Drawdown (1Y)Largest decline over 1 year | -8.99% | -18.97% | +9.98% |
Max Drawdown (5Y)Largest decline over 5 years | -23.54% | -48.70% | +25.16% |
Max Drawdown (10Y)Largest decline over 10 years | -28.67% | -48.70% | +20.03% |
Current DrawdownCurrent decline from peak | -7.42% | -18.97% | +11.55% |
Average DrawdownAverage peak-to-trough decline | -7.76% | -14.68% | +6.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.05% | 5.58% | -3.53% |
Volatility
MEIFX vs. SPFZX - Volatility Comparison
The current volatility for Meridian Enhanced Equity Fund (MEIFX) is 3.54%, while PGIM Jennison Focused Growth Fund (SPFZX) has a volatility of 5.77%. This indicates that MEIFX experiences smaller price fluctuations and is considered to be less risky than SPFZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| MEIFX | SPFZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.54% | 5.77% | -2.23% |
Volatility (6M)Calculated over the trailing 6-month period | 7.12% | 12.86% | -5.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.91% | 22.89% | -7.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.93% | 25.98% | -10.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.95% | 25.00% | -7.05% |