PBQAX vs. VIGIX
Compare and contrast key facts about PGIM Jennison Blend Fund (PBQAX) and Vanguard Growth Index Fund Institutional Shares (VIGIX).
PBQAX is managed by PGIM. It was launched on Jan 22, 1990. VIGIX is managed by Vanguard. It was launched on May 14, 1998.
Performance
PBQAX vs. VIGIX - Performance Comparison
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PBQAX vs. VIGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PBQAX PGIM Jennison Blend Fund | -6.40% | 12.23% | 39.83% | 27.48% | -24.86% | 20.82% | 27.11% | 37.21% | -7.83% | 21.58% |
VIGIX Vanguard Growth Index Fund Institutional Shares | -13.83% | 19.44% | 32.68% | 46.77% | -33.13% | 27.27% | 40.19% | 37.26% | -3.34% | 27.81% |
Returns By Period
In the year-to-date period, PBQAX achieves a -6.40% return, which is significantly higher than VIGIX's -13.83% return. Over the past 10 years, PBQAX has underperformed VIGIX with an annualized return of 13.86%, while VIGIX has yielded a comparatively higher 15.58% annualized return.
PBQAX
- 1D
- -0.82%
- 1M
- -8.40%
- YTD
- -6.40%
- 6M
- -3.45%
- 1Y
- 13.50%
- 3Y*
- 20.50%
- 5Y*
- 9.98%
- 10Y*
- 13.86%
VIGIX
- 1D
- -0.57%
- 1M
- -8.83%
- YTD
- -13.83%
- 6M
- -12.31%
- 1Y
- 13.73%
- 3Y*
- 19.57%
- 5Y*
- 10.94%
- 10Y*
- 15.58%
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PBQAX vs. VIGIX - Expense Ratio Comparison
PBQAX has a 0.94% expense ratio, which is higher than VIGIX's 0.04% expense ratio.
Return for Risk
PBQAX vs. VIGIX — Risk / Return Rank
PBQAX
VIGIX
PBQAX vs. VIGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PGIM Jennison Blend Fund (PBQAX) and Vanguard Growth Index Fund Institutional Shares (VIGIX). 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.
| PBQAX | VIGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.71 | 0.61 | +0.10 |
Sortino ratioReturn per unit of downside risk | 1.11 | 1.04 | +0.07 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.15 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.88 | 0.66 | +0.22 |
Martin ratioReturn relative to average drawdown | 4.05 | 2.38 | +1.67 |
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
| PBQAX | VIGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.71 | 0.61 | +0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.49 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.73 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.43 | +0.09 |
Correlation
The correlation between PBQAX and VIGIX is 0.90, 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
PBQAX vs. VIGIX - Dividend Comparison
PBQAX's dividend yield for the trailing twelve months is around 10.65%, more than VIGIX's 0.47% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PBQAX PGIM Jennison Blend Fund | 10.65% | 9.97% | 26.50% | 3.03% | 1.93% | 19.07% | 7.79% | 13.20% | 12.89% | 9.28% | 6.82% | 11.69% |
VIGIX Vanguard Growth Index Fund Institutional Shares | 0.47% | 0.41% | 0.47% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.15% | 1.40% | 1.31% |
Drawdowns
PBQAX vs. VIGIX - Drawdown Comparison
The maximum PBQAX drawdown since its inception was -53.89%, smaller than the maximum VIGIX drawdown of -56.95%. Use the drawdown chart below to compare losses from any high point for PBQAX and VIGIX.
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Drawdown Indicators
| PBQAX | VIGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.89% | -56.95% | +3.06% |
Max Drawdown (1Y)Largest decline over 1 year | -12.78% | -16.51% | +3.73% |
Max Drawdown (5Y)Largest decline over 5 years | -32.22% | -35.62% | +3.40% |
Max Drawdown (10Y)Largest decline over 10 years | -36.90% | -35.62% | -1.28% |
Current DrawdownCurrent decline from peak | -9.44% | -16.51% | +7.07% |
Average DrawdownAverage peak-to-trough decline | -8.47% | -16.36% | +7.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.78% | 4.56% | -1.78% |
Volatility
PBQAX vs. VIGIX - Volatility Comparison
PGIM Jennison Blend Fund (PBQAX) and Vanguard Growth Index Fund Institutional Shares (VIGIX) have volatilities of 5.32% and 5.52%, 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.
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Volatility by Period
| PBQAX | VIGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.32% | 5.52% | -0.20% |
Volatility (6M)Calculated over the trailing 6-month period | 10.48% | 12.10% | -1.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.10% | 22.69% | -3.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.20% | 22.30% | -2.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.42% | 21.49% | -1.07% |