PCGRX vs. IJT
Compare and contrast key facts about Pioneer Mid Cap Value Fund (PCGRX) and iShares S&P SmallCap 600 Growth ETF (IJT).
PCGRX is managed by Amundi US. It was launched on Jul 25, 1990. IJT is a passively managed fund by iShares that tracks the performance of the S&P SmallCap 600/Citigroup Growth Index. It was launched on Jul 24, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PCGRX or IJT.
Correlation
The correlation between PCGRX and IJT is 0.85, 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.
Performance
PCGRX vs. IJT - Performance Comparison
Key characteristics
PCGRX:
-0.36
IJT:
-0.12
PCGRX:
-0.36
IJT:
-0.01
PCGRX:
0.95
IJT:
1.00
PCGRX:
-0.25
IJT:
-0.11
PCGRX:
-0.83
IJT:
-0.33
PCGRX:
8.86%
IJT:
8.85%
PCGRX:
20.22%
IJT:
23.84%
PCGRX:
-57.33%
IJT:
-57.61%
PCGRX:
-23.84%
IJT:
-19.50%
Returns By Period
In the year-to-date period, PCGRX achieves a -7.21% return, which is significantly higher than IJT's -10.63% return. Over the past 10 years, PCGRX has underperformed IJT with an annualized return of -1.05%, while IJT has yielded a comparatively higher 7.38% annualized return.
PCGRX
-7.21%
-7.53%
-14.03%
-7.25%
5.54%
-1.05%
IJT
-10.63%
-4.74%
-10.86%
-2.40%
11.81%
7.38%
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PCGRX vs. IJT - Expense Ratio Comparison
PCGRX has a 1.05% expense ratio, which is higher than IJT's 0.25% expense ratio.
Risk-Adjusted Performance
PCGRX vs. IJT — Risk-Adjusted Performance Rank
PCGRX
IJT
PCGRX vs. IJT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Pioneer Mid Cap Value Fund (PCGRX) and iShares S&P SmallCap 600 Growth ETF (IJT). 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.
Dividends
PCGRX vs. IJT - Dividend Comparison
PCGRX's dividend yield for the trailing twelve months is around 1.67%, more than IJT's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PCGRX Pioneer Mid Cap Value Fund | 1.67% | 1.55% | 1.59% | 1.54% | 0.61% | 0.71% | 0.75% | 0.96% | 0.35% | 0.43% | 0.37% | 0.43% |
IJT iShares S&P SmallCap 600 Growth ETF | 1.22% | 1.06% | 1.02% | 1.08% | 0.63% | 0.68% | 0.92% | 0.92% | 0.86% | 1.03% | 1.14% | 0.78% |
Drawdowns
PCGRX vs. IJT - Drawdown Comparison
The maximum PCGRX drawdown since its inception was -57.33%, roughly equal to the maximum IJT drawdown of -57.61%. Use the drawdown chart below to compare losses from any high point for PCGRX and IJT. For additional features, visit the drawdowns tool.
Volatility
PCGRX vs. IJT - Volatility Comparison
Pioneer Mid Cap Value Fund (PCGRX) and iShares S&P SmallCap 600 Growth ETF (IJT) have volatilities of 13.71% and 14.24%, 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.