PCGRX vs. PGOFX
Compare and contrast key facts about Pioneer Mid Cap Value Fund (PCGRX) and Pioneer Select Mid Cap Growth Fund (PGOFX).
PCGRX is managed by Amundi US. It was launched on Jul 25, 1990. PGOFX is managed by Amundi US. It was launched on Jun 30, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PCGRX or PGOFX.
Correlation
The correlation between PCGRX and PGOFX is 0.83, 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. PGOFX - Performance Comparison
Key characteristics
PCGRX:
0.65
PGOFX:
0.52
PCGRX:
0.92
PGOFX:
0.77
PCGRX:
1.13
PGOFX:
1.11
PCGRX:
0.45
PGOFX:
0.36
PCGRX:
1.70
PGOFX:
1.82
PCGRX:
5.69%
PGOFX:
6.12%
PCGRX:
14.81%
PGOFX:
21.58%
PCGRX:
-57.33%
PGOFX:
-64.61%
PCGRX:
-13.66%
PGOFX:
-18.93%
Returns By Period
In the year-to-date period, PCGRX achieves a 5.20% return, which is significantly lower than PGOFX's 8.30% return. Over the past 10 years, PCGRX has underperformed PGOFX with an annualized return of 0.06%, while PGOFX has yielded a comparatively higher 2.68% annualized return.
PCGRX
5.20%
0.57%
1.42%
9.34%
2.35%
0.06%
PGOFX
8.30%
0.87%
7.50%
13.94%
1.12%
2.68%
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PCGRX vs. PGOFX - Expense Ratio Comparison
PCGRX has a 1.05% expense ratio, which is higher than PGOFX's 0.99% expense ratio.
Risk-Adjusted Performance
PCGRX vs. PGOFX — Risk-Adjusted Performance Rank
PCGRX
PGOFX
PCGRX vs. PGOFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Pioneer Mid Cap Value Fund (PCGRX) and Pioneer Select Mid Cap Growth Fund (PGOFX). 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. PGOFX - Dividend Comparison
PCGRX's dividend yield for the trailing twelve months is around 1.48%, while PGOFX has not paid dividends to shareholders.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
PCGRX Pioneer Mid Cap Value Fund | 1.48% | 1.55% | 1.59% | 1.54% | 0.61% | 0.71% | 0.75% | 0.96% | 0.35% | 0.43% | 0.37% | 0.43% |
PGOFX Pioneer Select Mid Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
PCGRX vs. PGOFX - Drawdown Comparison
The maximum PCGRX drawdown since its inception was -57.33%, smaller than the maximum PGOFX drawdown of -64.61%. Use the drawdown chart below to compare losses from any high point for PCGRX and PGOFX. For additional features, visit the drawdowns tool.
Volatility
PCGRX vs. PGOFX - Volatility Comparison
The current volatility for Pioneer Mid Cap Value Fund (PCGRX) is 2.79%, while Pioneer Select Mid Cap Growth Fund (PGOFX) has a volatility of 6.44%. This indicates that PCGRX experiences smaller price fluctuations and is considered to be less risky than PGOFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.