PEGZX vs. FRFZX
Compare and contrast key facts about PGIM Jennison Mid-Cap Growth Fund (PEGZX) and PGIM Floating Rate Income Fund (FRFZX).
PEGZX is managed by PGIM. It was launched on Dec 31, 1996. FRFZX is managed by PGIM. It was launched on Mar 29, 2011.
Performance
PEGZX vs. FRFZX - Performance Comparison
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PEGZX vs. FRFZX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PEGZX PGIM Jennison Mid-Cap Growth Fund | -11.28% | -2.39% | 11.98% | 20.63% | -23.79% | 11.59% | 42.90% | 112.92% | -8.31% | 22.63% |
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% |
Returns By Period
In the year-to-date period, PEGZX achieves a -11.28% return, which is significantly lower than FRFZX's -0.61% return. Over the past 10 years, PEGZX has outperformed FRFZX with an annualized return of 13.51%, while FRFZX has yielded a comparatively lower 5.30% annualized return.
PEGZX
- 1D
- -0.98%
- 1M
- -9.60%
- YTD
- -11.28%
- 6M
- -15.33%
- 1Y
- -0.67%
- 3Y*
- 2.54%
- 5Y*
- -0.32%
- 10Y*
- 13.51%
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%
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PEGZX vs. FRFZX - Expense Ratio Comparison
PEGZX has a 0.71% expense ratio, which is higher than FRFZX's 0.70% expense ratio.
Return for Risk
PEGZX vs. FRFZX — Risk / Return Rank
PEGZX
FRFZX
PEGZX vs. FRFZX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PGIM Jennison Mid-Cap Growth Fund (PEGZX) and PGIM Floating Rate Income Fund (FRFZX). 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.
| PEGZX | FRFZX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.05 | 1.95 | -2.00 |
Sortino ratioReturn per unit of downside risk | 0.09 | 3.26 | -3.16 |
Omega ratioGain probability vs. loss probability | 1.01 | 1.62 | -0.61 |
Calmar ratioReturn relative to maximum drawdown | -0.17 | 2.21 | -2.38 |
Martin ratioReturn relative to average drawdown | -0.54 | 9.23 | -9.77 |
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
| PEGZX | FRFZX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.05 | 1.95 | -2.00 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.01 | 1.78 | -1.80 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 1.34 | -0.86 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 1.36 | -0.93 |
Correlation
The correlation between PEGZX and FRFZX is 0.22, 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
PEGZX vs. FRFZX - Dividend Comparison
PEGZX's dividend yield for the trailing twelve months is around 9.14%, more than FRFZX's 7.00% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PEGZX PGIM Jennison Mid-Cap Growth Fund | 9.14% | 8.11% | 4.84% | 3.08% | 1.39% | 29.97% | 36.38% | 68.39% | 40.45% | 13.28% | 6.40% | 8.82% |
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% |
Drawdowns
PEGZX vs. FRFZX - Drawdown Comparison
The maximum PEGZX drawdown since its inception was -70.78%, which is greater than FRFZX's maximum drawdown of -21.95%. Use the drawdown chart below to compare losses from any high point for PEGZX and FRFZX.
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Drawdown Indicators
| PEGZX | FRFZX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.78% | -21.95% | -48.83% |
Max Drawdown (1Y)Largest decline over 1 year | -17.25% | -2.23% | -15.02% |
Max Drawdown (5Y)Largest decline over 5 years | -36.37% | -7.85% | -28.52% |
Max Drawdown (10Y)Largest decline over 10 years | -36.37% | -21.95% | -14.42% |
Current DrawdownCurrent decline from peak | -19.99% | -0.85% | -19.14% |
Average DrawdownAverage peak-to-trough decline | -17.33% | -0.93% | -16.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.51% | 0.56% | +4.95% |
Volatility
PEGZX vs. FRFZX - Volatility Comparison
PGIM Jennison Mid-Cap Growth Fund (PEGZX) has a higher volatility of 5.96% compared to PGIM Floating Rate Income Fund (FRFZX) at 0.60%. This indicates that PEGZX's price experiences larger fluctuations and is considered to be riskier than FRFZX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PEGZX | FRFZX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.96% | 0.60% | +5.36% |
Volatility (6M)Calculated over the trailing 6-month period | 12.05% | 1.58% | +10.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.05% | 2.72% | +19.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.21% | 3.07% | +19.14% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.90% | 3.96% | +23.94% |