Correlation
The correlation between PEGZX and VOO is 0.88, 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.
PEGZX vs. VOO
Compare and contrast key facts about PGIM Jennison Mid-Cap Growth Fund (PEGZX) and Vanguard S&P 500 ETF (VOO).
PEGZX is managed by PGIM Investments. It was launched on Dec 31, 1996. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PEGZX or VOO.
Performance
PEGZX vs. VOO - Performance Comparison
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Key characteristics
PEGZX:
0.18
VOO:
0.74
PEGZX:
0.34
VOO:
1.04
PEGZX:
1.05
VOO:
1.15
PEGZX:
0.10
VOO:
0.68
PEGZX:
0.30
VOO:
2.58
PEGZX:
9.87%
VOO:
4.93%
PEGZX:
24.69%
VOO:
19.54%
PEGZX:
-70.09%
VOO:
-33.99%
PEGZX:
-11.83%
VOO:
-3.55%
Returns By Period
In the year-to-date period, PEGZX achieves a -4.57% return, which is significantly lower than VOO's 0.90% return. Over the past 10 years, PEGZX has underperformed VOO with an annualized return of 8.76%, while VOO has yielded a comparatively higher 12.81% annualized return.
PEGZX
-4.57%
8.42%
-10.84%
4.26%
8.57%
9.31%
8.76%
VOO
0.90%
5.53%
-1.46%
13.29%
14.31%
15.89%
12.81%
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PEGZX vs. VOO - Expense Ratio Comparison
PEGZX has a 0.71% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
PEGZX vs. VOO — Risk-Adjusted Performance Rank
PEGZX
VOO
PEGZX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PGIM Jennison Mid-Cap Growth Fund (PEGZX) and Vanguard S&P 500 ETF (VOO). 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.
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Dividends
PEGZX vs. VOO - Dividend Comparison
PEGZX's dividend yield for the trailing twelve months is around 5.07%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PEGZX PGIM Jennison Mid-Cap Growth Fund | 5.07% | 4.84% | 3.08% | 1.39% | 29.97% | 36.38% | 34.19% | 40.45% | 13.28% | 6.40% | 8.82% | 10.62% |
VOO Vanguard S&P 500 ETF | 1.29% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
PEGZX vs. VOO - Drawdown Comparison
The maximum PEGZX drawdown since its inception was -70.09%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for PEGZX and VOO.
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Volatility
PEGZX vs. VOO - Volatility Comparison
PGIM Jennison Mid-Cap Growth Fund (PEGZX) has a higher volatility of 5.81% compared to Vanguard S&P 500 ETF (VOO) at 4.84%. This indicates that PEGZX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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