PGOAX vs. PQJCX
Compare and contrast key facts about PGIM Jennison Small Company Fund (PGOAX) and PGIM Jennison Small-Cap Core Equity Fund (PQJCX).
PGOAX is managed by PGIM Investments. It was launched on Jan 22, 1990. PQJCX is managed by PGIM Funds (Prudential). It was launched on Nov 15, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PGOAX or PQJCX.
Correlation
The correlation between PGOAX and PQJCX is 0.98, 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
PGOAX vs. PQJCX - Performance Comparison
Key characteristics
PGOAX:
0.84
PQJCX:
0.56
PGOAX:
1.24
PQJCX:
0.85
PGOAX:
1.16
PQJCX:
1.12
PGOAX:
0.34
PQJCX:
0.29
PGOAX:
3.23
PQJCX:
1.90
PGOAX:
4.21%
PQJCX:
5.89%
PGOAX:
16.07%
PQJCX:
19.87%
PGOAX:
-61.42%
PQJCX:
-49.79%
PGOAX:
-31.28%
PQJCX:
-31.18%
Returns By Period
In the year-to-date period, PGOAX achieves a 1.29% return, which is significantly higher than PQJCX's -0.07% return.
PGOAX
1.29%
-0.24%
5.48%
9.72%
-0.15%
-1.86%
PQJCX
-0.07%
-1.01%
0.85%
6.69%
3.24%
N/A
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PGOAX vs. PQJCX - Expense Ratio Comparison
PGOAX has a 1.13% expense ratio, which is higher than PQJCX's 0.95% expense ratio.
Risk-Adjusted Performance
PGOAX vs. PQJCX — Risk-Adjusted Performance Rank
PGOAX
PQJCX
PGOAX vs. PQJCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PGIM Jennison Small Company Fund (PGOAX) and PGIM Jennison Small-Cap Core Equity Fund (PQJCX). 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
PGOAX vs. PQJCX - Dividend Comparison
PGOAX's dividend yield for the trailing twelve months is around 0.53%, more than PQJCX's 0.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PGOAX PGIM Jennison Small Company Fund | 0.53% | 0.54% | 0.37% | 0.00% | 0.00% | 0.00% | 0.00% | 0.29% | 0.04% | 0.63% | 0.16% | 0.25% |
PQJCX PGIM Jennison Small-Cap Core Equity Fund | 0.27% | 0.27% | 0.83% | 0.32% | 0.00% | 0.00% | 0.00% | 0.47% | 0.02% | 0.00% | 0.00% | 0.00% |
Drawdowns
PGOAX vs. PQJCX - Drawdown Comparison
The maximum PGOAX drawdown since its inception was -61.42%, which is greater than PQJCX's maximum drawdown of -49.79%. Use the drawdown chart below to compare losses from any high point for PGOAX and PQJCX. For additional features, visit the drawdowns tool.
Volatility
PGOAX vs. PQJCX - Volatility Comparison
PGIM Jennison Small Company Fund (PGOAX) has a higher volatility of 3.92% compared to PGIM Jennison Small-Cap Core Equity Fund (PQJCX) at 3.58%. This indicates that PGOAX's price experiences larger fluctuations and is considered to be riskier than PQJCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.