PGOAX vs. PQJCX

In the year-to-date period, PGOAX achieves a -6.08% return, which is significantly higher than PQJCX's -9.30% return.

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PGOAX has a 1.13% expense ratio, which is higher than PQJCX's 0.95% expense ratio.

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.

The current PGOAX Sharpe Ratio is 0.20, which is comparable to the PQJCX Sharpe Ratio of 0.22. The chart below compares the historical Sharpe Ratios of PGOAX and PQJCX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

PGOAX's dividend yield for the trailing twelve months is around 3.10%, less than PQJCX's 10.22% yield.

The maximum PGOAX drawdown since its inception was -56.57%, which is greater than PQJCX's maximum drawdown of -43.56%. Use the drawdown chart below to compare losses from any high point for PGOAX and PQJCX.

The current volatility for PGIM Jennison Small Company Fund (PGOAX) is 5.37%, while PGIM Jennison Small-Cap Core Equity Fund (PQJCX) has a volatility of 5.93%. This indicates that PGOAX experiences smaller price fluctuations and is considered to be less risky than PQJCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.