PGOAX vs. VSGIX
Compare and contrast key facts about PGIM Jennison Small Company Fund (PGOAX) and Vanguard Small-Cap Growth Index Fund Institutional Shares (VSGIX).
PGOAX is managed by PGIM. It was launched on Jan 22, 1990. VSGIX is managed by Vanguard. It was launched on May 24, 2000.
Performance
PGOAX vs. VSGIX - Performance Comparison
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PGOAX vs. VSGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PGOAX PGIM Jennison Small Company Fund | 0.82% | 6.96% | 16.26% | 11.48% | -18.85% | 29.05% | 27.07% | 41.48% | -13.69% | 19.58% |
VSGIX Vanguard Small-Cap Growth Index Fund Institutional Shares | 0.27% | 8.44% | 14.95% | 23.07% | -28.39% | 5.70% | 35.29% | 32.77% | -5.70% | 21.94% |
Returns By Period
In the year-to-date period, PGOAX achieves a 0.82% return, which is significantly higher than VSGIX's 0.27% return. Over the past 10 years, PGOAX has outperformed VSGIX with an annualized return of 11.81%, while VSGIX has yielded a comparatively lower 10.46% annualized return.
PGOAX
- 1D
- 3.52%
- 1M
- -6.58%
- YTD
- 0.82%
- 6M
- 6.31%
- 1Y
- 17.14%
- 3Y*
- 10.55%
- 5Y*
- 5.15%
- 10Y*
- 11.81%
VSGIX
- 1D
- 4.35%
- 1M
- -6.40%
- YTD
- 0.27%
- 6M
- 1.50%
- 1Y
- 20.19%
- 3Y*
- 12.44%
- 5Y*
- 2.17%
- 10Y*
- 10.46%
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PGOAX vs. VSGIX - Expense Ratio Comparison
PGOAX has a 1.13% expense ratio, which is higher than VSGIX's 0.06% expense ratio.
Return for Risk
PGOAX vs. VSGIX — Risk / Return Rank
PGOAX
VSGIX
PGOAX vs. VSGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PGIM Jennison Small Company Fund (PGOAX) and Vanguard Small-Cap Growth Index Fund Institutional Shares (VSGIX). 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.
| PGOAX | VSGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.84 | 0.85 | -0.01 |
Sortino ratioReturn per unit of downside risk | 1.30 | 1.34 | -0.04 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.18 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.20 | 1.39 | -0.19 |
Martin ratioReturn relative to average drawdown | 4.98 | 5.56 | -0.57 |
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
| PGOAX | VSGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.84 | 0.85 | -0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.26 | 0.09 | +0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.54 | 0.46 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.38 | +0.18 |
Correlation
The correlation between PGOAX and VSGIX is 0.95, 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.
Dividends
PGOAX vs. VSGIX - Dividend Comparison
PGOAX's dividend yield for the trailing twelve months is around 8.05%, more than VSGIX's 0.53% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PGOAX PGIM Jennison Small Company Fund | 8.05% | 8.11% | 5.29% | 0.37% | 4.11% | 37.46% | 14.95% | 18.11% | 20.80% | 8.28% | 5.42% | 15.00% |
VSGIX Vanguard Small-Cap Growth Index Fund Institutional Shares | 0.53% | 0.55% | 0.55% | 0.68% | 0.56% | 0.37% | 0.45% | 0.58% | 0.80% | 0.82% | 1.09% | 0.98% |
Drawdowns
PGOAX vs. VSGIX - Drawdown Comparison
The maximum PGOAX drawdown since its inception was -56.57%, roughly equal to the maximum VSGIX drawdown of -58.66%. Use the drawdown chart below to compare losses from any high point for PGOAX and VSGIX.
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Drawdown Indicators
| PGOAX | VSGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.57% | -58.66% | +2.09% |
Max Drawdown (1Y)Largest decline over 1 year | -14.34% | -14.50% | +0.16% |
Max Drawdown (5Y)Largest decline over 5 years | -28.19% | -38.36% | +10.17% |
Max Drawdown (10Y)Largest decline over 10 years | -47.39% | -38.70% | -8.69% |
Current DrawdownCurrent decline from peak | -6.71% | -7.52% | +0.81% |
Average DrawdownAverage peak-to-trough decline | -9.03% | -11.40% | +2.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.46% | 3.62% | -0.16% |
Volatility
PGOAX vs. VSGIX - Volatility Comparison
The current volatility for PGIM Jennison Small Company Fund (PGOAX) is 7.51%, while Vanguard Small-Cap Growth Index Fund Institutional Shares (VSGIX) has a volatility of 8.87%. This indicates that PGOAX experiences smaller price fluctuations and is considered to be less risky than VSGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PGOAX | VSGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.51% | 8.87% | -1.36% |
Volatility (6M)Calculated over the trailing 6-month period | 12.40% | 15.71% | -3.31% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.94% | 24.53% | -3.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.26% | 23.56% | -3.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.12% | 22.92% | -0.80% |