PHSZX vs. FIKCX

Last updated Apr 1, 2026

Compare and contrast key facts about PGIM Jennison Health Sciences Fund (PHSZX) and Fidelity Advisor Health Care Fund Class Z (FIKCX).

PHSZX is managed by PGIM. It was launched on Jun 29, 1999. FIKCX is managed by Fidelity. It was launched on Oct 2, 2018.

Performance

PHSZX vs. FIKCX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in PGIM Jennison Health Sciences Fund (PHSZX) and Fidelity Advisor Health Care Fund Class Z (FIKCX). The values are adjusted to include any dividend payments, if applicable.

PHSZX vs. FIKCX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
PHSZX PGIM Jennison Health Sciences Fund	-9.27%	19.73%	23.04%	12.50%	-10.06%	6.09%	41.72%	18.62%	-15.83%
FIKCX Fidelity Advisor Health Care Fund Class Z	-9.55%	14.61%	-5.73%	4.20%	-12.74%	11.66%	21.55%	28.39%	-11.04%

Returns By Period

The year-to-date returns for both stocks are quite close, with PHSZX having a -9.27% return and FIKCX slightly lower at -9.55%.

PHSZX

• 1D: 0.31%
• 1M: -9.73%
• YTD: -9.27%
• 6M: 6.04%
• 1Y: 11.81%
• 3Y*: 14.65%
• 5Y*: 8.36%
• 10Y*: 12.19%

FIKCX

• 1D: -0.71%
• 1M: -9.48%
• YTD: -9.55%
• 6M: 0.31%
• 1Y: 4.67%
• 3Y*: 0.40%
• 5Y*: -0.45%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

PHSZX vs. FIKCX - Expense Ratio Comparison

PHSZX has a 0.86% expense ratio, which is higher than FIKCX's 0.59% expense ratio.

PHSZX

PGIM Jennison Health Sciences Fund

FIKCX

Fidelity Advisor Health Care Fund Class Z

Return for Risk

PHSZX vs. FIKCX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

PHSZX

PHSZX Risk / Return Rank: 20
PHSZX Sharpe Ratio Rank: 19
PHSZX Sortino Ratio Rank: 19
PHSZX Omega Ratio Rank: 16
PHSZX Calmar Ratio Rank: 26
PHSZX Martin Ratio Rank: 20

FIKCX

FIKCX Risk / Return Rank: 10
FIKCX Sharpe Ratio Rank: 9
FIKCX Sortino Ratio Rank: 10
FIKCX Omega Ratio Rank: 9
FIKCX Calmar Ratio Rank: 10
FIKCX Martin Ratio Rank: 10

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

PHSZX vs. FIKCX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for PGIM Jennison Health Sciences Fund (PHSZX) and Fidelity Advisor Health Care Fund Class Z (FIKCX). 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.

	PHSZX	FIKCX	Difference
Sharpe ratio Return per unit of total volatility	0.52	0.23	+0.29
Sortino ratio Return per unit of downside risk	0.84	0.45	+0.39
Omega ratio Gain probability vs. loss probability	1.10	1.05	+0.05
Calmar ratio Return relative to maximum drawdown	0.77	0.24	+0.54
Martin ratio Return relative to average drawdown	2.11	0.72	+1.38
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

PHSZX vs. FIKCX - Sharpe Ratio Comparison

The current PHSZX Sharpe Ratio is 0.52, which is higher than the FIKCX Sharpe Ratio of 0.23. The chart below compares the historical Sharpe Ratios of PHSZX and FIKCX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	PHSZX	FIKCX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.52	0.23	+0.29
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.39	-0.03	+0.41
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.53	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.63	0.22	+0.42

Correlation

The correlation between PHSZX and FIKCX is 0.91, 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

PHSZX vs. FIKCX - Dividend Comparison

PHSZX's dividend yield for the trailing twelve months is around 12.05%, less than FIKCX's 12.69% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
PHSZX PGIM Jennison Health Sciences Fund	12.05%	10.93%	23.93%	4.26%	1.48%	29.82%	20.26%	2.92%	11.21%	4.43%	3.44%	13.45%
FIKCX Fidelity Advisor Health Care Fund Class Z	12.69%	11.48%	0.00%	0.00%	0.00%	5.71%	5.86%	0.61%	4.65%	0.00%	0.00%	0.00%

Drawdowns

PHSZX vs. FIKCX - Drawdown Comparison

The maximum PHSZX drawdown since its inception was -42.77%, which is greater than FIKCX's maximum drawdown of -29.19%. Use the drawdown chart below to compare losses from any high point for PHSZX and FIKCX.

Drawdown Indicators

	PHSZX	FIKCX	Difference
Max Drawdown Largest peak-to-trough decline	-42.77%	-29.19%	-13.58%
Max Drawdown (1Y) Largest decline over 1 year	-12.24%	-13.35%	+1.11%
Max Drawdown (5Y) Largest decline over 5 years	-29.36%	-29.19%	-0.17%
Max Drawdown (10Y) Largest decline over 10 years	-30.92%	—	—
Current Drawdown Current decline from peak	-11.98%	-15.10%	+3.12%
Average Drawdown Average peak-to-trough decline	-9.96%	-9.26%	-0.70%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.50%	4.38%	+0.12%

Volatility

PHSZX vs. FIKCX - Volatility Comparison

PGIM Jennison Health Sciences Fund (PHSZX) has a higher volatility of 6.14% compared to Fidelity Advisor Health Care Fund Class Z (FIKCX) at 5.61%. This indicates that PHSZX's price experiences larger fluctuations and is considered to be riskier than FIKCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	PHSZX	FIKCX	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.14%	5.61%	+0.53%
Volatility (6M) Calculated over the trailing 6-month period	12.28%	10.99%	+1.29%
Volatility (1Y) Calculated over the trailing 1-year period	19.86%	18.37%	+1.49%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	21.71%	18.16%	+3.55%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	23.20%	20.32%	+2.88%