PHSZX vs. VHCIX
Compare and contrast key facts about PGIM Jennison Health Sciences Fund (PHSZX) and Vanguard Health Care Index Fund Admiral Shares (VHCIX).
PHSZX is managed by PGIM Investments. It was launched on Jun 29, 1999. VHCIX is managed by Vanguard. It was launched on Feb 5, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PHSZX or VHCIX.
Correlation
The correlation between PHSZX and VHCIX is 0.85, 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
PHSZX vs. VHCIX - Performance Comparison
Key characteristics
PHSZX:
-0.35
VHCIX:
0.31
PHSZX:
-0.33
VHCIX:
0.51
PHSZX:
0.95
VHCIX:
1.06
PHSZX:
-0.17
VHCIX:
0.29
PHSZX:
-0.82
VHCIX:
0.78
PHSZX:
7.62%
VHCIX:
4.66%
PHSZX:
17.92%
VHCIX:
11.68%
PHSZX:
-47.70%
VHCIX:
-39.12%
PHSZX:
-33.99%
VHCIX:
-5.87%
Returns By Period
In the year-to-date period, PHSZX achieves a 3.75% return, which is significantly lower than VHCIX's 6.10% return. Over the past 10 years, PHSZX has underperformed VHCIX with an annualized return of -1.72%, while VHCIX has yielded a comparatively higher 9.07% annualized return.
PHSZX
3.75%
3.39%
-11.69%
-7.21%
-2.37%
-1.72%
VHCIX
6.10%
4.49%
-0.83%
3.59%
7.93%
9.07%
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PHSZX vs. VHCIX - Expense Ratio Comparison
PHSZX has a 0.86% expense ratio, which is higher than VHCIX's 0.10% expense ratio.
Risk-Adjusted Performance
PHSZX vs. VHCIX — Risk-Adjusted Performance Rank
PHSZX
VHCIX
PHSZX vs. VHCIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PGIM Jennison Health Sciences Fund (PHSZX) and Vanguard Health Care Index Fund Admiral Shares (VHCIX). 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
PHSZX vs. VHCIX - Dividend Comparison
PHSZX's dividend yield for the trailing twelve months is around 0.87%, less than VHCIX's 1.44% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PHSZX PGIM Jennison Health Sciences Fund | 0.87% | 0.90% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VHCIX Vanguard Health Care Index Fund Admiral Shares | 1.44% | 1.52% | 1.36% | 1.33% | 1.14% | 1.21% | 1.89% | 1.39% | 1.31% | 1.45% | 1.22% | 1.02% |
Drawdowns
PHSZX vs. VHCIX - Drawdown Comparison
The maximum PHSZX drawdown since its inception was -47.70%, which is greater than VHCIX's maximum drawdown of -39.12%. Use the drawdown chart below to compare losses from any high point for PHSZX and VHCIX. For additional features, visit the drawdowns tool.
Volatility
PHSZX vs. VHCIX - Volatility Comparison
PGIM Jennison Health Sciences Fund (PHSZX) has a higher volatility of 5.47% compared to Vanguard Health Care Index Fund Admiral Shares (VHCIX) at 4.20%. This indicates that PHSZX's price experiences larger fluctuations and is considered to be riskier than VHCIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.