PJDZX vs. POGSX
Compare and contrast key facts about PGIM Jennison Rising Dividend Fund (PJDZX) and Pin Oak Equity (POGSX).
PJDZX is managed by PGIM. It was launched on Mar 4, 2014. POGSX is managed by Oak Associates. It was launched on Aug 3, 1992.
Performance
PJDZX vs. POGSX - Performance Comparison
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PJDZX vs. POGSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PJDZX PGIM Jennison Rising Dividend Fund | 0.63% | 18.84% | 40.98% | 8.67% | -10.35% | 24.62% | 13.96% | 32.01% | -7.14% | 17.53% |
POGSX Pin Oak Equity | 5.66% | 27.41% | 18.99% | 27.16% | -25.10% | 21.42% | 10.60% | 27.72% | -6.15% | 15.14% |
Returns By Period
In the year-to-date period, PJDZX achieves a 0.63% return, which is significantly lower than POGSX's 5.66% return. Both investments have delivered pretty close results over the past 10 years, with PJDZX having a 13.73% annualized return and POGSX not far behind at 13.07%.
PJDZX
- 1D
- -0.64%
- 1M
- -6.26%
- YTD
- 0.63%
- 6M
- 4.11%
- 1Y
- 16.90%
- 3Y*
- 22.99%
- 5Y*
- 13.38%
- 10Y*
- 13.73%
POGSX
- 1D
- -0.02%
- 1M
- -5.28%
- YTD
- 5.66%
- 6M
- 12.41%
- 1Y
- 33.37%
- 3Y*
- 25.41%
- 5Y*
- 11.32%
- 10Y*
- 13.07%
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PJDZX vs. POGSX - Expense Ratio Comparison
PJDZX has a 0.99% expense ratio, which is higher than POGSX's 0.91% expense ratio.
Return for Risk
PJDZX vs. POGSX — Risk / Return Rank
PJDZX
POGSX
PJDZX vs. POGSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PGIM Jennison Rising Dividend Fund (PJDZX) and Pin Oak Equity (POGSX). 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.
| PJDZX | POGSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.18 | 1.74 | -0.56 |
Sortino ratioReturn per unit of downside risk | 1.64 | 2.75 | -1.11 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.40 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 1.43 | 2.85 | -1.42 |
Martin ratioReturn relative to average drawdown | 7.15 | 11.79 | -4.64 |
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
| PJDZX | POGSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.18 | 1.74 | -0.56 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.82 | 0.64 | +0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.80 | 0.71 | +0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.73 | 0.29 | +0.44 |
Correlation
The correlation between PJDZX and POGSX is 0.84, 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
PJDZX vs. POGSX - Dividend Comparison
PJDZX's dividend yield for the trailing twelve months is around 6.39%, less than POGSX's 17.99% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PJDZX PGIM Jennison Rising Dividend Fund | 6.39% | 6.44% | 34.62% | 1.21% | 0.93% | 8.48% | 4.75% | 4.32% | 10.34% | 1.83% | 1.48% | 1.31% |
POGSX Pin Oak Equity | 17.99% | 8.85% | 17.87% | 8.21% | 0.15% | 10.93% | 4.60% | 3.22% | 2.94% | 1.79% | 2.03% | 3.83% |
Drawdowns
PJDZX vs. POGSX - Drawdown Comparison
The maximum PJDZX drawdown since its inception was -33.59%, smaller than the maximum POGSX drawdown of -89.46%. Use the drawdown chart below to compare losses from any high point for PJDZX and POGSX.
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Drawdown Indicators
| PJDZX | POGSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.59% | -89.46% | +55.87% |
Max Drawdown (1Y)Largest decline over 1 year | -11.70% | -10.96% | -0.74% |
Max Drawdown (5Y)Largest decline over 5 years | -17.57% | -29.81% | +12.24% |
Max Drawdown (10Y)Largest decline over 10 years | -33.59% | -33.05% | -0.54% |
Current DrawdownCurrent decline from peak | -6.54% | -8.03% | +1.49% |
Average DrawdownAverage peak-to-trough decline | -4.04% | -36.91% | +32.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.35% | 2.65% | -0.30% |
Volatility
PJDZX vs. POGSX - Volatility Comparison
PGIM Jennison Rising Dividend Fund (PJDZX) and Pin Oak Equity (POGSX) have volatilities of 3.79% and 3.76%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PJDZX | POGSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.79% | 3.76% | +0.03% |
Volatility (6M)Calculated over the trailing 6-month period | 8.19% | 12.91% | -4.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.41% | 19.62% | -4.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.48% | 17.85% | -1.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.27% | 18.56% | -1.29% |