PJFAX vs. EGFIX
Compare and contrast key facts about PGIM Jennison Growth Fund (PJFAX) and Edgewood Growth Fund (EGFIX).
PJFAX is managed by PGIM Investments. It was launched on Nov 2, 1995. EGFIX is managed by Edgewood. It was launched on Feb 28, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PJFAX or EGFIX.
Correlation
The correlation between PJFAX and EGFIX is 0.93, 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
PJFAX vs. EGFIX - Performance Comparison
Key characteristics
PJFAX:
0.90
EGFIX:
0.14
PJFAX:
1.23
EGFIX:
0.31
PJFAX:
1.19
EGFIX:
1.06
PJFAX:
0.59
EGFIX:
0.09
PJFAX:
4.29
EGFIX:
0.83
PJFAX:
4.48%
EGFIX:
4.04%
PJFAX:
21.31%
EGFIX:
24.44%
PJFAX:
-67.83%
EGFIX:
-54.64%
PJFAX:
-16.90%
EGFIX:
-32.95%
Returns By Period
In the year-to-date period, PJFAX achieves a 19.18% return, which is significantly higher than EGFIX's 3.11% return. Over the past 10 years, PJFAX has underperformed EGFIX with an annualized return of 7.71%, while EGFIX has yielded a comparatively higher 8.19% annualized return.
PJFAX
19.18%
-7.51%
-0.07%
19.55%
8.08%
7.71%
EGFIX
3.11%
-16.45%
-10.53%
3.42%
3.23%
8.19%
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PJFAX vs. EGFIX - Expense Ratio Comparison
PJFAX has a 0.97% expense ratio, which is lower than EGFIX's 1.00% expense ratio.
Risk-Adjusted Performance
PJFAX vs. EGFIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PGIM Jennison Growth Fund (PJFAX) and Edgewood Growth Fund (EGFIX). 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
PJFAX vs. EGFIX - Dividend Comparison
Neither PJFAX nor EGFIX has paid dividends to shareholders.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|
PGIM Jennison Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Edgewood Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.02% |
Drawdowns
PJFAX vs. EGFIX - Drawdown Comparison
The maximum PJFAX drawdown since its inception was -67.83%, which is greater than EGFIX's maximum drawdown of -54.64%. Use the drawdown chart below to compare losses from any high point for PJFAX and EGFIX. For additional features, visit the drawdowns tool.
Volatility
PJFAX vs. EGFIX - Volatility Comparison
The current volatility for PGIM Jennison Growth Fund (PJFAX) is 11.69%, while Edgewood Growth Fund (EGFIX) has a volatility of 19.69%. This indicates that PJFAX experiences smaller price fluctuations and is considered to be less risky than EGFIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.